The management of your self-managed superannuation fund (SMSF) is a big responsibility, and whilst the benefits can be very positive the penalties for getting it wrong can be severe. As an SMSF adviser we can advise you on your obligations as an SMSF trustee, and as a registered tax agent we can attend to all your SMSF compliance needs, including preparation and lodgement of your fund’s income tax return. Isaacs & Cole is also qualified to undertake the annual audit requirements of your SMSF, and to help you ensure you are meeting your obligations we undertake an annual SMSF ‘Health Check’ to reduce the risk of any unidentified issues arising before the end of the financial year.

At a more tactical level we can provide you with an advisory service that supports you in all aspects of your retirement planning, from projecting your retirement nest egg to planning for the transfer of wealth to the next generation. We can provide you with advice and strategies that minimise exposure to income tax both pre and post retirement, and create certainty for you in relation to your financial situation in retirement and beyond.

Do you need help with:

Superannuation planning and modelling

Planning your transition to retirement

Determining how you can use CGT concessions to minimise tax when exiting your business?

Estate Planning


If you would like more information, or would like to discuss whether our firm is right for your individual requirements, please contact Dani Peard on (02) 9939 4668 or email