We have the depth of skills and experience to provide comprehensive and independent advice on all types of Superannuation funds, including:
- Self Managed Superannuation Funds (SMSF)
- Industry Funds
- Retail Funds
- Public Sector Funds, including Defined Benefit schemes, and
- Corporate funds.
We are accredited SMSF Specialist Advisors with the SMSF Professionals Association of Australia. We have a comprehensive understanding of everything necessary to effectively run an SMSF, including accounting, tax management and estate planning.
We have also helped a number of clients maximise benefits within Defined Benefit schemes, Industry and Retail/Corporate fund structures. The suitability of each fund will depend on your individual circumstances. We are not advocates of a ‘one fund fits all’ approach.
Independent advice – your best interests are in our best interests:
Integrity and objectivity are the pillars on which Tax and Super Direct was established. You can be assured any advice you receive is totally unbiased and based on your best interests.
We are a fee for service firm, which we do believe is a corollary to giving you open and objective advice. We are not about products, platforms or assets under management. We do not want to be in this business if we are constrained in the type of advice we can provide and/or products we recommend, which may not ultimately be in your best interests.
Relationships based on trust and respect:
We strongly value our relationships with clients and associates. We want to establish and maintain long term relationships based on mutual trust and respect so that we may all develop and grow as individuals. This isn’t just about tax returns and financial advice for us!
Professional competence and care:
It is imperative all professionals maintain professional knowledge and skill at a level required to ensure their clients receive the best service and, that they act diligently in the application of technical and professional standards.
As a Legal Practitioner, Registered Tax Agent, member of CPA Australia, the Tax Institute of Australia and the SMSF Professionals Association of Australia, our principal, Ashwin Reddy, sets the firm’s benchmark when it comes to professional standards and care. We are mandatorily required to undertake ongoing learning to maintain our status with the abovementioned professional bodies.
Our affiliation with the relevant professional bodies requires us to maintain strict ethical standards, which will not be compromised.
You can also be assured that you will deal directly with the Principal and/or Adviser on all advice and compliance matters.
All financial advisers must operate under an Australian Financial Services Licence (AFSL). All financial planning related services will be provided by T.S.D. Advisory Group Pty Ltd – ABN 62 168 902 065, Corporate Authorised Representative and Corporate Credit Representative of Securitor Financial Group Ltd ABN 48 009 189 495 AFSL and Australian Credit Licence 240687.
A key reason for our decision to partner with Securitor is it’s drive to ensure advisers maintain professional standards above the industry average. Securitor requires its representatives to complete external assessments and annual training programs to stay at the forefront of best practice.
Like attracts like. Just as Securitor focuses on supporting innovation and the ability to do more, we continually strive to do the same for our clients to help them achieve their goals.
Clear and transparent fee structure:
Our fees are based on the services you receive. We will typically charge a fixed fee for advice and/or services provided. However, an hourly fee may be quoted in some instances, subject to the nature and complexity advice and/or services required.
Having spent the last 12 years at large professional advisory firms, including PricewaterhouseCoopers, Ernst&Young and Dixon Advisory, our principal, Ashwin Reddy, understands what is truly value for money in an advisory and compliance context.
As a small firm, we have the flexibility to be competitive with our fee structures without compromising on the quality services you receive.