Question 1

Q. We have an SMSF, what's it like having Sullivan Dewing manage it?

Accepted Answer

We handle the full compliance picture - annual accounts, income tax returns and reporting obligations, and pair it with strategic advice on contributions, investments and withdrawals. Most importantly, your SMSF strategy is integrated with the rest of your business and personal wealth plan, not run in isolation.

Question 2

Q. How do you align my super strategy with my business and personal wealth goals?

Accepted Answer

We treat your business as a tool to grow your personal wealth - and your super as a key part of that picture. That means coordinating contribution strategies, structural decisions and tax planning across the full picture, so every move adds up.

Question 3

Q. We're approaching retirement, how does Sullivan Dewing help us transition the wealth we've built?

Accepted Answer

We work with clients on tax-effective transition-to-retirement and full retirement strategies, making sure super, business proceeds and personal wealth all work together to fund the lifestyle you want. The right strategy here can make a real difference to what you keep.

Question 4

Q. What kind of clients do you typically work with on super and wealth?

Accepted Answer

Established business owners using their business as a wealth-building vehicle, clients with SMSFs and complex contribution strategies, and those preparing for or transitioning to retirement. The common thread is wanting a wealth strategy that keeps pace with what they've built.