Jimmy focuses on providing his clients with strategic advice relating to superannuation, retirement planning and taxation. He has extensive knowledge of Self-Managed Super Funds and specialises in working with Superannuation clients to meet their retirement goals or clients requiring estate planning advice. Jimmy enjoys assisting the trustees of SMSFs comply with the regulations and achieve the best taxation results for their retirement.
When Jimmy is away from the office his Wife and 3 children keep him on his toes but he says “he wouldn’t have it any other way.”
- Self-Managed Superannuation Funds
- Tax Effective Retirement Planning relating to Self-Managed Superannuation Funds
- Property ownership in Superfunds via various structures