Superannuation & SMSFs

Apprise Harpel Group offers strategic and technically robust advice on superannuation and Self-Managed Super Funds (SMSFs), tailored to help clients optimise retirement savings while navigating the intricate regulatory landscape. Their advisers assist with SMSF establishment, trustee structuring, and investment strategy formulation, ensuring alignment with compliance obligations and long-term goals . The firm’s expertise extends to managing Limited Recourse Borrowing Arrangements (LRBAs) for property acquisition within SMSFs, such as a recent client, where the fund supports a plumbing business through a factory purchase. Technical complexities such as trustee company governance, investment strategy documentation, deed amendments, and cash flow modelling over 10-year horizons are addressed with precision Apprise Harpel also guides clients through transitions between accumulation and pension phases, ensuring tax efficiency and compliance with contribution caps and minimum drawdown rules

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