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.
Comprehensive SMSF Support
Their advisers assist with:
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SMSF establishment
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Trustee structuring
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Investment strategy formulation
This ensures alignment with compliance obligations and long-term goals.
Specialised Expertise in SMSF Property Investment
The firm’s expertise extends to managing Limited Recourse Borrowing Arrangements (LRBAs) for property acquisition within SMSFs—for example, supporting a plumbing business through a factory purchase funded by its superannuation structure.
Technical Precision and Governance
Technical complexities such as:
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Trustee company governance
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Investment strategy documentation
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Deed amendments
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Cash flow modelling over 10-year horizons is addressed with precision and attention to detail.
Strategic Transitions and Tax Efficiency
Apprise Harpel also guides clients through transitions between accumulation and pension phases, ensuring tax efficiency and compliance with contribution caps and minimum drawdown rules.