Super Strategies is a department within Casey Partners with a team of professionals dedicated to self-managed superannuation funds. Super Strategies have the expertise to help you manage your super and develop it into a dynamic investment vehicle for accumulating and funding your retirement.

Self-Managed Superannuation Funds are one of the fastest growing areas of investing for retirement in Australia. Unfortunately, it is also one of the most complex areas. Super Strategies is a specialist self-managed super fund division with the expertise to guide you in this area and advise you when needed. With the Financial Planning skills of Lisa O'Sullivan an accredited financial planner in Self Managed Superannuation Funds and the management expertise of experienced Senior Accountants, Katherine Hose and Callen O'Brien, Super Strategies is well placed to help you achieve the financial goals of your Self Managed Superannuation Fund.

We can facilitate completion of all compliance matters including the preparation and lodgment of income tax returns and contribution statements, including annual returns for corporate trustees.

Our focus is not just compliance, but also assisting you to use your superannuation fund to meet your retirement goals in a tax-efficient way. We can assist in the development and continual maintenance of an investment strategy tailored to the circumstances of your super fund.

Super Strategies is designed to provide advice and assistance in a broad range of areas relating to Self-Managed Super Funds, including advice on investment restrictions, estate planning and the ever-changing pension and income stream options. To provide this complete service, we have access to a network of leading stockbrokers, financial planners and specialist superannuation lawyers.

We do not limit involvement to specific annual tasks and are always available to discuss matters either by phone or in person.

Our objective is simply to help you use your superannuation fund to, 'accumulate, consolidate & enjoy!'

To contact our office please call us on (03) 9707 2788 or email Katherine at katherine@caseypartners.com.au and Callen at cobrien@caseypartners.com.au