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      (07) 3292 5555CallMap & DirectionsDirections190 Boundary StreetWest End, QLD 4101
      About Uschevron down

      Self Managed Superannuation Specialists

      • A Well Respected Financial Planner!
      • Giving Our Clients Peace of Mind!
      • Independent Family Owned Financial Planner!
      • We Have Clients Throughout Australia!
      • We Have a Long History in Superannuation!
      General Info

      Financial Planning, Super Strategies, Wealth Creation, Investments

      Dunross Financial Planning Pty Ltd (AFSL 237 496) is an independent family owned financial planning business that, for the last 20 years, has provided clients with tailored financial solutions. We can assist you with Estate Planning, Wealth Creation, Insurance, Superannuation Strategies and Investment Advice. We deal in direct shares, fixed interest and managed funds.

      The Business's founder is Alan Skerritt, who has a long history in superannuation, Life Insurance and Financial Planning. He is a well respected Financial Planner, and, in 1986, “Dunross Financial Planning Pty Ltd (Australian Financial Services Licence No. 237496), was established offering clients advice on retirement strategies, insurance and investments.

      Our clients have peace of mind knowing that all the “paperwork” side of their SMSF is being handled by experts. This leaves Fund Trustees with the freedom to concentrate on Superannuation Fund assets and Investment decisions. Dunross Financial Planning Pty Ltd can advise you about setting up your SMSF. We can also assist with:Investment Advice Retirement Strategies Pension Strategies Estate PlanningWe deal in: Managed Funds Direct shares Fixed interest

      Although we are a Brisbane based operation, we have clients throughout Australia. Our clients hold a variety of investment portfolios. Many hold portfolios of direct shares, whilst others hold commercial property, rental properties and managed funds. Their fund values range from about $80,000 to balances in excess of $5 million. To contact Dunross Financial Planning Pty Ltd call us on (07) 3292 5555.

      Email
      Payment method
      eft, bpay, cheque
      Established
      1977
      ABN
      33 010 849 037
      Service Notes
      Open Monday to Friday
      Category
      Financial Planning
      Licenses
      Legal ID: 237496
      Commercial
      Yes
      Keywords
      Advice, Asset Protection, Consultations, Direct Shares, Estate, Estate Planning, Finance Advice, Finance Information, Financial, Financial Planning, Financial Planning Help, Financial Planning QLD, Financial Planning Queensland, Information, Investment, Investment Advice, Investment Financial Services, Investment Strategies, Planning, Redundancy, Retirement Planning, Self Managed Superannuation Specialists QLD, Self Managed Superannuation Specialists Queensland, Social Security Planning, Succession Planning., Superannuation, Wealth Creation
      FAQschevron down

      What is a Self Managed Superannuation Fund (SMSF)?

      A SMSF is a small trust set up with the primary purpose of providing retirement benefits to its members. A core difference from other Superannuation vehicles is that all the members must also be trustees. The maximum number of members is four.


      Who can be a Trustee?

      Provided you are over age 18 and are not considered a “disqualified person” you are able to act as a trustee of a SMSF. A disqualified person: -Has been convicted of an offence involving dishonesty. -Is insolvent under administration (i.e. bankrupt), or -Has, at any time, has been subject to a civil penalty order under the SISA.


      How much Superannuation do you need to set up a SMSF?

      There is no minimum requirement before you can set up a SMSF. However these types of funds become more cost effective with higher balances. There are many views of what the minimum should be before you proceed with your own fund; some suggest $100000, other views are for higher balances. If your balance is quite small, you may find your fixed operating costs are too high and you will have difficulty in diversifying your fund’s assets.


      Can a SMSF have just one member?

      Yes you can have a Single member fund. The Trustee requirements are slightly different for a Single member fund. -A Single member fund can have a Corporate Trustee with either: -A Sole Director who is the member of the fund, or -Two directors, one of which is the member with the other Director being either related to the other director or not an employee of the other Director


      Reviews

      Brett D.

      11/06/2016

      Well-respected group.