Superannuation & Wealth Strategies
Your superannuation is one of the most tax-effective wealth vehicles available to you. Most business owners are not using it that way.
At Toohey Reid we treat superannuation as a serious wealth planning tool, not an afterthought. Our Superannuation & Wealth Strategies service is designed for business owners and high-income professionals who want their super working as hard as the rest of their financial position structured correctly, integrated into their broader wealth strategy, and reviewed continuously as their circumstances evolve.
Most business owners treat their superannuation separately from their business. That is where the opportunity is missed. The two need to work together contributions timed to minimise tax, investment strategy aligned to your broader wealth position, and the fund structured correctly from the start.
Trusted by Brisbane’s most established business owners and high-income professionals to structure, protect, and grow what they have built.
Memberships
The most tax-effective dollar you can earn is often the one that goes into super. The question is whether your fund is structured to make the most of it.
For business owners turning $2M and above, superannuation is not just a retirement savings account. It is a legitimate tax planning tool, an asset protection vehicle, and a long-term wealth accumulation strategy. Most people are using it as the first of those three. We help you use it as all three.
SMSF Establishment & Ongoing Strategy
A self-managed superannuation fund is one of the most powerful structures available to a business owner when it is set up correctly and managed strategically. We establish and administer SMSFs with a focus on long-term wealth outcomes, not just compliance. The fund is designed around your goals, your asset position, and the role super plays in your broader financial plan.
What’s Included:
Integrated Wealth & Super Planning
Your super should not be managed in isolation from your business or your personal wealth. We integrate SMSF strategy into your broader financial position timing contributions to reduce tax, aligning investment strategy to your personal goals, and planning your pension phase well before you need to execute on it.
Services Included
Turning superannuation from a compliance obligation into a genuine wealth strategy.
We combine technical SMSF expertise, integrated wealth planning, and trusted advisor relationships to give business owners and high-income professionals confidence that their super is working as hard as every other part of their financial position.
What is a self-managed superannuation fund?
Is an SMSF right for me?
How does super integrate with my business tax planning?
What happens to my super when I exit the business?
Think differently about your superannuation.
Your super is not just a retirement account. In the right structure, it is one of the most tax-effective wealth vehicles available to you.
Work where the advice is actually worth giving.
Join a firm where precision, strategy, and genuine accountability define every client relationship.
Let’s Talk About Your Super.
If you are ready to work with an advisor who understands the complexity of your business and gives you the clarity to move forward, start here. The first conversation is direct, free, and worth having.
(07) 3221 1055 differentthinking@tooheyreid.com.au
