Superannuation Services

tax implications for superannuation, estate planning, superannuation fund audits

We provide advice on general areas of superannuation and estate planning, such as accounting, taxation, pensions and in-house asset rules. We are also able to provide specialised advice with a range of other services.

Boroughs operates under our own Limited Australian Financial Services Licence.

We are not tied to any Financial Planning Group and are always able to provide independent advice that is in the best interest of our client.

How we assist

The experienced superannuation team at Boroughs is able to provide expert advice including:

  • Advice on contribution limits and tax implications;
  • Advice on the taxation implication of superannuation income streams including transition to retirement pensions;
  • Estate planning to ensure maximum wealth is transferred from one generation to the next;
  • Advice on the treatment of superannuation in the event of a fund member getting divorced;
  • Corporate fund administration and advice;
  • Superannuation fund audits.

OUR SPECIALISTS

Chris Allen

Director

Chris Allen

Business Services & Assurance

Chris has over 35 years’ experience in the profession, advising the SME sector on all aspects of taxation, accounting and business management, as well as conducting audits of large enterprises and foreign-controlled Australian companies under the Corporations Act.

He has undertaken valuations of SMEs for both family law and business sale purposes, as well as leading due diligence engagements for clients looking to acquire businesses. In both the audit and advisory areas, Chris has particular expertise across builders and developers, agribusiness, manufacturers, wholesalers and distributors, aged care and health care service providers.

Prior to joining Boroughs in 2014, Chris spent 27 years with BDO and its predecessor firm PKF where he served on the firm’s executive in his capacity as Partner in Charge of the Private Client service line, as well as the firm’s National Head of Private Clients.

He is a registered company auditor, an approved SMSF auditor, a Registered Tax Agent and a member of Chartered Accountants Australia & New Zealand. He also holds a diploma in Financial Planning.

Telephone:+61 2 9930 7700

Email:callen@boroughs.net.au

Stephen Austin

Director

Stephen Austin

Business Services

Stephen has been a business services director since July 2008. He originally joined the firm in 2001 as part of the taxation advisory division and has more recently focused on business services clients that have specialised tax needs.

Prior to joining the firm, Stephen conducted his own private practice as well as acting as the Group Financial Controller for his family’s manufacturing and distribution business prior to its sale.

He has wide experience in taxation advisory, accounting, superannuation, family office and estate and succession planning matters.

Stephen is a member of Chartered Accountants Australia & New Zealand, CPA Australia, a Chartered Tax Advisor with the Taxation Institute of Australia, a registered SMSF Auditor, Registered Tax Agent, and a Justice of the Peace (NSW).  He holds a Bachelor of Commerce majoring in Accounting and Management (with a sub major in Marketing), and a Diploma of Financial Planning.

Telephone:+61 2 9930 7700

Email:saustin@boroughs.net.au

Stephen Viski

Director

Stephen Viski

Business Services

Stephen is a business services director who joined the firm in 2013, previously having been part of a large mid-tier firm for over 10 years.

He has experience in all aspects of accounting, including statutory and management accounting, structuring, outsourcing and taxation compliance and advice. He has been involved in a broad range of clients in various industries, including aged care, property & construction, professional service providers, primary production and sport and entertainment.

Stephen is a member of Chartered Accountants Australia & New Zealand and is a Registered Tax Agent. He also holds a diploma in Financial Planning.

Telephone:+61 2 9930 7700

Email:sviski@boroughs.net.au

Matthew Thorncraft

Director

Matthew Thorncraft

Business Services

With big four firm experience, Matthew has been a business services director since 2014.

Working with large privately-owned businesses, subsidiaries of multinational companies, entrepreneurs and high net wealth individuals, Matthew takes a proactive and hands-on approach to advising clients on the full suite of accounting, taxation and business-related matters.

Whilst industry experience is diverse, Matthew has extensive experience working with large privately held businesses operating in the property development and construction industries where he has acted as an outsourced CFO and provided finance function services.

Matthew is a member of Chartered Accountants Australia & New Zealand, a Registered Tax Agent and member of the Tax Institute of Australia. He also holds a diploma in Financial Planning.

Telephone:+61 2 9930 7700

Email:mthorncraft@boroughs.net.au

specialist services

SERVICES

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