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

Alan Moffat

Director

Alan Moffat

Business Services

Alan is a business services director, who joined the firm in February 1991. He was previously with Pannell Kerr Forster for 15 years, the last 8 as a partner in the firm’s business services division.

Alan gained a number of years’ experience in commerce prior to moving to the profession. He has gained a wide range of experience through his involvement with a diverse range of clients, including both public companies and private client groups, operating in the areas of technology, IT outsourcing, investment, hospitality, property development and retail and wholesaling areas. Alan also has experience in taxation, superannuation and estate planning related matters.

Alan is a member of Chartered Accountants Australia & New Zealand, and a Registered Tax Agent.

 

Telephone:+61 2 9930 7700

Email:amoffat@boroughs.net.au

Andrew Lam

Director

Andrew Lam

Tax

Andrew is a specialist tax director who joined the firm in July 2018. He has broad experience in providing corporates and individuals with general tax planning/restructuring advice and assisting with transactional tax planning including access to small business CGT concessions and conducting tax due diligence. He can also assist clients in tax controversy matters.  His clients include small and medium businesses, family groups, and not-for-profit entities.

Prior to joining Boroughs, Andrew led the specialist tax consulting team of another mid-tier chartered accounting firm. In previous roles, Andrew has progressed through the tax consulting teams of big 4 and mid-tier accounting firms and a top tier law firm.

Andrew is a chartered tax adviser of the Taxation Institute of Australia, an affiliate member of the Institute of Chartered Accountants in Australia, and a qualified solicitor, admitted to practice law in NSW. Andrew holds a combined Bachelor’s degree in Commerce/Law and a Masters of Laws.

Telephone:+61 2 9930 7700

Email:alam@boroughs.net.au

SERVICES

null

Start typing and press Enter to search