Our Services

An SMSF Magic Adviser is authorised to provide advice on the following


Should I have an Self-Managed Superannuation Fund?
Most people have their super with a fund that is managed by a fund manager, a large corporation or an industry body. However, a rapidly growing number of people have decided to manage their own super funds which are known as SMSFs. We can help.

Withdrawals
Retirement planning is vitally important. After all, when you have been working hard to get money into the super fund, and have complied with all the rules and contribution caps, you want to maximise your opportunities when you start drawing on your super savings.

Contributions
To make the most of the many important tax benefits, you need to understand the different types of super contributions and be aware of the limits (referred to as ‘caps’) that exist on how much you can contribute to super tax-effectively each financial year.

Pensions
For some people, the Age Pension will make up most of their retirement income. For others, it works out to be a handy bonus. Some do not receive it at all. So, understanding your eligibility is a crucial part of retirement planning. Your SMSF Magic Adviser can help.


For further advice on Rolling Over superannuation, Investment strategies, Investment portfolio construction, & insurance, please visit CBC Financial Advisers.

For specialist financing assistance in respect of using your Self-Managed Super Fund to buy residential or commercial investment property please visit Addisons Advisory Group.


Looking for high quality, affordable
SMSF advice?


Contact Us Now

Our Team

Meet our team of SMSF Magic Advisers



Andrew Teece SMSF Magic Adviser

Andrew Teece

Director, Business Adviser, SMSF Specialist Adviser
andy@cbcproactive.com.au

Andrew has worked in Public Practice assisting small to medium-sized business clients since 1998, commencing as an undergraduate. He has gained experience across an array of industries and has a particular interest in Tax Structuring, Business Advisory, Superannuation and Estate Planning.

Andrew has the ability to cut through the data to gain insight into your business operations and ask the right questions to challenge clients and assess their motivation. Andrew understands that business and financial motivation is closely linked with personal goals, and challenges clients to work toward the point where these goals align.

Qualifications: B.Com., CPA



Tony Trochilas SMSF Magic Adviser

Anthony (Tony) Trochilas

Senior Tax and Business Services Adviser, and SMSF Specialist Adviser
tony@cbcproactive.com.au

Tony joined CBC Proactive Accountants in 2003 and has over 16 years’ experience in Public Practice. Tony is solutions orientated and enjoys working one-on-one with individuals and small business clients to provide proactive and focused advice. Experienced in helping small to medium sized business clients increase cash-flow, maximise profits and improve how they manage their accounts, in particular by implementing Cloud accounting solutions.

Tony keeps fit going to the Gym and riding his mountain bike. He has a Black Belt 1 Dan in Taekwondo.

Qualifications: B.Acc, DFS (FP), FTI, FNTAA, JP (NSW)



Justine Vorich SMSF Magic Adviser

Justine Vorich, CA

Senior Tax and Business Services Adviser, and SMSF Specialist Adviser
justine@cbcproactive.com.au

Justine has enjoyed helping many clients at CBC Proactive Accountants over the last decade with their needs in such areas as tax residency, Cloud accounting software and tax planning. Justine likes helping her clients work smarter, not harder. Justine is an avid baker, regularly bringing her sweet creations to the office to share. Justine also enjoys participating in fun runs and playing competitive soccer.

Qualifications: Bachelor of Commerce (Accounting & Finance), CA, Justice of the Peace (NSW).


Looking for high quality, affordable
SMSF advice?


Contact Us Now

Contact Us

Ready to talk to one of our expert SMSF Magic Advisers?


Freecall
1800 622 892 (0297842000)

Email
cbc@cbcproactive.com.au

Address
Shop 2, 17-25 William Street, Earlwood NSW 2206



Send us a message


Your Name *

Your Email *

Your Phone *

Subject

Your Message

* Required

To prevent spam, this site is protected by the Google reCAPTCHA tool. The Google Privacy Policy and Terms of Service apply.


View on Google Maps