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Superannuation Services

Superannuation Services

Tax effective investment in your future

Saving through superannuation is a tax-effective option that can make your savings grow faster.

More choice with a self-managed superannuation fund
 
A self-managed superannuation fund (SMSF) offers a range of powerful benefits including:
 
  • more control and flexibility to plan your financial future
  • the ability to structure an investment plan tailored to suit your personal values and life goals.
 
Bentleys’ superannuation specialists are experts in taxation law, the Superannuation Industry (Supervision) Act 1993 (SIS) and corporations law.

We can help you meet your financial goals by:

  • establishing your self-managed superannuation fund
  • Managing your fund’s compliance with the SIS Act
  • providing taxation and audit services
  • helping you choose your investments
  • planning your estate and retirement
  • maintaining accounting and member records
  • preparing annual financial statements
  • assisting with fund transition to pension phase
  • preparing annual pension fund paperwork
  • maintaining portfolio records (including shareholding reports, dividend reports, capital gains tax calculations and transaction listings)
  • attending to all taxation obligations (including income tax and regulatory returns, installment activity statement (IAS), business activity statements (BAS) and eligible termination payments.
 
To find out how superannuation can work for you, talk to a Bentleys Advisor today.

Talk To Your Bentleys Advisor

Peta Grenfell

Managing Director, Caloundra, QLD +61 7 5436 0300
Peta is the Managing Director of the Bentleys Sunshine Coast office and works closely with clients in many industries.

Kevin Cranfield

Director, Business Services, Audit, Sydney, Sydney, NSW +61 2 9220 0702
Kevin Cranfield is a founder and Managing Director of the Sydney practice and a member of the Bentleys Australia Board. With a diverse client base, Kevin specialises in Business Advisory and Audit services.

Nigel Banks

Director, Business Services, Sydney, Sydney, NSW +61 2 9220 0701
The Chairman and founder of the Sydney practice, Nigel Banks specialises in Business Advisory, assisting high-net-worth individuals and SMEs. Nigel also represents Asia Pacific as a Board Member of Kreston International.

Ben Cameron

Managing Partner, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Ben Cameron is the Managing Partner of Bentleys Brisbane and head of the firm’s specialist Agribusiness Team.

David Wilson

Managing Director, Hobart, TAS +61 3 6242 7000
‘I particularly enjoy assisting people with making their businesses successful which in turn opens up many options for them in their personal lives.’

Shari Neagle

Director of Superannuation Services, Adelaide, Adelaide, SA +61 8 8372 7900
Shari joined Bentleys in 2006 as the manager of Superannuation Services. Shari was promoted to Associate in July, 2010 and then to Director in December, 2015.

Jon Carcich

Director, Taxation & Business Services, Perth, Perth, WA +61 8 9226 4500
“I get a real buzz when I coach a company through a particularly difficult time and see the management success and reach their business goals”

Chris Hope

Director, Business Services, Sydney, Sydney, NSW +61 2 9220 0704
As a founder and Director of Bentleys Sydney, Chris specialises in Business Advisory services and advises clients across all types of family and business structures in the SME market.

Rohan Mansfield

Partner, Superannuation, Melbourne, VIC 03 9018 4666
Rohan has been in public practice since 1990, joining McLean Delmo Bentleys in June 2012 and is a Senior Manager and Leader of the firm’s Superannuation team.

Tim Lack

Director, Hobart, TAS +61 3 6242 7062
As a director in the business services division, Tim advises a wide range of clients with varying business structures in the small-to-medium enterprise market, as well as individuals requiring expert assistance with their taxation affairs.

Tina Kiernan

Director, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Tina is a Director in the Business Services division of Bentleys, and has been with the firm since 2000.

Glenn Sterrey

Director, Financial Planning, Adelaide, Adelaide, SA 08 8372 7900
Glenn leads the team at Bentleys Wealth Partners to provide unbiased and professional advice to those seeking to secure their financial futures.

Carlo Negri

Director, Hobart, TAS +61 3 6242 7000
.

Heath Shonhan

Partner, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Heath is a Business Advisory Partner in Brisbane. His national and international experience is underpinned by specialist focus in industries including health and aged care, family-owned businesses and community organisations.

Roger Ellinson

Director, Business Services, Sydney, Sydney, NSW +61 2 9220 0700
Roger Ellinson joined Bentleys in 2013 as a Director in Business Advisory and Audit services. With over 32 years experience, Roger has particular expertise in the Health and Aged Care sector.

Mike Derbyshire

Director, Hobart, TAS +61 3 6242 7007
Mike has 20 years’ experience and specialises in providing audit and assurance services. He has a particular interest in maximising the efficiency and quality of audits by making the best use of available technology.

Peter Tran

Partner, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Peter is a Partner in the Business Services Division of Bentleys. He is a Chartered Accountant with more than fourteen years’ experience in the accounting profession. Peter joined Bentleys in 1998.

Leonie Taylor

Partner, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
After joining Bentleys in 1979, Leonie was appointed associate in 1988 and admitted to partnership in 1991.

Jodi Lupton

Director, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Jodi is a Director in the Business Advisory division, and is a Self- Managed Superannuation Specialist.

Brendon Murray

Partner, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Brendon Murray is a Partner in the Business Services division of Bentleys Chartered Accountants. He has been with Bentleys since 2002.

Gary Olsen

Director, Business Advisory, Adelaide, Adelaide, SA +61 8 8372 7900
A seasoned business advisor and skilled mentor, Gary works closely with a broad range of organisations and individuals to support their longer-term financial success.

Fab Fanayan

Director, Taxation & Business Services, Perth, Perth, WA +61 8 9226 4500
“I love working closely with my clients and being part of their success! Giving client’s peace of mind that their financial affairs are in order and being their trusted advisor is what I enjoy”

Karen Gambles

Director, Ulverstone, TAS 1300 361 346
.

Andrew Keily

Director, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Andrew is a Director in the Business Services Division at Bentleys. He joined the firm in 2005.

Bob Evett

Director, Audit, Sydney, Sydney, NSW +61 2 9220 0716
As the lead Audit and Assurance Director in Sydney, Bob has over 30 years experience in Business Advisory and Audit services. Bob's specialties include clients in the Charities and Not-For-Profit sector.

Jake Selinger

Director, Business Services, Sydney, Sydney, NSW +61 2 9220 0760
With more than 42 years experience in Business Advisory and Audit, Jake Selinger joined Bentleys in 2013 as a Director after merging his practice, Selingers Chartered Accountants.

Lauren Welk

Director, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Lauren Welk is a Director at Bentleys within the Business Services division. Lauren has over fifteen years' experience specialising in business advisory and tax planning services.

Edi Carlesso

Director, Business Advisory, Adelaide, Adelaide, SA +61 8 8372 7900
Holding positions of leadership in South Australia and on the National Board, Edi actively supports a diverse client base and contributes to the development of the Bentleys brand.

Paul Mazzachi

Director, Business Advisory, Adelaide, Director, SA +61 8 8372 7900
A senior member of the Bentleys SA team, Paul works closely with his clients to support their growth and development.

Rohan Dunsdon

Associate Director, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Rohan is an Associate Director and an active member of the Bentleys Agribusiness specialist team. He is a key member of the team for advising on large scale transactions in the cattle industry.

Ryan Rostron

Associate Director, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Ryan joined Bentleys in 2007. He is a Chartered Accountant and an Associate Director in the Business Services division.

Gemma Cook

Associate Director, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
With over 10 years of experience in the accounting profession, Gemma provides business and taxation advice to private and family owned business, small to medium enterprises (SMEs) and high net wealth individuals.

Gerald Kenehan

Client Director, Business Services, Sydney, Sydney, NSW +61 2 9220 0707
As a Business Advisory Client Director, Gerald is responsible for a wide variety of clients including high-net-worth individuals, professionals and business groups.

Jennie Lynn

Client Director, Superannuation, Sydney, Sydney, NSW +61 2 9220 0741
Client Director Jennie Lynn leads the Sydney Superannuation division delivering clients expertise in Self-Managed Superannuation Funds (SMSF), retirement and financial planning.

Ross Prosper

Director, Taxation & Business Services, Perth, Perth, WA +61 8 9226 4500
“I enjoy tucking into complex tax legislation, seeing how it all fits together, then coming up with user friendly advice for my clients.”

Scott Field

Associate Director, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Scott is an Associate Director within the Business Services division of Bentleys. He has over eleven years experience in the accounting profession.

Sharon Waldron

Associate Director, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Sharon is an Associate Director within the Bentley’s Business Services division. She joined Bentleys in 1998.

Ulli Bendle

Consultant, Caloundra, QLD +61 7 5436 0300
Ulli joined the Sunshine Coast office in 1983 and has over thirty years experience in the region.

Peta Bourne

Associate Director, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Peta Bourne is an Associate Director within the Business Services division of Bentleys. She joined Bentleys in 2004 as an undergraduate and has qualifications in Business and Information Technology.

Michael McClaren

Senior Consultant, Business Advisory, Adelaide, Adelaide, SA +61 8 8372 7900
A senior member of the Bentleys SA team and agribusiness specialist, Michael McClaren's extensive experience includes taxation and business advisory, litigation support, audit and assurance.

Jeremy Elias

Senior Manager, Business Services, Sydney, Sydney, NSW +61 2 9220 0737
Jeremy is a Business Advisory Senior Manager providing taxation, accounting, and business consulting to clients from a broad cross-section of industries.

Craig Muchamore

Senior Financial Planner, Adelaide, Adelaide, SA 08 8372 7900
Craig provides independent wealth management advice to individuals who wish to take control of their financial wellbeing.

Nick Gahan

Senior Financial Advisor, Perth, WA 9226 4500
I'm passionate about helping my clients to think about and to define their lifestyle and financial goals.

Bradley Raw

Manager, Superannuation Services, Perth, WA +61 8 9226 4500
I really enjoy working collaboratively with my clients to work through any issues they have.

Cheryl Lee

Client Manager, Hobart, TAS +61 3 6242 7053
Cheryl has over 35 years experience in the accounting area and has experience in accounting and taxation, including research and development, basic auditing and superannuation.

Margaret Tanwan

Manager, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Margaret commenced work with Bentleys in the Business Services division in 1983 and was appointed a manager of the firm in 1989.

Tanya Bowen

Manager, Taxation & Business Services, Perth, Perth, WA +61 8 9226 4500
I enjoy helping clients with the complex tax requirements faced by businesses, so they can focus on growing their business

Teresa Marsoke

Manager, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Teresa is a Manager within Bentleys Business Services division and has over 14 years experience in the accounting profession.

Lorna Clarke

Client Manager, Hobart, TAS +61 3 6242 7056
Lorna has 40 years accounting and administration experience from self-managed superannuation funds, trusts, estates, individuals, and large and small enterprises, to a multi-national company.