Sometimes you just want to ask an expert for some quick advice.
For your benefit we have created an Advisory Panel consisting of a panel of recognised SMSF experts that can assist you with responses to your questions. A current policyholder of an insurance product arranged by Self Super Insurance is entitled to free initial advice from the Self Super Insurance Advisory Panel which relates to matters which are relevant to your SMSF.
What’s the process?
- Check the list below to see which expert has the skills relevant to your query
- Contact them and, after identifying yourself as a current client of Self Super Insurance, ask your question.
- The panel member will seek to address your query at no cost to you.
This is a service to help you with those quick questions that just need answers now. However, if the query requires a more in-depth or tailored/personalised response, the Panel Member will let you know it requires more effort and at that point they’ll outline that further advice may come at a cost.
Our Advisory Panel experts are:
Shane Ellis, SMSF Law
Shane is a leading expert in SMSF Estates & Law, Family Estate Planning, Asset Protection Structuring & Business Structures.
He is SPAA Accredited SMSF Specialist Advisor & ASIC RG 146 Specialist Self Managed Superannuation Fund Accreditation.
Phone: (07) 55 307 319
Daniel Butler and Nathan Papson, DBA Lawyers
DBA Lawyers is one of Australia’s leading law firms specialising in the areas of superannuation, succession planning and taxation.
They are a SPAA Accredited SMSF Specialist Advisor.
Phone: (03) 9092 9400
Phone: (03) 9092 9400
Liam Shorte, NextGen Wealth Solution
Expertise in strategic advice relating to the acquisition or transfer of assets into a SMSF; retirement planning strategies; SMSF Limited Recourse Borrowing Arrangements; maximising income streams inside and outside super in retirement and Intergenerational Estate Planning.
Liam is a designated SMSF Specialist Advisor™ and Accredited Mortgage Consultant, and a member of the FPA, SPAA and MFAA.
Kris Kitto, Superfund Partners
Expertise across the spectrum of accounting and administration issues for SMSF’s. Kris has a detailed understanding of SMSF’s coupled with high level general taxation knowledge and experience.
Kris is a SMSF Specialist Advisor (SPAA), Chartered Accountant with a Diploma of Financial Services, Bachelor of Business and is a Justice of the Peace (QLD).
Phone: 1300 889 282
Art & Collectables
Brenda Colahan, Brenda Colahan Fine Art
Brenda has over 20 years’ experience in the industry, and has operated as an independent, professional art consultant for 13 years.
She is an approved valuer for the Australian Government’s Cultural Gifts Program, a Member of the National Council of Jewellery Valuers (Fine Arts Division), and also a Member of the Art Consulting Association of Australia.
Brenda holds a B.A. (Hons) with a double major in Fine Art and Archaeology from the University of Sydney.
Mob: 0414 377 227