At Stellar Super we are passionate about helping our clients get the most from their Super ~ what we deliver is confidence in the Super Advisory process. This purpose combined with our experience means we have the unique ability to provide a painless experience with the whole journey effectively being managed through one partner who is there for every step of the process to ensure our client’s needs are interpreted and implemented. We know from experience the best result is achieved through a high level, high touch experience, involving close collaboration with the client and delivering on the promise. Achieving quality outcomes for our clients that results in building trust and enhances our reputation is ultimately what drives us and what we do better than anyone else.
The Stellar Team
What client’s say
Starting up an SMSF was one of the best decisions for my family and I. With the help of the Stellar, I was able to purchase my business property through the Fund and pay the rent straight back in. Since doing this, I have seen a large increase in the Fund balance as well as a decrease in my annual tax bill! This set up is much more beneficial for me, and my family in the long run, as all of the rent that would usually be paid to a third party, gets to stay in the family and provide for our retirement. They took all of the stress out of buying a property and I found the Stellar team extremely helpful and knowledgeable about the processes.
Stellar Super have made my transition into retirement so much smoother than I could have imagined. After reviewing my goals and current situation, they recommended that I start a Transition to Retirement Income Stream (TRIS), as I am over 60, it meant that I could take these payments tax free. This second income enabled me to decrease my days at work, whilst not losing any of the income that our household functionality relied on.
I came to Stellar Super because my wife and I felt that we needed a more in-depth look at our SMSF. After discussing our situation with the team, it was identified that the pensions we were taking exceeded the amounts that we needed to sustain our lifestyle, and a re-contribution strategy was suggested. This particular strategy helped us sustain a sizeable balance in the Fund, whilst also decreasing the taxable amounts of our member balances so that our adult children would benefit from the tax savings when we pass on.
SMSF trustees need to truly understand diversification and better diversify their portfolios.
The benefits of a well-diversified portfolio are numerous but the key ones that SMSF trustees should focus on are the benefits of mitigating volatility and short-term downside investment risks, preserving capital and the long-run benefits of higher overall returns. By spreading an SMSF’s investments across different asset classes and markets offering different risks and returns, SMSFs can better position themselves for a secure retirement.
However, did you know that 82% of SMSF trustees believe that diversification is important but in practice many do not achieve it?
The adviser and firm from Canberra are officially in the running to take home 4 awards at the prestigious SMSF and accounting event of the year.
Stellar Super joins the roster of finalists to win SMSF Firm of the Year at the SMSF and Accounting Awards 2018. The first-of-its-kind, the nationwide industry event recognises state-based performance in SMSF and accounting professions across Australia.
Brooke Hepburn-Rogers is a finalist to win:
– SMSF Adviser of the Year
– SMSF Accounting Professional of the Year – Metro
– SMSF Specialist Accountant of the Year
Brooke has been shortlisted, the second year running, for the prestigious Women in Finance Awards, partnered by NAB, and is in the running to take out one of Australia’s top industry awards, for SMSF Adviser of the Year.
In its second year, the Women in Finance Awards, which covers 28 categories, highlights the outstanding work of women within financial services and puts them on a national stage to support the continuing growth and development of women in the financial arena.
The winners will be announced at a black-tie awards dinner on Thursday, 20 September at The Star, Sydney.