Terry & Shelley established a SMSF in June 1995. As at 30 June 2015 they had a super fund valued at $2,187,338.
‘Joe helped me establish the fund along way back now and has taken care of the administration and annual compliance issues over all those years. Its been a tax effective solution for my family and now I have a retirement nest egg that I probably would not have had unless Joe had suggested the strategy.
-Terry, age 64, Gold Coast