Limited Recourse Borrowing Arrangements

Our accounting practice communicates with clients regarding their superannuation and retirement goals. We are also often asked about borrowing through self-managed super funds, or we may identify planning opportunities for clients using their super. Whilst we can identify these issues or opportunities exist, we do not have the expertise to advise or deliver outcomes. That’s where Rita comes in. Having worked with Rita for many years, we are always confident to recommend her services. She works closely with us and provides thorough and practical advice to our clients. This strengthens our client relationships because they are getting results.

Miriam Eagle FCPA - Partner – Eagle Accounting, Cairns

Our firm was one of the lucky recipients of a signed copy of your book as a kind Christmas gift from Rod Harris at TeleBiz in Cairns. As the title and back cover grabbed my interest, I made a point of starting to read it after returning to work yesterday. Having now finished it, I just thought I should let you know how much I enjoyed reading it. Not only was it very relevant to the current circumstances of myself and Jodi, but it was clearly and succinctly written and easily understandable. It was very reassuring to understand, much more clearly than I previously have, the benefits of having in place our SMSF and how we can make this work for us much more effectively moving forward. As we have all the right tools in place, and now having a much better understanding of many of the options open to us in utilising the fund, and our investments, I’m inspired to take a much greater interest in this side of our affairs. I’m looking forward to focusing more on this during the coming months than I have previously done, and also to improving our investment strategies. Thanks so much for the great information and the inspiration.

Mark Peters - Peters Bosel Lawyers Cairns

I refer clients to Rita because she is very genuine, and she will tell clients what they need to hear, not necessarily what they want to hear. Rita has a huge amount of experience in business, accounting and investing. She not only talks the talk she walks the walk.

Greg Stanton - Principal Barrier Reef Accounting

Having been self-employed for the majority of my working life I have always been very focused on my business, but never seemed to find the time to plan for retirement. An opportunity came up to purchase the office I was renting, and I looked into buying it through a SMSF. After some research it seemed far too complicated and I had almost given up when I found Rita. From the first meeting it was very evident Rita had all the answers. I needed to set up a SMSF and borrow to purchase the office, and with a positive and proactive approach Rita made the whole process easy. Thank you Rita – rather than paying rent each month I am now getting one step closer to retirement.

David Jaunzems - Cairns Beaches Realty

I have worked with Kerry for eleven years now and appreciate that she always hears my concerns with respect to financial security. Kerry genuinely cares about my financial plan and making sure that I am adequately covered and protected. It’s nice to speak with someone directly who is always on top of the current issues and removes the stress and complexity from financial planning and insurance.

Samantha Singh

Rita, the “nine year” plan we undertook when you first set up our SMSF is now completed. As of October 2018, our pension/SMSF is totally tax free to the kids. Thanks!

Patsy Bilic - Silkwood

Our first meeting with Rita was held a few days before Christmas. We were meeting with our bank manager to discuss some business restructuring options prior to my father-in-law leaving for overseas in the next few days. As our bank manager recommended Rita, we phoned her during the meeting to see if we could arrange an appointment. As I explained that we were trying to make some major decisions about our business and our self-managed super fund, Rita dropped what she was doing and came around to our home immediately to join our meeting. She asked very intuitive questions and listened intently before she gave some sound, direct advice that has helped our family know we could move forward financially and restructure the business to provide peace of mind to both sides of the family. From day one Rita’s enthusiasm, thoroughness, sound advice and absolute dedication to do her best for us has been undoubtably evident. We are very fortunate to have her as our financial planner and now our friend.

Jane Mitchell - Nordig NQ Pty Ltd