Robert Northcoat

I wish I’d spoken to him years before and taken his advice, which has uniformly been excellent both strategically on the long term retirement plan and tactically along the way, to achieving shorter term goals. His administration of our SMSF has additionally been first class with all record keeping and compliance issues taken care of, such that it all just seems to happen. If we’d done all that much earlier we could have been sailing the high seas in our 50’s instead of our 60’s! Do yourselves a favour and talk to Rob years before you think you need to. In your 30’s, 40’s or 50’s, not just in your 60’s.

Robert was fantastic at helping me through a complex SMSF structure for a property investment (a LRBA and a property trust). I found his explanations of each part along the way and how they connect together quite clear. He knew what was important to consider and how to meet the legal requirements. He turned the setup process from stressful to simple.