Financial Advice
Financial decisions deserve considered advice.
Some decisions are worth slowing down for. We provide guidance on superannuation and financial decisions, taking the time to understand what you are trying to achieve before discussing the options — and doing it with a clear view of the tax and accounting side, because the two rarely sit apart.
- Guidance from FASEA-qualified professionals
- A licensed ASIC representative for super advice
- Considered alongside your accounting and tax position
Advice that starts with understanding your situation.
Financial decisions are rarely made in isolation. A decision about superannuation touches tax; a decision about a business touches personal circumstances; a decision made now shapes what is possible in ten years. Advice worth having begins with understanding all of that, not with a product.
Bachmann Robinson provides guidance on superannuation and financial decisions. As a licensed ASIC representative for super advice, with FASEA-qualified professionals in the practice, we can talk through the considerations that apply to your circumstances and help you understand the options in front of you.
Because we also handle the accounting and taxation side for many of our clients, those conversations happen with the full picture available. That coordination is the point: super, tax and business decisions influence one another, and considering them separately is how people end up with an outcome nobody intended.
The advice we can provide depends on the licensing arrangements in place and on your own circumstances. Please speak with our team regarding the services and advice available to you.
Considered, not rushed.
There is no useful shortcut to understanding someone's financial situation. What you are working towards, what you already have in place, what obligations sit alongside it, and what you would like the next stage of life to look like — all of it matters before anything sensible can be said about the options.
We would rather spend the time getting that right and be clear about the limits of what we can advise on, than move quickly and end up somewhere that does not actually suit you.
- Time spent understanding your objectives and circumstances first
- Plain explanation of the considerations that apply to your situation
- Clarity about what falls inside our advice and what does not
- Coordination with the accounting and tax side of your affairs
What we can help you with
Conversations we are commonly asked to have. What we can advise on in your particular case depends on your circumstances and the licensing arrangements that apply.
- 01
Understanding your financial goals
Working out what you are actually trying to achieve, and over what timeframe, before any discussion of how to get there.
- 02
Superannuation considerations
Discussing how superannuation fits into your broader position, and the considerations that apply to your circumstances.
- 03
Long-term planning discussions
Thinking beyond the current financial year — what the next stage looks like and what would need to be true for it to work.
- 04
Understanding your options
Setting out the choices available in a way you can weigh up properly, including what each would involve in practice.
- 05
Financial decision support
A considered second opinion when a significant decision is in front of you and you would rather not make it alone.
- 06
Coordination with tax and accounting
Making sure financial decisions are considered alongside their tax and accounting consequences rather than in isolation.
How we work with you
- 01
Understand your circumstances
Your situation, your obligations, what you already have in place, and what you are hoping the years ahead look like.
- 02
Clarify what you are trying to achieve
Objectives are often clearer once they are said out loud. We spend the time here because everything after it depends on getting it right.
- 03
Review the relevant information
We look at the information relevant to the decision, including the tax and accounting position where we already hold it.
- 04
Discuss the considerations and options
We talk through what applies to your circumstances, what the options involve, and where something falls outside the advice we can provide.
- 05
Provide ongoing support
Circumstances change, and so does legislation. We remain available as things develop rather than treating the conversation as finished.
Where a matter falls outside the advice we are able to provide, we will say so clearly and, where appropriate, suggest that you seek advice from an appropriately qualified professional.
Who this service is for
Individuals and couples
People wanting to understand their position and think about the decisions ahead of them properly.
Clients thinking about superannuation
Anyone weighing up superannuation considerations as part of a broader financial picture.
SMSF trustees
Trustees whose fund we administer, where financial and superannuation considerations naturally sit side by side.
Business owners
Owners whose personal financial position and business affairs are closely connected and need to be considered together.
Clients approaching a change
People facing a significant transition where the financial implications deserve unhurried thought.
Existing accounting clients
Clients who would rather have these conversations with a firm that already knows their circumstances.
Important considerations
Advice must suit your circumstances
Financial advice should take into account your objectives, financial situation and needs. What is appropriate for one person may be entirely unsuitable for another.
There is a scope to what we advise on
The advice we can provide depends on the licensing arrangements in place. Where something falls outside it, we will tell you rather than stretch to cover it.
Nothing here is a recommendation
The information on this page is general in nature. It is not personal advice and should not be acted on without discussing your own circumstances with us.
Legislation changes
Superannuation and taxation rules are revised regularly. Decisions should be reviewed as circumstances and legislation change.
Financial advice should take into account your objectives, financial situation and needs. The information on this page is general in nature and is not a recommendation to take, or refrain from taking, any particular course of action. Please speak with our team regarding the services and advice available to you.
Useful government resources
Independent consumer information published by Australian government agencies. General guidance only — it cannot take your circumstances into account.
These are external government resources, published and maintained by their respective agencies rather than by Bachmann Robinson. Links do not imply a recommendation of their content. For anything specific to your circumstances, speak with our team.
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Common questions about financial advice
What kind of financial advice do you provide?
Do I need to be an accounting client to talk to you?
Can you tell me what to invest in?
How does this fit with my SMSF?
What should I bring to a first conversation?
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Let’s talk about what you need.
Whether you have a straightforward question or a more complex financial situation, our team is here to help.
Level 1, 265 Brisbane St, Ipswich QLD · Mon–Fri, 9am–5pm