Suite 313, 91 Murphy Street, Richmond, Victoria 3121 Australia Phone: +61 3 9428 1062 Email:

Wealth Advisory

At McNamara and Co we empower our clients to control their business and investment destiny.  We believe that key to this is:

1.     Having a strong and profitable business

2.     A diversified and strong investment plan using a Self Managed Superannuation Fund (SMSF) and tax effective structures

3.     Ensuring that assets are well protected including themselves


SMSF play a vital role in wealth accumulation and protection.  There are two aspects of SMSF advice.

SMSF Compliance

McNamara and Co will attend to:

-       Preparation of annual financial statements and income tax return

-       Tax advice

-       Advising the trustee(s) and members of their administration obligations

-       Corporate Compliance for SMSF with a Corporate Trustee


SMSF and Investment Advice

The Wealth Advisor that we work in conjunction with, Sabre Private Wealth will be able to advise on the following:

-       Setup of SMSF including rolling over of member balances from retail / industry funds

-       Closing of SMSF

-       Provision of financial advice

-       Retirement Planning

-       Estate Planning

-       Borrowing inside your Super Fund to purchase financial assets such as real estate and direct property

-       Contribution Strategies

-       Pension Strategies

Sabre Private Wealth is also able to assist with investment advice outside of your Super Fund.  They can also assist with personal insurances such as: income protection insurance; life insurance; trauma insurance.