This week “CityNews” speaks with the professionals ready to explain and help with any finance or superannuation needs.

AUSTRALIANS have more than $3.5 trillion invested as superannuation assets, making it the fourth largest holder of pension-fund assets in the world.

There are about 500 superannuation funds operating in Australia. Of those, 362 have assets totalling more than $50 million. 

This week “CityNews” speaks with the professionals ready to explain and help with any finance or superannuation needs.

Every dollar makes a difference in super, says Mailene

DON’T put your superannuation off, it’s not that far into the future, says director of Vincents Accountants Mailene Wheeler.

“I specialise in all aspects of self-managed superannuation funds,” she says.

Mailene says her favourite aspect of working at Vincents has been the friendships and connections.

“We are very collaborative and that brings a lot of exposure to different areas of the business for me,” she says.

“I got started working in superannuation because I feel it is quite structured.

“I don’t only work for my clients, but with them on educating them to be more involved in their own superannuation story.

“I like having control and power over the future and retirement, and I like empowering others to have that control.”

Her key advice for everyone is the future is not that far away.

“Every dollar makes a difference, so do what you can,” she says.

Mailene joined Vincents in 2017, and before that was working in the business advisory space.

“There were some changes to superannuation in July 2017 and so I figured that was a good time to specialise.”

Vincents has offices in Canberra, Sydney and the Sunshine Coast, as well as satellite offices in Adelaide and Melbourne.

Vincents Accountants, Level 2, 14 Moore Street, Canberra. Call 1300 766563, or visit vincents.com.au

Suzanne’s passionate about her clients’ financial goals

TRIBE Group has been operating for more than 50 years in Canberra, helping businesses with tax, accounting and self-managed super funds, says director Suzanne McIntosh, a qualified financial planner and chartered accountant.

“I have been providing accounting and taxation advice since 1992, and financial services advice to clients since 2003,” she says.

Tribe Group is an “umbrella” that also covers Stellar Super and Shield Wealth.

“Stellar Super is a specialised practice that provides specialist advice around the setting up and management of self-managed super funds,” says Suzanne.

“The integration of this specialty within the Tribe Group means that our clients receive more holistic advice across all areas of business accounting, individual taxation, financial planning, investments and self-managed super.”

Suzanne says she is passionate about assisting clients in achieving their financial goals.

“I love to educate and look after people by helping them get their finances in order,” she says.

And, she says, she is a qualified financial planner who gives specialist advice in aged-care planning.

“We know from experience the best result is achieved through a high level, high touch experience, involving close collaboration with the client and delivering on the promise. Achieving quality outcomes for our clients that result in building trust and enhance our reputation is ultimately what drives us and what we do better than anyone else.

Tribe Group, 25/105-119 Newcastle Street, Fyshwick. Call 6274 0400 or visit tribegroup.com.au