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Self-Managed Superannuation

Progression Group have embraced the dynamic and increasingly complicated world of Superannuation and are proud to promote this as an area of specialisation.

With a dedicated Self-Managed Superannuation Fund (SMSF) division we focus on remaining up to date with the ever-changing superannuation regulations.

Our dedicated SMSF team can provide concise, plain English advice regarding the implications of legislative changes on your SMSF balances and ensure that you are fully up to date with your requirements as Trustee of your SMSF.

Our service includes attendance to all of the compliance requirements of your fund including facilitation of the fund's audit and actuarial certificates where required and lodgement of income tax returns with the ATO.

Changes to legislation means we cannot provide investment product advice, however. Where specific investment advice is required we can refer you to our in-house financial planning partner Banksia Partners to provide any assistance required. 

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What Our Clients Say

A few years ago business became really tight. We were under constant pressure and could really feel the heat building as cashflow became tighter with rising fuel prices and labour costs.

– Brian Harper, Director, Region Peak Transport Pty Ltd

An opportunity presented for me to buy into a business. Whilst I knew the industry, I didn’t know where to start in terms of determining what the business was worth and how I could protect myself and my family.

– Nick Stehr, Director, Healthcare Lifting Specialists Pty Ltd

Thank you Progression Group for caring, assisting in obtaining some restitution and saving our business. We now have the tightest internal control mechanisms of any business!

– Timothy Eagle, Director, Eagle & Stork Plumbing Pty Ltd

Progression Group acted for my business from when it was a small outlet in Coburg turning over $60,000 through to when we sold the business 10 years on, turning over $12m from a large commercial premise based in Brunswick.

– Jon Amiss, Former Owner, CDS Gourmet Foods

As sole Director, I continue to meet with Progression Group on a quarterly basis to review our business performance. Establishing budgets and constantly monitoring actual results guarantees business success.

– Simon Best, Director, SBV Pty Ltd trading as Barry Plant (Mitchell Shire)

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Our Core Values

BALANCE – Doing what is required to remain inspired
RESPECT – Behaving with honesty, integrity and care
EDUCATION – Delivering innovative, practical and effective solutions
PRIDE – Our commitment to excellence in who we are, what we do and how we do it
SHARING – Connect the dots to benefit others

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