With changes to superannuation on the horizon, Patrick Rowan & Associates are here to help.

Australia is set to go through the biggest changes to superannuation seen during the past 10 years.

A person’s super is their future and it is important to know when they are directly impacted by changes and how to maximize savings for retirement.

The easiest way to do so is seek professional advice.

Patrick Rowan & Associates is an accounting firm with more than 40 years’ experience in Geelong, and senior partner Helen Pemberton, said that the time to start assessing the super changes was now.

“Plenty of people know that these changes are coming, but what they may not know is how it is going to affect them” Helen said

“We just want to be here for them and help them achieve the best outcome possible”

Founded by Patrick Rowan more than 40 years ago, the accounting and business advisory firm has helped many clients – some of whom have been with the business since day one – to overcome a number of economic obstacles such as market downturns, high interest rates and global financial crisis.

The firm has created a strategic financial planning partnership with Apt. Wealth Partners to provide advice and guidance to Geelong businesses and individuals. Helping them achieve their goals in monetary and other lifestyle terms.

When it comes to superannuation, Patrick Rowan and Apt. Wealth Partners have a specialist team that has been at the forefront of assisting people run their own super fund since self-managed super funds (SMSF) first arrived on the scene. They specialise in SMSFs and want to encourage people to explore all options.

The latest changes to super will come into effect in the new financial year and will include some of the biggest changes Australians have seen in the last decade. Patrick Rowan & Associates is on hand now to help any current or future clients with any queries or concerns they may have.

“We are running special complimentary superannuation briefings so that people can see how the changes will impact them,“ Helen explained “Action must be taken before July 1 to take advantage of current legislation.

“Along with Apt Wealth Partners, we have spent a lot of time analyzing the legislation and putting strategies into place for clients prior to July 1.

“These changes will impact people’s retirement”

Patrick Rowan & Associates is a business that continues to evolve over time to keep up with ever-changing taxation and legislative requirements.

They ensure they are able to communicate all new information to clients in a timely manner in a way that they will clearly understand.

Our business is a much about people as it is figures,” said Helen, who specialises in business consulting in medical profession.

“We ensure our accountants have well-rounded skills to meet these requirements”

With four senior partners and an experienced staff of accounting and consulting professionals, Patrick Rowan & Associates are able to help businesses and individuals of all situations.

The firm’s office are on Geelong’s waterfront.

Helen said that her passionate team thrived on the opportunity to be part of achieving someone’s goals, whether that be helping to decipher a financial situation or restructuring a business working through complex technical taxation issues.

“I’m sure people think that my work must be tedious but it’s quite the opposite” Helen said, “I love working with people and have helped clients achieve their goals over 20 years”

To attend one of the upcoming complimentary sessions on the changes to superannuation, please phone 5221 7655 or Email kellie@aptwealth.com.au  to arrange a time.

Click here to read more information on the Superannuation Changes coming into affect on 1st July, 2017.

Article as it appeared in Geelong Echo,  April 27, 2017.

Image Credit:  Geelong Advertiser & Photographer, Mike Dugdale. 

Pictured from left to right: The super team: Rohan Benstead (Apt. Wealth Partners), Damien Allott, Helen Pemberton, Adrian McCartney, Luke Szczepanik, Daleene Kroger and David Maddock (Apt Wealth Partners).