Drew Stephenson Pty Ltd Chartered Accountants provides independent, professional and pro-active advice on your personal and business superannuation needs.

We can prepare financial statements and income tax returns for all self-managed superannuation funds.

Regular reviews can be made on the performance of your managed superannuation fund to ensure you are maximising your benefits.
We provide a comprehensive range of taxation advice on a wide range of superannuation related topics.

The firm works closely with a specialist superannuation fund audit firm to ensure the audit of self-managed superannuation funds is conducted independently of the accounting & taxation functions.

The firm has staff dedicated exclusively to attending to client’s self-managed superannuation fund accounting & tax requirements.

Our financial planning partner, Hervey Bay Financial Planning works with us to provide comprehensive superannuation advice, including :

• Establishment of new self-managed superannuation funds
• Closure of self-managed superannuation funds
• Establishment of / closure of allocated pensions and TRIS pensions
• Superannuation advisory services

Together we can ensure the best outcomes for our self-managed superannuation fund clients.