Your super, strategically managed.
Dunross Financial Planning is an independent, family owned practice in West End, Brisbane. For four decades we've given Australians tailored financial solutions — SMSF, superannuation strategies, wealth creation, investments, insurance and estate planning.
- 1977
- Established
- 40+
- Years advising Australians
- $80k–$5m+
- Client fund balances
- 237 496
- Australian Financial Services Licence
Why Dunross
A well respected planner, and a genuinely independent one.
The business was founded by Alan Skerritt, who has a long history in superannuation, life insurance and financial planning. In 1986 Dunross Financial Planning Pty Ltd (Australian Financial Services Licence No. 237496) was established, offering clients advice on retirement strategies, insurance and investments.
- A well respected financial planner
- Giving our clients peace of mind
- Independent, family owned
- Clients right across Australia
- A long history in superannuation
What we do
Advice across every stage of your financial life.
We can assist you with estate planning, wealth creation, insurance, superannuation strategies and investment advice — and we deal in direct shares, fixed interest and managed funds.
SMSF specialists
You keep control. We carry the paperwork.
Our clients have peace of mind knowing that all the paperwork side of their SMSF is being handled by experts. That leaves fund trustees with the freedom to concentrate on the fund's assets and investment decisions — the part that actually moves the needle.
Up to four members
Every member is also a trustee.
Compliance handled
Reporting and paperwork, done.
$80k to $5m+
Funds of every size and shape.
Australia-wide
Brisbane based, national clients.
SMSF questions, answered
What is a Self Managed Superannuation Fund (SMSF)?+
An SMSF is a small trust set up with the primary purpose of providing retirement benefits to its members. A core difference from other superannuation vehicles is that all the members must also be trustees. The maximum number of members is four.
Who can be a trustee?+
Provided you are over age 18 and are not considered a 'disqualified person', you are able to act as a trustee of an SMSF. A disqualified person has been convicted of an offence involving dishonesty, is insolvent under administration (i.e. bankrupt), or has at any time been subject to a civil penalty order under the SISA.
How much superannuation do you need to set up an SMSF?+
There is no minimum requirement before you can set up an SMSF. However, these funds become more cost effective with higher balances. There are many views on the minimum before you proceed with your own fund — some suggest $100,000, others prefer higher balances. If your balance is quite small you may find fixed operating costs are too high and that you have difficulty diversifying the fund's assets.
Can an SMSF have just one member?+
Yes, you can have a single member fund. The trustee requirements are slightly different: a single member fund can have a corporate trustee with either a sole director who is the member of the fund, or two directors, one of which is the member, with the other director being either related to the other director or not an employee of the other director.
Let's talk about your next 20 years.
To contact Dunross Financial Planning Pty Ltd, call us on (07) 3292 5555 — or send a message and we'll come back to you.