Superannuation is an important investment for many Australians and D.P. Loewy & Co has a specialist financial planning partner to assist clients with preparing a secure and appropriate retirement and risk management plan. With ever-changing superannuation options, tax laws and pension alternatives as to commencement or deferral, our knowledgeable team can advise on suitable options which will best suit each client’s particular requirements. Whether it involves carefully structuring a Self Managed Super Fund (SMFS) or setting up a transition to a retirement pension, D.P. Loewy & Co can structure a tailored and effective solution. To achieve long-term financial security, D.P. Loewy & Co also provides continuing accounting, tax and audit services to achieve your compliance needs.
Director Summit Group, Aged Care Provider