PERSONAL SOLUTIONS

The most important person
in the world is you

Get the advice you deserve

Whatever your goals, BridgePoint Group can help

Our experienced team of advisors have been hand-picked for their professional expertise. But most importantly, they are real people, just like you. Working hand-in-hand to create financial security and peace of mind for you, and your family.

Self-Managed Super Funds

Are you wondering if an SMSF is right for you? Perhaps you have an SMSF and you need help to understand all the rules and regulations. Maybe you’ve heard about buying property in your fund?

Our super fund experts can help you to set up, administer and run your fund. We will provide advice on the rules and regulations and we can tell you all about contribution limits, transition to retirement strategies, pensions and the tax rules affecting super funds.

Go to our Self-Managed Superannuation Fund page here

Estate Planning

Wouldn’t you feel better knowing that your estate planning was taken care of? Do you want to know about wills, powers of attorney, testamentary trusts and enduring guardianship?

Our legal experts will assist you to plan your affairs. We have the empathy to understand complex family relationships and we have the experience and the expertise to recommend and promote acceptance of practical solutions. We will put in place plain English documentation that gives effect to your wishes both during your lifetime and beyond.

Let BridgePoint Group give you the peace of mind that you deserve.

Tax Matters

Let BridgePoint Group give you the peace of mind that you deserve.

Our tax experts will help you to fulfil your tax obligations on-time, every time and be sure to steer you well clear of any trouble. From simple tax returns to complex tax matters and tax planning, it pays to get things right.

Let BridgePoint Group give you peace of mind when it comes to tax matters.

Property Matters

Are you a property buyer or seller?

Our legal experts will prepare your contract for sale or review the contract if you are purchasing. Our accounting and tax experts will help you with the structuring, income tax, capital gains tax and GST consequences of a proposed transaction, helping you to avoid costly mistakes such as putting assets at risk and the dreaded double stamp duty on a property transaction.

Let BridgePoint Group help you turn your property plans into reality.

A Little Help from our Friends

We know that sometimes you may require a little more than we can give. That’s why we have established close working relationships with like-minded professionals. So, if you need to access property finance, financial planning services, personal insurance or a property buyers and sellers advocate, call us today for a genuine introduction.

Business Solutions

Is your business your main asset? Is it also your main source of income?

Our business team has all of the experience and expertise to help you to grow your profits and your business valuation year-on-year.

See our Business Solutions page and let BridgePoint Group help you to grow your business.

See how we can help