The Real Issue

Susie Thearle and The Real Issue offer services assuring the best personal advice, and professional solutions in the following areas :

• Self-managed superfund (SMSF) Specialist Advisor offering strategic solutions for your retirement planning using your self managed superannuation fund or establishing a SMSF if required;
  
  
• Auditor of SMSF , providing reassurance that your retirement funds are not at risk through non compliance with the rules;
  
  
• Tax Consultant providing practical solutions to tax problems, particularly superannuation and capital gains tax;
  
  
• Experienced in finding estate planning solutions to ensure you leave those well earned assets as you wish;
  
  
• A facilitator fulfilling your philanthropic desires ensuring tax effective charitable giving;
  
  
• Experienced in handling the taxation obligations of deceased estates, particularly those with complexities or those large share portfolios.

Susie Thearle is also accredited as a:

• Chartered Accountant
  
  
• SMSF Specialist Advisor®
  
  
• SMSF Auditor
  
  
• Licensed by Lonsdale Financial Group to Provide advice in relation to SMSFs
  
• Registered Tax Agent

The Real Issue does not:

• Provide accounting services;
  
  
• Provide tax return preparation or lodgement services, except for deceased estates and individual investor clients using the philanthropic services;
  
  
• Sell any investment products such as managed funds, shares, except it can facilitate the establishment of a Cash Management Trust account.
  

Accreditations and affiliations: