Overview
Capital Private is a specialist superannuation advisory practice focused on complex, high-value matters where structuring, taxation and regulatory considerations intersect.
We are typically engaged in situations involving technical complexity, regulatory sensitivity and significant financial consequences, where careful structuring and implementation can materially influence outcomes.
Engagement model
We work closely with accounting and legal practices to support their clients on complex superannuation matters, typically on a referral basis.
Our involvement is structured to complement the existing adviser relationship, with a focus on coordination, transparency and clearly defined roles. Where appropriate, we engage directly with the client while preserving the continuity of the adviser relationship.
We also work directly with private clients, often in relation to high-balance superannuation structures, including independent structural review and oversight of significant transactions or restructures.
Experience
The practice is led by a senior superannuation adviser with more than 30 years’ experience across both regulatory and private advisory environments.
This includes 10 years with the Australian Taxation Office within the superannuation technical and compliance area, followed by 20 years in private practice within a large chartered accounting firm leading superannuation advisory services.
This combined experience provides a clear understanding of both the technical framework and the practical issues that arise in managing private superannuation structures.
Contact
For further information or to discuss a specific matter, please get in touch.
We welcome enquiries from professional advisers and clients.