The History of The Alan Skerritt Consultancy
The Business's founder is Alan Skerritt, who has a long history in Superannuation, Life Insurance and Financial Planning. He is a well respected Financial Planner, and, in 1986 a separate business, “Dunross Financial Planning Pty Ltd (Australian Financial Services Licence No. 237496), was established offering clients advice on retirement strategies, insurance and investments.
The Alan Skerritt Consultancy was established in 1976 to provide Superannuation administration services to clients. Such is the success of this operation that many of these original clients are still happily with us today and have referred many new clients to us over the years.
For the last decade, Alan Skerritt’s daughter, Andrea Skerritt, has headed up the management of the SMSF administration operation. Andrea is an Accountant, qualified SMSF Auditor and Financial Planner and has completed the Diploma of Superannuation Management (achieving the top marks in Australia for “Retirement Principles” and “Taxation”).
We are an independent family owned business that has specialised in Self Managed Superannuation (SMSF) for more than 30 years..
Service Objectives
Our core business goal is to deliver to you an efficient, professional
Self Managed Superannuation Fund (SMSF) administration service
to ensure:
- Compliance with the regulators of SMSF
- On time lodgement of Annual returns and other reporting obligations
- Clear understandable reporting to fund Members and Trustees
- Accuracy of reporting
The Alan Skerritt Consultancy provides a full range of SMSF services including:
- Fund set up (including Trust Deed)
- Annual administration and compliance service
- Replacement Trust Deeds
- Pension establishment and maintenance
Although we are a Brisbane based operation, we have clients throughout Australia.
Our clients hold a variety of investment portfolios. Many hold portfolios of direct shares, whilst others hold commercial property, rental properties, and managed funds.
Their fund values range from about $80,000 to balances in excess of $5 million..
The Alan Skerritt Consultancy
Windsor Holdings Pty Ltd (ACN 010 018 041 ABN 12 862 040 559)
(Incorporated in Queensland) Trustee
The Alan Skerritt Consultancy provides Superannuation Fund Trustees with a complete administration and compliance service. This is the focus of our business and we excel at this.
Our clients have peace of mind knowing that all the “paperwork” side of their SMSF is being handled by experts. This leaves Fund Trustees with the freedom to concentrate on Superannuation Fund assets and Investment decisions.
If advice is required with retirement and pension strategies, or investment advice, we can assist you with this through our associated company “Dunross Financial Planning Pty Ltd" (Australian Financial Services Licence No 237496).
However, using our SMSF administration service does not require you to relinquish any current working relationships you may have with another financial advisor. We respect these working relationship with your Financial Advisor.
