Murray Coleman OAM — Murray reset his future.
- Moved to SMSF
- Maximised super returns
- Financial security
Made it possible with
- Personal financial planning
- Personal investment structure review
- SMSF accounting, tax & auditing
- Family trust/company accounting & tax
- Personal tax
- Moved to SMSF
- Maximised super returns
- Financial security
Made it possible with
- Personal financial planning
- Personal investment structure review
- SMSF accounting, tax & auditing
- Family trust/company accounting & tax
- Personal tax
The challengeSuper shutdown.
Murray Coleman, currently employed by one of Australia’s major financial institutions, had been with Lendlease Defined Benefit scheme for 30 years—with one of the best-defined superannuation schemes in Australia. With that scheme being discontinued, the future of Murray’s super was uncertain.
The outcomeA secure future.
Murray’s super challenges have been solved and now Prime provides full personal financial advice. Helping Murray get the most out of his investments is allowing him to focus on the future and the next phase of life—with his family after full time work.
The opportunitySMSF.
Murray was recommended to Prime—who moved Murray to an SMSF to get as much value and return from his super as possible. Prime’s straight-shooting approach, availability and professionalism led Murray to choose Prime for management of his other financials—like his family trust, personal taxes and wife’s taxes.
Murray Coleman
I’ve referred two or three people to Prime—that’s not something I usually do.
