Business Details
30 Years
experience
Your Trusted Superannuation and Accounting Partner in Perth
Established in 1996, Ballast Finance Superannuation Management is an Australian-owned financial services organisation dedicated to delivering integrated wealth management solutions. Our expertise spans superannuation, financial planning, and accounting services, designed to align with clients' personal and business financial goals. By centralising all services under one roof, we ensure a seamless experience through in-house operations and trusted business partners. Our commitment to professionalism, ethical practices, and a personalised approach has driven our success over decades. We specialise in Self-Managed Superannuation Funds (SMSFs), offering administration, compliance, and strategic investment advice to support retirement objectives.Our team combines academic excellence with real-world experience to provide tailored accounting solutions for individuals, companies, and trusts. With electronic lodgement systems and proactive tax planning, we streamline processes to maximise client benefits. Our licenses and authorisations underscore our credibility in delivering reliable financial services. We prioritise transparency, client education, and adaptability to evolving legislation, ensuring long-term financial security for our clients. Ballast Finance Superannuation Management remains focused on innovation while maintaining the personal touch that distinguishes our service delivery.
Services
Superannuation Management
Accounting Services
Tax Planning
Bookkeeping
Financial Planning
Details
- Year established: 1996
Highlights and features
- We have over 25 years of experience in superannuation and accounting services.
- Our integrated approach streamlines financial, tax, and retirement planning under one roof.
- We specialise in Self-Managed Superannuation Funds with expert compliance management.
- Our team combines academic credentials with practical, real-world financial expertise.
- We prioritise ethical practices, transparency, and client-centric service delivery.
Services
Superannuation Management
Ballast Finance Superannuation Management specialises in Self-Managed Superannuation Funds (SMSFs), offering administration, compliance, and investment strategies. Our experts handle fund setup, legal documentation, and ongoing management to ensure adherence to evolving regulations. Clients benefit from personalised reporting and tax-efficient retirement solutions tailored to their financial goals.
Accounting Services
We provide comprehensive accounting solutions for individuals and businesses, including tax returns, GST/BAS lodgement, and financial statements. Our team ensures accurate compliance with Australian Taxation Office requirements while optimising tax outcomes through strategic planning and electronic lodgement systems.
Financial Planning
Ballast Finance Superannuation Management offers integrated financial planning to align investment strategies with long-term objectives. Services include tax-effective structures, succession planning, and insurance recommendations, ensuring clients maximise wealth growth and security for retirement or business transitions.
Bookkeeping
Our bookkeeping services streamline financial operations for businesses, covering payroll, BAS preparation, and quarterly reporting. We prioritise accuracy and efficiency, allowing clients to focus on core business activities while maintaining compliance with regulatory standards.
Tax Planning
Ballast Finance Superannuation Management delivers strategic tax planning to minimise liabilities and optimise returns. We advise on capital gains tax, asset transactions, and deductible contributions, ensuring clients leverage available concessions while maintaining compliance with Australian tax laws.
People
Gayle Alchin
Managing Director
Gayle leads Ballast Finance Superannuation Management with over 25 years of experience in financial services, driving strategic growth while maintaining a client-focused approach to superannuation and accounting solutions.
Chris Collins
Financial Adviser
Chris specialises in SMSF strategies and retirement planning, leveraging his expertise to create tailored wealth management solutions aligned with clients' long-term financial goals.
Kathryn Doodkorte
SMSF Administrator
Kathryn manages SMSF administration with precision, ensuring compliance and efficient handling of investment strategies, reporting, and member communications for Ballast Finance Superannuation Management's superannuation clients.
Roxy Wang
Accountant
Roxy provides expert accounting services, including tax compliance and financial reporting, combining technical excellence with a commitment to simplifying clients' financial obligations.
Adrin Bruno
Superannuation Specialist
Adrin focuses on superannuation compliance and administration, ensuring Ballast Finance Superannuation Management clients navigate SMSF regulations confidently while optimising their retirement outcomes.
Questions
What is a Self-Managed Superannuation Fund (SMSF)?
An SMSF is a private super fund controlled by its members, offering investment flexibility and tax benefits for retirement planning.
What services does Ballast Finance Superannuation Management offer for SMSFs?
We assist with SMSF establishment, administration, compliance, investment strategies, insurance, and annual reporting.
Do you provide accounting services for businesses?
Yes, we offer bookkeeping, tax advice, GST/BAS preparation, and financial statements for businesses and individuals.
How can Ballast Finance Superannuation Management help with retirement planning?
We provide tailored SMSF strategies, tax-effective structures, and investment monitoring to support long-term retirement goals.
Are your services available online?
Yes, SMSF clients receive online portfolio reports with real-time investment and cash-flow details.
