We are experts in asset protection strategies, gearing, SMSF, estate and incapacity planning, sale of businesses and use of the capital gains tax small business concessions.

We understand the risks and pressures of starting your investment journey through to building wealth, reducing debt and saving for a comfortable retirement.

Our team is made up of accountant advisors who have a wealth of technical expertise and experience. We provide solutions for building and maintaining your wealth in both superannuation and family trust or personal entities. We structure a tax effective strategy that maximises net income and gains for the benefit of you and your beneficiaries.

Our advice can be tailored to both Sophisticated/ Wholesale and retail investors. We have solutions for all investors.

We are a fee based practice and recommend direct investments where possible to minimize fees and maximize returns. We have research from many sources and can assist you with blue chip portfolios as well as small cap portfolios. Our remuneration structure is completely transparent and we offer a 30 minute complimentary first interview.

Having more than 38 years in advising clients on establishing and maximizing returns from Self-Managed Superannuation Funds, Utopia is the one stop shop for SMSF and non SMSF investment advice.

Consulting

Financial Advisory

Tax & Accounting

Mortgage Broking