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Superannuation Advisor

Superannuation Financial Advisor

Being a superannuation advisor, we understand that superannuation may be one of the largest key assets that we own in planning for retirement and achieving financial security. It is a tax-effective mechanism of saving for your retirement, however, due to the various types of contributions, clients may find it complex to optimise their superannuation arrangements.

We endeavour to ensure that our clients are able to utilise the most of the tax concessions, financial incentives, and rebates available.

Our superannuation financial advisor provides assistance with comprehensive and tailored advice on:

  • Employer Superannuation Guarantee Contributions
  • Concessional Contributions
  • Salary Sacrificing
  • Spouse Contribution Splitting
  • Co-Contributions
  • Consolidating Superannuation Funds
  • Self-Employed or Unemployed After Tax (Non-Deductible) Contributions
  • Concessional and Non-Concessional Contribution Caps
  • Self-Managed Superannuation Funds

Superannuation is essentially a tax-effective method of saving for your retirement. And our superannuation advisor will help you do the same, effectively.


We deliver true results, focusing on strategic decisions and practical actions tailored to our clients' unique reality. We engage all levels of an organization from day one.

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John Farrell

I have entrusted my retirement strategies with Smart Financial Advisory Pty Ltd (Pallavi Mahajan) since leaving the workforce in December 2015.

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Ken Smart

Very friendly adviser who knows her stuff. We've been very happy with how our finances have been setup.

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Ross Peters

I would like to thank Pallavi Mahajan and her associates for all their help setting up my transition to retirement they did a fantastic job with minimum fuss...

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Hilary Taylor

As a professional Tax Consultant, over the years I have dealt with a number of Financial Planners and referred many of my clients. Although they were happy what..

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Dancy He

I have known Pallavi for 2 years now and we have been working together so well.I am absolutely impressed with her service in the financial planning area – what..

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Jim Coull

I was referred to Smart Financial and am a current client. The professionalism & knowledge of the team led by Pallavi has seen my financial position tailored – what..

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