Remarkable Journeys with Jess Fox: Conversations with our clients, people and community. Listen now.
Stephen is a Partner in Grant Thornton's Private Enterprise team in Cairns, helping business owners, investors and Self-Managed Superannuation Fund (SMSF) trustees manage complex taxation, compliance and advisory matters. With over 20 years' experience working with privately owned businesses, he provides practical advice that supports long-term growth and informed decision-making.
Stephen specialises in SMSFs, Queensland construction businesses, agribusiness and small and medium-sized enterprises He works closely with clients to understand their objectives and provide advice tailored to their circumstances, whether that involves business structuring, succession planning, retirement strategies, tax planning or regulatory compliance.
A proud Far North Queensland local with strong ties to the region, he is passionate about supporting regional businesses and is involved in the community through local sport and charitable initiatives.
Starting from 1 July 2025, the general transfer balance cap will increase from $1.9m to $2m, allowing further tax benefits for superannuation fund members.
One of the fundamental rules for a self-managed superannuation fund (SMSF) is the general prohibition on borrowing.
Property has always been a favourite investment class for Australians over the years. However, the ability to use your biggest and most important asset for retirement to get exposure to direct property can be quite limited in the industry and retail fund landscape, which many Australians have.
