Brett Griffiths

“I focus on finding practical solutions, not just black-and-white answers.”

Expertise

Brett specialises in superannuation compliance with a particular focus on Self-Managed Superannuation Funds (SMSFs). He helps clients and their advisers navigate complex investment, compliance, structuring and estate planning matters, developing practical strategies to support their financial objectives.

He works closely with accountants, lawyers and financial advisers when clients want greater control over their retirement savings, are considering property or unlisted investments, or are navigating estate planning or matrimonial matters involving superannuation.

His work focuses on applying SMSF legislation, supporting the appropriate structuring of transactions and developing practical strategies, while considering how arrangements will be assessed through the independent audit process. He has contributed to complex, multidisciplinary matters involving estate planning, family law, liquidity requirements and court proceedings, working alongside other professional advisers to help clients navigate complex circumstances and achieve their desired outcomes.

Brett takes a proactive and collaborative approach, using live financial data to identify transactions early and engaging with clients and their advisers before their options become limited. His experience within a financial advisory firm gives him a practical understanding of the advice process, helping him work effectively alongside a client’s existing advisers to provide specialist superannuation advice.

His expertise includes: 

• Legislative compliance and advice  

• SMSF structuring and transaction advice 

• Property and unlisted investments within superannuation 

• Retirement income streams 

• Contribution and gearing strategies 

• SMSF estate planning and death benefits 

• SMSFs in family law and matrimonial matters 

Background

After starting his career in general accounting, Brett Griffiths transitioned into self-managed superannuation and has focused on the area for more than two decades. Following nine years with Managed Financial Services, he joined Vincents and continues to advise on complex SMSF matters. His experience spans self-managed superannuation funds, retirement savings accounts, public offer superannuation funds and investment products, as well as an understanding of investment advisory firms. This experience means he is well placed to understand the intricacies of superannuation compliance, and what it takes to help clients to achieve their desired financial outcomes. He currently serves as a non-executive director of the SMSF Association and previously spent 11 years on its Queensland chapter.