Brad Twentyman

Melbourne

Client Director - Superannuation Services

Superannuation Services

   03 8610 5540

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Professional Background

Brad advises our clients on their personal superannuation and retirement planning across a range of areas including tax effective contribution and benefit strategies, investment structuring, asset protection and estate planning.

A significant portion of Brad's practice involves consulting to larger superannuation funds on the development of policies and procedures to comply with prudential standards.

Industry Experience

  • Retirement
  • Large and small superannuation funds
  • Industry representative organisations
  • Government.

Memberships & Qualifications

  • Authorised representative of Pitcher Partners Investment Services Pty Ltd (AFSL No. 229887)
  • Bachelor of Business (Monash University)
  • Fellow of the Financial Services Institute of Australia
  • Graduate Diploma Financial Planning (FINSIA)
  • Member of the Australian Superannuation Fund Association

Articles Published

Superannuation Budget changes become law

30th November 2016

Brad Twentyman

The new rules mainly apply from 1 July 2017 and broadly mean people with pension balances greater than $1.6m will pay more tax on investment earni...

Superannuation Planning Considerations Post-Budget

7th June 2016

Brad Twentyman

From a policy perspective, the winding back of incentives to save for retirement and the retrospective nature of many of the proposals are disap...

Superannuation update - Possible superannuation changes

18th March 2016

Brad Twentyman

.. Possible Changes We’ve heard very little thus far about specific plans or changes to the superannuation system, but given media commentary a...


Services & Specialisations

Superannuation Services

Superannuation Services

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