Brad Twentyman

Melbourne

Client Director - Superannuation Services

Superannuation Services

   +613 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

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

We need to talk some common sense about super

7th May 2020

Brad Twentyman

/This article origionally appeared on Advisor Voice [1] on 29 April 2020/ There’s no doubt that the remainder of 2020 is going to be particularl...

Key superannuation changes in government’s response to COVID-19

16th April 2020

Brad Twentyman

*/Return to the COVID-19 news and updates hub/* [1] The changes include: 1) allowing individuals to access up to $20,000 over the next six mont...

Three-year SMSF audit plan won’t save on effort: Pitcher Partners

21st August 2018

Brad Twentyman

The Federal Government announced a proposed measure to reduce compliance requirements for trustees of Self-Managed Superannuation Funds (SMSFs) in...

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...


Services & Specialisations

Tax Advice and Compliance

Tax Advice and Compliance

Tax affects every individual, public, private and multinational company, each with their o...

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Strategic Board and Governance Advisory

Strategic Board and Governance Advisory

In today’s complex and regulated corporate environment, it is crucial for organisations ...

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Superannuation Services

Superannuation Services

In an increasingly complex and regulated environment, engaging the right professionals to ...

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