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Superannuation is something that most of you will have, but not many of you will be clear on exactly where your money is invested. Our role is to help you understand the part that super will play in your future, and therefore how you need to invest it now, to ensure you obtain great long term results. Our expert team will help you understand the relationship between risk and return, therefore enabling you to make informed decisions about super, which for most of you will be your biggest retirement asset.

Services provided by Simmons Livingstone include:
  • Researching existing superannuation investments to get an understanding of exactly where your money is invested currently
  • Consolidating funds (where appropriate) if you have more than one
  • Providing investment advice to industry, retail and Self Managed Superfund investors. Our team will show you how to make your money work hard for you and
    ensure you aren’t taking more risk than you need to.

Please note:
Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Click here to read our general advice warning.

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Contact us today to find out how we can assist you and your business with accounting and tax agent services.

Here is an example of a 40 year old earning $70,000 pa with current super balance of $50,000.

Age 40
Sex M
Annual Income $70,000
Employer Contribution 9.5%
Approx. Super Value $50,000
Retirement Age 65
Retirement Income $25,000 / year

With a super fund achieving annual returns of 7% pa the client will have an approximate balance of $387,700. If the client retires at age 65, and draws $25,000 pa from super, the fund will run dry by age 77.

Small changes, can have dramatic effects.

With superfund achieving annual returns of 10% pa the client will have an approximate balance of $625,600. If the client retires at age 65, and draws $25,000 pa from super, the fund will run dry by age 82. This 3% difference in return from your superannuation, compounded over time, will give the client $237,900 more money come retirement, and will funds will last a further 5 years.

Prediction with 7% return
With a 10% return

Kris has over 16 years' experience in the business advisory, accounting and taxation industry. His initial years were spent with WHK Group and PKF before founding Simmons Livingstone & Associates in 2013.

As Managing Partner, Kris has steered the firm to success, being instrumental in expansion of the firms client base and subsequent recruitment to increase the professional team size.

He brings his extensive experience within a variety of areas of business services and compliance, and has a proven track record of success with clients from a variety of sectors. Not only is Kris a an exceptionally valuable asset to the firm, his business advice is invaluable for professional service clients, from a financial perspective.

Kris places a strong focus on:

Kris is a forward thinking person who is dedicated to providing his clients with the best possible outcome in all situations. With a keen eye for detail, he ensures nothing is overlooked, so that client outcomes are maximised.

Kris has a young family and outside of work, when he’s not spending valuable time with the family, you’ll find him on the golf course or sampling a brew with the guys.

Simon began his career at PKF and several boutique accounting firms. He has established his reputation for excellent accounting consultancy, which has spanned over 13 years.

Simon is a passionate business advisor, specialising in:


Simons personable service and attention to detail ensures his professional relationships remain strong.  As a partner at Simmons Livingstone, Simon has lead the substantial growth of the firms large corporate space.

Through his sporting connections, Simon also has a strong reputation as an industry leader for professional sports men and women, representing sporting players and companies involved in various professional sporting federations and leagues.

Simon is a former representative golfer, and still enjoys a round most weeks. An avid sports enthusiast, you’ll find him kicking back with a red wine if there’s a good game on.

Tom joined the Simmons Livingstone & Associates team to head the financial planning division in 2015. 

Tom has a passion for providing quality advice and exceptional service.

He is driven to:

His approachable and trustworthy demeanour makes his service enjoyable and ensures a relaxed environment for decision making about financial matters.

Tom's extensive network of allied professional services provide the same level of outstanding consultancy, so clients can be assured that any financial problem or opportunity will be addressed with Tom's help.

Outside of work, Tom likes to be outdoors. He plays football and golf amongst other things. You will also find him enjoying good food and good beer with good friends.

Sam is our newest Partner to the Simmons Livingstone & Associates team, working with Tom in our Financial Planning division. 

Sam has a strong passion to educate and inform his clients about the importance of financial planning and getting started early. 

He is focused on:

Sam's greatest asset is his ability to support his clients to better financial wealth using his extensive network. 


SLG Financial Services Pty Ltd ABN 63 734 659 141 Ltd [t/a Simmons Livingstone & Associates] is a Corporate Authorised Representative of lnfocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523. Please Note: SLG Financial Services Pty Ltd is only authorised by lnfocus Securities Australia Pty Ltd to provide services related to financial products. Where services provided by SLG Financial Services Pty Ltd extend outside of financial products, please be aware that lnfocus is not responsible for this advice or service.