---
title: Altus Financial | Stewart Mortlock
description: Altus Financial | Stewart Mortlock
---

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## Request a Consultation

![Stewart Mortlock](https://www.altusfinancial.com.au/hs-fs/hubfs/Stewart%20Mortlock.jpg?width=1440&name=Stewart%20Mortlock.jpg "Stewart Mortlock")

###### SENIOR CLIENT ADVISER / BOXER

# Meet Stewart

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#### Stewart Mortlock

##### Senior Client Adviser

Stewart has over 12 years' experience specialising with SMSFs, and over that time he has enjoyed seeing the changes in the governing rules and behaviours of trustees. The changes bring a greater level of complexity for all involved and this complexity is what he enjoys working through and finding the best possible outcomes for our clients.

#### Stewart Mortlock

##### Boxer

When not in the office, you can find Stew with his family, doing some type of outdoor activity or in a group boxing fitness session.

#### Stewart Mortlock

##### Senior Client Adviser

Stewart has over 12 years' experience specialising with SMSFs, and over that time he has enjoyed seeing the changes in the governing rules and behaviours of trustees. The changes bring a greater level of complexity for all involved and this complexity is what he enjoys working through and finding the best possible outcomes for our clients.

###### BIO

## About Stewart

As a Senior Client Adviser at Altus Financial, Stewart specialises in working with trustees of self managed superannuation funds to assist them with their accounting and compliance needs. He works closely with the Altus directors on fund strategies and changes to SIS legislation to ensure we are getting the best possible outcomes for our clients.

On a personal level, he loves staying fit and being outdoors – going to regular group boxing fitness sessions and visiting the beach as much as possible.

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- [![email (1)](https://www.altusfinancial.com.au/hubfs/email%20(1).svg) stewart.mortlock@altusfinancial.com.au](mailto:stewart.mortlock@altusfinancial.com.au)

S

###### STEWART’S FEATURED CONTENT

## Resources

<https://www.altusfinancial.com.au/blog/the-great-wealth-transfer>

[Wealth](https://www.altusfinancial.com.au/case-studies-old/topic/wealth), [Family Office](https://www.altusfinancial.com.au/case-studies-old/topic/family-office), Families Who Thrive - 8 min read

#### [The Great Wealth Transfer](https://www.altusfinancial.com.au/blog/the-great-wealth-transfer)

 Why the next decade will refine how families think about wealth Across Australia, we are entering one of the most significant financial shifts in mode...

###### Altus Team

<https://www.altusfinancial.com.au/blog/division-296-tax-what-high-balance-super-members-need-to-do-now>

[Wealth](https://www.altusfinancial.com.au/case-studies-old/topic/wealth), [Super](https://www.altusfinancial.com.au/case-studies-old/topic/super), [Tax](https://www.altusfinancial.com.au/case-studies-old/topic/tax) - 9 min read

#### [Division 296 tax: what high-balance super members need to do now](https://www.altusfinancial.com.au/blog/division-296-tax-what-high-balance-super-members-need-to-do-now)

 From 1 July 2026, Division 296 will introduce additional tax on superannuation balances above $3 million. For many Australians, this will be a margina...

###### Altus Team

### **The Estate Planning Checklist**

Don’t leave your estate to chance.

[Access the Checklist](https://www.altusfinancial.com.au/estate-planning-checklist-lp)

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