SMSF Specialist
Do-it-yourself Super Support
A Self Managed Superannuation Fund will give you control over your investments, timing for asset disposal of your retirement fund and full responsibility for the management of the fund. But contrary to what most people believe you might need to deal with up to 10 professional services on a yearly basis to comply with Super Law requirements.
Our Services
Let us simplify the process for you
Provide the work of 5 of the professionals need it; Administrator, Accountant, Tax Agent, SMSF Specialist and Tax Specialist.
Coordinate a SMSF Auditor and a Qualify Actuary.
Refer you an Independent Asset Valuer, Financial Planner and/or Investment Manager.
Handle complex SMSF issues and advice on changes to the legislation as fully accredited Chartered Accountant Self-Managed Superannuation Fund Specialist
Our Happy Clients
Leverage agile frameworks to provide a robust sypnosis for high level overviews. Iterative approaches to corporate strategy foster collaborative thinking to further the overall value proposition.
Jane Doe, Director Company xyz
Leverage agile frameworks to provide a robust sypnosis for high level overviews. Iterative approaches to corporate strategy foster collaborative thinking to further the overall value proposition.
Jane Doe, Director Company xyz
Our Process
Complementary first consultation where we can discuss your needs and you can see if we are a good match for you.
Step 1
Complete the “Get in touch” form below or give us a call.
Step 2
One of our friendly staff will contact you to arrange a free consultation.
Step 3
Meet with one of our partners to discuss your needs, pricing and steps to go forward.
Frequently Asked Questions
What is a SMSF?
Is short for Self-Managed Superannuation Fund, which is an Australian Retirement Fund were the contributor has unique controls and full responsibility of the management of the funds.
What is the Sole Purpose Test?
Sole Purpose Test means that the superannuation fund must be maintained solely to provide for one’s retirement.
What are the advantages of having a SMSF?
The main advantage is that it is self-managed, so gives the contributor unique control over investments and over timing for asset disposal.
What type of contributions can be made to SMSF?
The types of contributions that can be made to the SMSF are voluntary, rollovers or transfers of existing superannuation accounts, employer, spouse and co-contribution.
Case Study
Based in Sydney, David Lewis is a successful business owner and operator who was able to accumulate and grow his businesses to significant financial success. However, with this level of financial success, David faced the highest marginal tax rates in Australia and needed a better way to manage his money and tax. We helped David set up his SMSF folio.
Get in Touch
Book an appointment, 1st one free.