Get more from your superannuation

A Self-Managed Super Fund (or SMSF) is a great way to take control of your own superannuation investments and plan for retirement your way. Our SMSF experts provide a comprehensive management service, from establishment and administration, to investments and accounting.

From set-up to wind-up, and everything in-between, we can maximize SMSF performance while minimizing hassle.

A Self-Managed Super Fund allows you to control your own superannuation investment for your retirement. With the right strategy, this can mean greater choice, better performance, and greater tax efficiency.

However, SMSFs can take expertise to run, and substantial time to administer.

That’s where we come in. We provide a comprehensive SMSF service encompassing all accounting, compliance and administration requirements. 

We handle the fund’s paperwork – tax returns, member contribution statements and the annual audit.  We also assist with preparing, documenting and implementing a superannuation investment strategy that will allow you to maximize your retirement wealth.

We’ll assign you an account manager, so you can have access to advice and assistance when you need it.

I already have a SMSF, but I’m looking for a new administrator.

If you would like expert assistance in running your Self-Managed Super Fund or are not satisfied with your current provider, we can help.

Our SMSF specialists and professional team will assist you with every aspect of transferring and administering your fund. Not only will we take care of all the paperwork, we will also carry out a complete portfolio review and provide a Statement of Advice, to make sure you’re getting the most out of your investments.

Planning for retirement

It’s important to plan ahead for retirement, to make sure that you can continue to live the lifestyle you choose. The earlier you start contributing to your superannuation, the more you will be able to tax-effectively save for your retirement.

However, contributing to your super may not be the only step you need to take in order to transition comfortably to your retirement. For many business owners and executives with portions of their wealth held as capital or shares in the business they work in, exiting can require advanced planning and strategic thinking.

Our experts can help you maximize your retirement wealth, and make sure your transition is carefully thought out and executed.

 

We are spaa smsf specialist adviser

We are proud to be a SPAA SMSF Adviser.  We have attained the benchmark in professional standards set by SPAA, and are committed to maintaining our SMSF competence and expertise  through ongoing professional development.

◎ visit our offices

With four offices located around Sydney, including the Sydney CBD, it’s easy to arrange an appointment that suits you.

Sydney cbd

Level 12
95 Pitt Street
SYDNEY
NSW 2000

neutral bay

Level 3
156 Military Road
NEUTRAL BAY
NSW 2089

PENSHURST

3 Laycock Road
PENSHURST
NSW 2222

SUTHERLAND

Level 3
3-5 Stapleton Ave
SUTHERLAND
NSW 2232

02 9580 9166

[email protected]
PO Box 200, Penshurst, NSW 2222