We provide full administration services for clients who runs their self-managed Super Funds (SMSF).
We believe the main purpose of running a SMSF is for controlling of your own retirement ‘nest-egg’. Clients will be the ones making decisions and ultimately responsible as trustees/directors of corporate trustee for their SMSFs. As your trusted Accountant and adviser, we will guide and support you along the way to ensure your SMSF complies with relevant Super Laws & Regulations at all times and most importantly the SMSF is steered in the right direction towards achieving your goals & objectives.
Due to licencing requirement, advices such as establishing a SMSF; how much superannuation contribution to make, when to start or stop a pension, winding up of a SMSF and other estate planning issues will require an Australian Financial Service licence(AFSL). Our clients can be rest assured that these advices are given legally by a licenced Accountant. Our principal Mrs Maggie Matthews is the Representative/Responsible Manager of SMSF Licenced Advisory Pty Ltd – a holder of AFSL 476655. Maggie is a SMSF Specialist Advisor TM accredited by the SMSF Professionals’ Association of Australia Ltd (SMSF Association) – a Peak body for SMSF professionals in Australia.
We are Accountants who do not intend to be financial planners or investment advisers, we do not provide insurance or investment products advice for SMSF Clients. However, we work closely with trusted advisers and professionals who specialise in those areas & are licensed to provide those advice when required.