coffee & chat
put your super to work
Many people take a ‘set and forget’ approach to superannuation because with so many options and changing rules, it can be complicated. It’s much simpler when we can provide the relevant options, expert advice and services to manage your super to meet your retirement goals. Whether your super is in a fund or you are self managing, let us do a full review to make sure your money is working as hard as you are.
a comfortable retirement
While you’re working hard, make sure your super is doing the same so you can look forward to a secure retirement. Our experts can help you:
– set retirement goals
– understand superannuation options
– assess your risk profile
– review existing arrangements
– sep up self-managed funds
– advise on strategic and tactical asset allocations
– assist with locating lost super
– consolidating accounts
knowledge is power
Have you ever wondered if super is really a good investment? Let us explain the benefits of this tax-effective way to save for retirement, and provide practical advice on the many options available.
to merge or not to merge?
While merging superannuation accounts can streamline administration and fees, keeping more than one fund may have some benefits. We can help structure your accounts to best suit your goals.
your SMSF journey
01. gather information
source documents are essential
- bank statements
- dividend/distribution statements
- annual tax statements
- expense invoices
- insurance annual statements
02. process and query
review source docs
- request additional information
- liaise with 3rd parties where necessary
- apply for actuarial certificate if necessary
03. prepare SMSF financials & tax return
- prepare SMSF financials and tax return based on information supplied
- internal review
- send your completed return to you for signing
- compile workpapers to forward to auditor
04. your review and signature
- time for you to review your SMSF financials and tax return
- sign all documents and return to us
05. audit/lodgement
- workpapers and signed documents forwarded to audit
- answer audit queries
- lodge tax return with Australian Tax Office
- we will liaise with the ATO if required
our team
who you’ll be having
who you’ll be having
a good chat with
Michele Harrod
Tax Manager / Head of SMSF
Michele specialises in Self-Managed Superannuation Funds and graduated from Victoria University with a Bachelor of Business (Accounting) in 2003. She holds an Advanced Diploma in Financial Services (Superannuation) and became an SMSF Specialist Adviser (SSA) with the SMSF Association in 2010.
Michele has been swimming with fresh water crocodiles.
make every day a good day
Interested in speaking with one of our advisers about achieving your financial and lifestyle goals? Click below to register your interest and we will contact you to make a complimentary appointment (that fits around your busy schedule)