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Complete SMSF Management

A complete end-to-end SMSF solution

A complete end-to-end SMSF solution

The smart way to manage your self-managed super fund is to use one trusted advisor to:

• provide advice on and manage your investments,
• take care of all the administration,
• ensure you’re fully compliant, and
• help you with succession planning.

Whether you want us to set up and manage your SMSF as part of our Accountants Private Advice service or you need help with managing your existing fund, we guarantee to provide a service that is cheaper, has fewer fees, is more flexible and more transparent than using a traditional financial planner.

Here’s how we partner with you in 4 simple steps:

Step 1. Set up a new SMSF or transfer your existing fund

Step 1. Set up a new SMSF or transfer your existing fund

At North Advisory when we set up a new SMSF for you we always take the time to look at your total financial position and goals.

We specialise in:

• explaining the pros and cons of SMSF in plain English
• ensuring a seamless transition from your existing super fund to SMSF
• setting up the right fund structure for your individual circumstances

Transferring your existing SMSF to North Advisory is easy.

We take care of the entire process and make sure the transfer is quick and smooth.

Step 2. Sophisticated investment solution

Step 2. Sophisticated investment solution

Our investment partners invests on your behalf. They’re very, very good at it, because that’s all that they do every day.

Your managed discretionary account allows you to invest in sophisticated investments previously only offered to big investors.

It also allows you to choose exactly what you want to invest in, wherever you want in the world… at a very affordable fee.

Your personal dashboard always provides you with an instant report on your investments on your screen… and you also have the option of talking to your investor in person, or on the phone.

All you need to do is call us and arrange a meeting, then we can get the transfer process started immediately.

Step 3. We handle the complicated administration

Step 3. We handle the complicated administration

Your SMSF offers you greater control and more flexibility than a traditional superannuation fund but it can also be very complicated to administer.

If managing your SMSF is becoming a full-time job and you’ve got better things to do with your time, we’re here to help.

At North Advisory we dedicate an arm of our business to SMSF management. Our SMSF specialists are chartered accountants who are also SPAA qualified and have many years of experience managing Super funds.

Your manager will keep all accounting records for your SMSF, ensure your fund remains compliant, provide assistance with pensions and prepare the end of financial year accounts and coordinate the audit.


Step 4. We understand SMSF succession planning

Step 4. We understand SMSF succession planning

If you’re already starting to think about how best to manage your SMSF as you get older, and how to pass on your hard earned wealth in a tax efficient manner… you’re already ahead of the curve.

We understand you’ve worked hard to build significant assets within your SMSF. You’ve been successful and you’ve managed your wealth in a prudent fashion.

SMSFs and succession planning is a complex area, but in our experience, if you have the right plan in place you will significantly improve the probability of:

• SMSF being well managed as the trustees age
• A spouse being able to continue to manage, and benefit from the SMSF following the death of a partner
• Your benefit being paid to the intended beneficiaries
• Your benefits being paid to your beneficiaries tax effectively

At North Advisory we can take care of every aspect of your SMSF

At North Advisory we can take care of every aspect of your SMSF

In the words of SMSF team member Cayle Petritsch:

“Super is most people’s second biggest asset after their home so it’s really important to get the fund management right.”

“At North Advisory we love building long term relationships with our clients and taking all the headaches out of managing their SMSF.”

“It’s great to be part of an experienced team offering complete financial management solutions…

…so you can get on with enjoying your money.”


Contact North Advisory to learn more about our complete SMSF management solution

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