SMSF Management

Optimise your retirement savings with our expert SMSF management, which includes expert advice, compliance support, and tailored investment strategies for new and existing SMSF.

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    For new and existing SMSF

    SMSF Management

    Next to your home, superannuation is the most important financial safeguard for the majority of Australians. Self Managed Super Funds (SMSF) have grown in popularity in Australia for three primary reasons. Trustees have control over investment decisions, they offer flexibility in terms of investment options and strategies, and over the long term, they can become more cost-effective as the balance grows compared to industry and retail superannuation funds.

    Before entering into an SMSF, it is essential to understand that it is a complex structure with stringent compliance requirements and significant administrative demands. It is not a “set and forget” investment. This is why professional SMSF management is essential. North Advisory has a dedicated team with exceptional knowledge and extensive experience managing SMSFs.

    SMSF management

    If you are considering creating an SMSF or transferring an existing SMSF, our team can help you assess your overall financial position and retirement goals and establish the optimal fund structure tailored to your individual circumstances.

    A compliant, full trading company set-up

    Take any guesswork out of the equation and leave it to financial experts. Launch a brand-new business and hit the ground running with our hassle-free full trading company set-up.

    Establishment and set up

    The trust deed, trustee structure, TFN & ABN registration, and bank account establishment.

    Compliance

    Sole purpose test, investment strategy, investment restrictions & ATO compliance, & Superannuation Industry (Supervision) Act 1993 (SIS Act)

    Record keeping and reporting

    Financial statements, annual returns, minutes & records, member statements & annual audit

    Contributions and benefits payments

    Contribution limits, benefits payments administration & insurance requirements

    Obligations

    Market valuation and prohibited transactions

    Why North Advisory is the best choice for SMSF management

    North Advisory delivers superior business accounting and wealth management services through strategic financial planning and tailored advice. Leveraging our financial expertise, we provide high-performance individuals with customised SMSF management, alleviating the administrative burden and ensuring optimal financial health for our clients.

    Our team of business accounting professionals and wealth management experts bring years of experience and expertise to the table. We understand the importance of timeliness and reliability in financial matters. We take the time to understand your specific needs and tailor our services accordingly. This personalised approach ensures that you receive the right solutions for your SMSF.

    Outsourcing your SMSF management to us is both convenient and cost-effective. By entrusting us with these complex tasks, you ensure your SMSF performs at its optimum while fulfilling its compliance requirements.

    It is time to get your SMSF working for you

    North Advisory is uniquely positioned to provide superior self-managed super fund management. We offer qualified business accounting and wealth management under one roof, and our clients access financial specialisation that grows and protects their financial position.

    Driven by our values

    Effortless and Seamless

    On-Boarding Process

    Intuitive and Knowledgeable

    Direct Expert
    Access

    Useful and Articulate

    Financial
    Reporting

    Forward
    Thinking

    Compliance Solutions

    Streamlined
    Tech

    Integrated and Automated

    “We were lucky that the transition to North Advisory was very smooth. We simply told our previous accountant that we were moving on, and the North Advisory team did the rest.”

     

    Lu Wilson Sage Cosmetic Coaching

    “Rather than becoming overwhelmed by figures, Marius and Cayle gave me clarity and enabled me to focus on the numbers that were most important to my business.”

    Deb Croucher Founder & Strategic Director, Brilliant Digital

    “I felt that they really wanted to partner with me and support me as I continue to grow, and not just be crunching numbers all the time.”

    Debbie Boyce Senior Manager

    “Having a professional business accounting team behind me was critical to my success. Marius and Cayle always helped me get the best result and they were always there when I needed them. They gave me the information that I needed and really helped me maintain successful businesses.”

    Frank Iera Business Owner & Entrepreneur

    “Working with Marius and Cayle has been the best. With everything I need to think about as a business owner, their support allowed me to relax and trust that they had the numbers covered so I could focus on aspects like business growth and building success – the parts of my business that really excite me.”

    Matt Harris Founder, Vegepod Global