SMSF Support

Your SMSF aligned to your goals

Managing your own superannuation is quite complicated and tricky – financial statements, income tax and audit reports. If you’re one of the growing number of Australians taking control of your own Super, let us guide you. We provide end-to-end support and advice to ensure the establishment of your SMSF is quick, easy and aligned to your goals.

Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Having your own super fund gives you complete control over how your superannuation benefits are invested, operated and managed.

Selfmanaged super funds (SMSFs) offer a compelling structure if you want full decisionmaking capabilities.

A self-managed super fund can help you make the most of your retirement saving so you can enjoy the lifestyle you want. Our SMSF accountants can help you build your investment strategy and portfolio.

A self-managed super fund gives you the flexibility to select your own investments from an unlimited investment menu, provided that the fund adheres to certain rules established under superannuation law –  the Superannuation Industry (Supervision) Act 1993 (SIS Act).

Investments held in an SMSF can include:

  • shares
  • managed funds
  • term deposits
  • Private assets (direct residential and commercial properties, art, antiques, collectables, business real property, private companies)

Having your own super fund generates a mountain of paper work. The ATO is rigorously monitoring because of the growing number of super funds. Therefore it’s important to prioritise the funds administration and that’s when we could help you.

Superannuation law is a delicate area and personalised planning is required for each individual. The team at H & S Partners can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.

Services we offer include:

  • Establishing self-managed superannuation funds
  • Superannuation audits
  • Advice on compliance matters
  • Advice on taxation benefits
  • Advice on employer obligations

Let’s Work Together

We are ONLY based in Mount Waverley, Victoria

Please note that our ONLY office is located in Mount Waverley Victoria. Our Tax Agent is Sujith Perera (TPB - 51482001) and do not have any other agents working from other locations. Our contact numbers are as follows 03 95691005 - Reception team (for appointment enquiries) 0421 378 102 - Sujith Perera (direct enquiries)