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SMSF Help and Advice

Is a Self Managed Super Fund right for you?

Our SMSF advisors can help you decide if an SMSF is the right choice for you. We’ll listen and work to fully understand your personal circumstances before making any recommendations.

If you’re involved with, or considering starting an SMSF, you should be aware that the Australian Tax Office (ATO) has a series of very tightly controlled laws governing what can and cannot be done with an SMSF.

Strategic, trusted SMSF advice.

As you enter into the SMSF minefield, it’s critical to get trusted advice - to ensure the best return for your investment and protection for your future retirement, while also complying with the ATO’s strict regulations around SMSF’s.

We’ll help you with strategic SMSF advice because we believe in order to succeed, you should make the right opening moves, be prepared to check your strategies regularly, make changes where and when necessary and most importantly, seek advice from a trusted source.

Safe SMSF investment strategies.

We have been advising our clients on the best and most profitable SMSF investment strategies and trust structures for many years. If you want to make the most of your retirement savings it pays real dividends to have a knowledgeable and trustworthy SMSF advisor on your side - guiding you every step of the way.

We offer the full suite of SMSF services including: 

  • SMSF establishment
  • Annual tax compliance (done in-house by our team and not offshore)
  • Limited Recourse Borrowing Agreements (required for lending within an SMSF)
  • Annual SMSF Audits by a registered Auditor 
  • Wealth Creation and Protection Services and,
  • Financial Planning to ensure that you’re getting the best from your SMSF

Peace of mind and greater control of your future.

We believe in empowering our clients so that they feel in control of their lives. That’s why we regularly run educational sessions on different topics relevant to SMSF, wealth creation and preparing for retirement.

Ask us about how we can help you set up the best SMSF plan for you and your family.

New Laws Governing The Provision Of SMSF Advice

Effective from 1 July 2016, the Australian Securities & Investments Commission (ASIC) requires that all accountants who work in the area of SMSFs and provide their clients with any form of strategic advice, mist be formally licensed with ASIC to do so. Consequently, we are very pleased to announce that Negotiis Wealth Advisor is licensed with Unison Wealth Management (AFSL No:28621) to provide all of your SMSF advice services.

Kim Deneys, our consultant in SMSF Advisor, has also attained the required licensing educational requirements to provide you with expert strategic advice. You can read more about Kim and our services in his Adviser Profile and Financial Services Guide.

As part of these new regulations any strategic advice provided, may require the issue of a formal Statement Of Advice (SoA). We will inform you if this is necessary and of any costs involved prior to commencement. These new ASIC requirements provide Negotiis Wealth Advisory with the opportunity to deliver a comprehensive service to clients who either have an existing SMSF, or are considering establishing and SMSF.

Want to know more about SMSF investment strategies?

Call us today on 03 9394 7024 or make an appointment on our online booking service.