Private Wealth Accountants - Self Managed Super Funds
Your super is one of your biggest assets. Making sure it’s well-managed is essential for your long-term financial security and a comfortable retirement.
A self-managed super fund (SMSF) is a great way to control how and where your super is being invested while maintaining maximum visibility over your retirement savings.
At Private Wealth Accountants, we can help you set up and manage your SMSF. We provide a complete range of superannuation services. We can help you set up a new SMSF or manage an existing SMSF. We can handle all the compliance and taxation requirements, structure the fund, provide taxation strategies and advice and even help with wealth management and full retirement planning.
We have a highly qualified and experienced team of accountants and wealth management experts with more than 50 years of combined experience. We have worked extensively with SMSFs of all sizes. Our experts can recommend tailored tax strategies to grow your savings while minimising your tax burden as you shift into retirement.
Our wealth management experts can advise you on investment strategies suited to your risk level and personal circumstances, providing quick adjustments to take advantage of shifts in the market or changes to super regulations.
We can also help you consolidate your SMSF with other family members to increase the fund assets while reducing fees.
Contact Us Today
Based in Melbourne’s south-east, we provide complete financial management services across a range of suburbs including Brighton, Cheltenham, Carnegie, Bentleigh, Moorabbin and the surrounding suburbs. Besides SMSFs, our team provides tax returns for business and individuals, wealth management, business advisory, retirement planning, bookkeeping and full payroll services.
Whatever your financial requirements, we can help. Give us a call today on (03) 9973 5905 or contact us online.