Self managed superannuation funds

Overview

Many of our clients choose to invest their superannuation in a self-managed superannuation fund (SMSF). The benefits of self-managed super for those with substantial amounts to invest are manifold. Most importantly, it gives control of your investments to you rather than a fund manager. For some clients, there are also opportunities to leverage a SMSF for both business and personal advantage. For example, for our medical and small-medium business clients, it can be a tax-effective option to purchase their consulting rooms or business premises through a SMSF, then effectively pay rent to themselves.

Expertise at every level

The benefit of using Maddern to create and administer your SMSF is that we have accredited expertise at every level: investment, taxation, and administration. Because we have so many clients with self-managed funds, our level of specialisation goes far beyond that of most firms of our size – we even have a dedicated SMSF accountant on staff.

It all amounts to a seamlessly integrated range of services. If you're thinking of creating a self-managed superannuation fund, why would you go anywhere else?

Why Maddern Accountants?

  • Accredited specialists in all aspects of self-managed super funds: investment, taxation and administration.
  • Seamlessly integrated services mean your investment and taxation goals are always aligned, and opportunities can be identified and taken advantage of.
  • Our expert staff includes a dedicated SMSF accountant.

Accounting and compliance

A complete accounting and compliance service, to take the burden out of the financial management of your business and/or personal affairs.

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Taxation

Our taxation specialists work with our clients to have their tax planning underway well before the financial year ends.

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Business Support

We provide a full suite of accounting advice and management services for businesses of all sizes.

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Business Start-Ups and Strategies

Providing the advice and support that will help your business idea grow into a profitable, successful venture.

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Self managed superannuation funds

Specialists in establishing and administering self managed superannuation funds.

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Management consulting

Helping business owners maximise the performance of their business.

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Financial Advice

Accounting and taxation advice should be forward-looking and closely aligned with your financial plan.

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Online Calculators

Providing effective online calculator tools and links for our clients

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Putting it all together

As you can see, the range of services we offer is comprehensive.

However, we don't really see what we do as a set of discrete services. Instead, we focus on working out a comprehensive strategy that ties together all your accounting, tax and business needs. Once we have a clear picture of where your business or career is going, the specific services you need will become obvious.

This integrated approach also extends to the financial advice services we offer through our partner firm, Maddern Private Wealth.

Learn more about out Quality & Principles.

Ready for Maddern? Submit your details or phone (03) 9999 7200

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