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 administer your SMSF. We provide a comprehensive 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, and provide taxation strategies and advice. Our network of trusted business partners can even help with wealth management and full retirement planning.

We have a highly qualified and experienced team of accountants 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 trusted network of bsuiness partners are wealth management experts and 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.

Based in Melbourne’s south-east, we provide comprehensive 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, business advisory, bookkeeping and full payroll services. Our trusted business partners can provide expert wealth management and retirement advice.

Whatever your financial requirements, we can help. Give us a call today on (03) 9973 5905 or contact us online.