Setting up a Self-managed Super Fund (SMSF) can allow you to choose where you invest your super money, giving you control and flexibility over your funds. Engaging a professional SMSF advisor in Melbourne means that you can be rest assured that your fund is properly set up, complies with ATO regulations and is managed by award-winning specialists.
Are you considering an SMSF? More than a million Australians have chosen to take control over their accounts and invest their money into self-managed super funds. This allows them to choose how to invest their money and have a more transparent understanding on how their investments are performing. With a personal investment strategy, you could reach your financial retirement goals.
Going down the self-managed route could offer significant benefits for you. Here are the main advantages of managing your own fund.
While there are incredible benefits in self-managed approaches, there is also a lot of complexities and administration involved. Wilson Pateras have a dedicated team of SMSF accountants and advisors in Melbourne who can offer you a full range of services, from fund establishment to an ongoing administration service. Our superannuation services include:
Supported by expert advice from your SMSF and Financial Advisor, you can elect to invest in:
Investing money for a fixed term for a fixed interest rate.
Building a stock portfolio with Australian and/or International shares
Choose an option that historically has produced good return on investment
Investing in retail, office or industrial property for a long-term rental income
"Mark Forte has provided invaluable tax advice in particular to our SMSF about the recent changes to superannuation law. Mark worked with our lawyer who prepared the necessary changes to the SMSF Trust Deed. Wilson Pateras looks after and prepares the tax returns not only for the SMSF but also for me and my whole family. The service is very prompt and the advice very practical."
The decision to set up an SMSF is one that requires careful consideration: as you make investment decisions for your fund, you are held responsible for complying with superannuation and taxation laws. Wilson Pateras can support you to ensure investment decisions you make support your overall investment strategy whilst avoiding unnecessary risk.
Our comprehensive financial team of superannuation accountants in Melbourne, alongside our advisors, will have administrators on hand to help you manage the ATO reporting requirements. This approach keeps you on the right side of rules and regulations. As owners (technically ‘Trustees’) of the fund, you always have the final say on your investments.
It is your choice as to whether you wish to have a high level of involvement in the operation of your fund and if you have the time to keep track of the daily transactions and compliance obligations, or alternatively, have us handle it for you.
Book a meeting with one of our SMSF advisors. During this consultation, you can ask any questions you may have regarding self-managed superannuation funds. You will gain useful knowledge about the process, costs involved, and the benefits of setting up this type of fund.
Level 1, 678 Victoria Street
Richmond VIC 3121
Phone: (03) 8419 9800
Fax: (03) 8419 9888
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Level 1, 678 Victoria Street
Richmond VIC 3121
© 2024 – Wilson Pateras
This content has been prepared by Wilson Pateras to further our commitment to proactive services and advice for our clients, by providing current information and events. Any advice is of a general nature only and does not take into account your personal objectives or financial situation. Before making any decision, you should consider your particular circumstances and whether the information is suitable to your needs including by seeking professional advice. You should also read any relevant disclosure documents. Whilst every effort has been made to verify the accuracy of this information, Wilson Pateras, its officers, employees and agents disclaim all liability, to the extent permissible by law, for any error, inaccuracy in, or omission from, the information contained above including any loss or damage suffered by any person directly or indirectly through relying on this information.
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Manager
I am a Manager at Wilson Pateras specialising in self-managed super. I have significant experience in managing funds and working closely with clients to properly understand and assist on a full range of SMSF matters. I have a strong information technology background with a Bachelor of Business focusing on Accounting & Finance at La Trobe University.
I began working in the SMSF accounting sector back in 2008 at Super Concepts learning from some of the smartest SMSF specialist in the business. Ultimately I lead several teams responsible for lodging up to a thousand funds with over a billion dollars in assets.
Over the years, my expertise expanded in all areas of accounting including pensions, corporate actions, daily administration, fund migrations, new business, business optimisation & training.
In July 2018, I moved to a local business service accounting firm to focus on centralising the SMSF area. I was responsible for a book of several hundred clients helping to manage client and adviser relationships, meeting lodgement requirements, providing technical expertise with issues ranging from QROPS to LRBA’s and keeping up to date with legislative change.
My extensive background in team leadership and working within the financial services industry has given me a great understanding on the complexities of SMSF fund management.
Financial Advisor
I work closely with high net wealth professionals, including specialist advice for Lawyers, Medical Practitioners and Business Owners.
I specialise in holistic strategic advice as listed below:
Should you require advice and services outside my authorisation, I will refer to an appropriate representative within our organisation.
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