Setting up a Self-managed Super Fund (SMSF) allows you to choose where you invest your super money, giving you control and flexibility over your super. Engaging a professional SMSF advisor means that you will be rest assured that your fund is properly set up, complies with ATO regulations and is managed by award-winning SMSF specialists.
Are you considering an SMSF? More than a million Australians have chosen to take control over their super 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 SMSF investment strategy, you can reach your financial retirement goals.
SMSF could offer significant benefits for you. Here are the main advantages of managing your own superannuation fund.
While there are incredible benefits in self-managed superannuation funds, there is also a lot of complexities and administration involved. Wilson Pateras have a dedicated team of SMSF advisors who can offer you a full range of services, from fund establishment to an ongoing administration service. Our services include:
Supported by expert advice from your SMSF 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 a 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 any SMSF investment decisions you make support your overall investment strategy whilst avoiding unnecessary risk.
Our comprehensive financial team will have Administrators to help you manage the ATO reporting requirements, keeping you on the right side of SMSF rules and regulations. As owners (technically ‘Trustees’) of the fund, you always have the final say on your investments.
It’s your choice as to whether you wish to have a high level of involvement in the operation of your SMSF and if you have the time to keep track of the daily transactions and compliance obligations, or alternatively, have us handle it for you.
Manager
Manager
Senior Financial Advisor
Financial Advisor
Book a complimentary meeting with one of our SMSF advisors. During this consultation, you can ask any questions you may have regarding Self-Managed Super Funds. You will gain useful knowledge about the process, costs involved, and the benefits of setting up a SMSF. This consultation comes with no obligations so go ahead and book yours today!
40 River Boulevard
Richmond
VIC 3121
Phone: (03) 8419 9800
Fax: (03) 8419 9888
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Ground Floor, 40 River Boulevard
Richmond VIC 3121
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.
Senior Financial Advisor
I am a seasoned financial advisor assisting a select group of individuals and families to build, manage, protect and transition wealth.
My role as an advisor is to maximise the probability of my clients achieving their financial objectives. I provide specialist advice in the following areas:
1002523
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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