Self-Managed Super Fund
(SMSF) Advisors in Melbourne

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.

smsf awards winners

Setting up your own SMSF?

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.

setting up smsf

Enjoy the Benefits of a Self Managed Super Fund

SMSF could offer significant benefits for you. Here are the main advantages of managing your own superannuation fund.

  • Ability to invest directly in property
  • SMSFs are the most tax-effective entity
  • Greater control of investments within your superannuation
  • More control and flexibility within your super
  • Potential higher net returns
  • Ability to draw-down a tax-free pension once you reach retirement age
  • Ability to increase your super balance through contribution strategies

Our SMSF Services

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:

  • SMSF Setup
  • SMSF Advice
  • SMSF Audit
  • SMSF Tax Returns
  • SMSF Accounting
  • SMSF Investment Strategies
  • SMSF Management
  • SMSF Trust Deeds
  • SMSF Property Investment Advice

SMSF Investment Strategy Aligned With Your Retirement Goals

Supported by expert advice from your SMSF Advisor, you can elect to invest in:

Term Deposits

Investing money for a fixed term for a fixed interest rate.

Shares

Building a stock portfolio with Australian and/or International shares

Residential Property

Choose an option that historically has produced good return on investment

Commercial Property

Investing in retail, office or industrial property for a long-term rental income

Award-Winning SMSF Firm

"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."

Graeme Johnson, Former Partner at Allens
accounting firm of the year
smsf advisers

Things to Consider

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.

SMSF Rules and Regulations

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.

smsf compliance

Discover if SMSF is right for you

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!

Get a Complimentary Consultation

Wilson Pateras SMSF Advisors Near You

Richmond Head Office

40 River Boulevard
Richmond
VIC 3121

Phone: (03) 8419 9800
Fax: (03) 8419 9888

Brighton Office

196 Bay Street
Brighton
VIC 3186

Phone: (03) 8419 9800
Fax: (03) 8419 9888