Super Funds

Not all superheroes wear capes.

Millions of Australians have taken the step to control their own superannuation and set up a Self Managed Superannuation Fund. From control over finances and investment decisions through to assets and fees, more and more Australians are taking the plunge.

Self Managed Superannuation Funds also offer the advantage of tax strategies that aren’t available in retail funds, but the downside is that they can be complex. However our SMSF solutions provide you with the services and support you need to really ‘self manage’ your fund.

Develop a comprehensive superannuation strategy that supports your plan for retirement

Establish a new fund (and wind up existing funds, if need be)

Provide advice on transferring assets and roll over existing superannuation to your new SMSF

Complete and maintain all fund-related documentation

Assist fund trustees with any required documentation as required, as well as prepare trustee minutes

Prepare and lodge accounting and taxation reports to ensure that all SMSF regulatory requirements are satisfied, including:

Business Activity Statements or Instalment Activity Statements as required

PAYG Payment Summary Statement and PAYG Payment Summaries as required

Annual financial and member statements

Income tax returns

Provide tax and compliance advice

Advise on lump sum calculations for withdrawals and rollovers

Liaise with the auditor to arrange the required audit of your annual financial statements

And if you’re thinking of retirement, we’ll also work with you to develop pre- and post-retirement planning strategies with your fund. Importantly, we’ll ensure you meet all of your annual reporting requirements, as well as help with any documentation to commence the pension when the time comes.

Your Consultants:
Vanessa Pollett

Vanessa excels in building strong relationships with her clients to provide them with a complete financial & business mentoring service. With 30 years experience up her sleeve, She offers more than compliance, she is dedicated to the success of their business.

Tamara Wade

Tamara works closely with her clients to provide them with a complete financial & business mentoring service. Tamara can offer over 25 years of experience in all these areas and comes from working in the Corporate Sector as well as Public Practice.

Laura Greentree

Laura has over 10 years experience in accounting and taxation, focusing on financial reporting and taxation for companies, trusts, smsfs and individuals.

Richard Whatman

Richard offers a wide range of accounting services for individuals, companies, trusts, partnerships and SMSF’s. He is an associate at the Institute of Public Accountants.

Amanda Brazel

Amanda has over 20 years of experience within a broad range of industries including public practice, business and not-for-profit organisations.

Mel Doyle

Mel has over 25 years experience in accounting and tax for businesses and individuals, having formerly been a Director at PwC and Chief Financial Officer (CFO) of domestic and international businesses. Mel has a passion for helping small business reach their full potential.

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Best Practice Camden

(02) 4655 9933
8 Broughton St
Camden NSW 2570

Best Practice Picton

(02) 4677 0361
6 Picton Ave
Picton NSW 2571
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