SKS Advisory Pty Ltd | Norwest | Sydney

1300 060 634

Self-Managed Super Funds

Empowering Small to Medium Enterprises with Top-tier Accounting Solutions and Taxation Support
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Self-Managed Super Funds

To guarantee repeatable and predictable results for our clients, we have developed proprietary methodologies for each of our core services.

Self-Managed Super Funds:

Self-Managed Super Funds offer a unique opportunity for individuals to directly influence their financial future, but with this control comes significant pressure to make the right decisions. At SKS Business Advisory, we specialise in guiding clients through every step of managing their SMSF, from initial fund establishment to making shrewd investment decisions.
Our goal is to simplify the process, allowing you to make informed choices that set you up for the retirement you’ve always dreamed of.

Steps involved:

  • SMSF Establishment and Structuring: We guide you through the intensive process of establishing your SMSF, including fund creation, trustee selection, and registration.
  • Developing an Investment Strategy: By acting upon your wishes, we develop a customised investment strategy that reflects your retirement goals and risk tolerance.
  • Ongoing Management: Our team will manage the administrative tasks, ensuring ongoing compliance with superannuation laws.
  • Regular Performance Reviews: We will schedule in-depth performance reviews of your fund, allowing us to make any necessary strategy adjustments as necessary to meet changing market conditions and retirement goals.

Key Benefits:

  • Alignment with your retirement strategy: Rather than using an out-of-the-box solution, we continuously adjust your super investment to suit your personal goals.
  • Compliance Support: Navigate superannuation laws and regulations with ease.
  • Expert Guidance: Benefit from our blend of experience and expertise in fund management and investment strategies.
    Maximise your fund’s performance: Our continuous performance monitoring will enhance your fund’s growth potential.

Other Areas of Speciality

Why Choose Us
SKS Business Advisory

Choosing an accountant is an incredibly important decision that can significantly influence the financial health of individuals, families, and businesses alike. With more than 20 years of dedicated service, SKS Business Advisory appreciates the magnitude of this decision more than most.
From the beginning of our journey right up until the present day, we have been able to obtain exemplary outcomes for our clients.
How do we do it? Well, we’ve detailed it for you in the points below.
No two solutions are ever the same
As an industry-leading accounting company, we understand that our clients don’t want to leave money on the table. To ensure that every opportunity is exploited, all of our strategies are crafted after conducting a forensic analysis of our client’s finances. This approach affirms our commitment to your success by refusing to take shortcuts.
Where others see problems, we see opportunities
To say that Australia’s financial laws and regulations are complicated would be an understatement. This is why we have dedicated ourselves to understanding these laws inside and out, helping us exploit loopholes that others can’t see. This problem-solving philosophy has allowed our business to go from strength to strength in recent years.
We know the intricacies of many industries
Anybody who has spent a long time in their role will know that there’s no substitute for experience. Having served thousands of clients over the years, we have been able to acquire extensive knowledge across a range of industrial sectors. This allows us to quickly highlight where there’s scope for increased operational efficiency and process streamlining.
We leave no stone unturned
Our philosophy is grounded in a holistic approach to bookkeeping and portfolio management. We meticulously examine every detail of our client’s finances, ensuring no opportunity to save money or make money goes unnoticed. By looking at the bigger picture, we can help every individual, family, or business make the best use of their available resources.
Your feedback is our guidance
Time and time again, we have seen that one of the most important skills an accountant should have is the ability to listen. As a business, we champion a collaborative approach where your insights and feedback shape our solutions. This mutual respect promotes open communication that ultimately allows us to obtain the best results.

FAQ

Yes, we can guide you through the entire process of setting up your SMSF, including registering with the ATO.
An SMSF is suited for individuals who want direct control over their retirement investments and are willing to take on the responsibilities of managing a super fund, including compliance and investment decisions.
Absolutely. While you maintain control over your SMSF’s investment decisions, we can provide expert advice, administrative support, and compliance services to manage your fund effectively.
Our team boasts renowned expertise in SMSF legislation, investment strategies, and compliance requirements, offering personalised support to ensure your SMSF meets both your financial goals and legal obligations.
We ensure your SMSF complies with superannuation laws by providing ongoing advice, preparing financial statements, organising tax returns, and facilitating annual audits.