Our Staff

Sandra Lee

Sandra Lee

Managing Director

I am the Managing Director of SuperHelp and have been working in the SMSF industry for over 15 years. I am a licensed SMSF Financial Advisor and Chartered Accountant having completed my Bachelors of Commerce at the University of NSW.

When I am not helping clients with their retirement through SMSF, I enjoy spending time with my husband and two children in sunny Sydney. I am friendly and enthusiastic about SMSF and would be delighted to help you on your SMSF journey.

 

Steven

Senior SMSF Accountant

Steven has over 10 years of SMSF accounting experience graduating with distinction from Macquarie University. He is a qualified Chartered Accountant.

Book Your Free SMSF Consultation

Book your free consultation with me to find out if SMSF is right for you. If you have any other questions, we are happy to help!

 

Sandra - SMSF Advisor

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Why is SMSF Set up so affordable at SuperHelp?

SuperHelp has been servicing the SMSF market for over 15 years. We pride ourselves on being able to provide an affordable SMSF service without compromising on quality. One of these services is to provide new members with setting up their SMSF at an affordable fee when they use our award winning service.

Do I need to use a specific bank, broker or provider?

Unlike other SMSF administrators and accountants we do not restrict you to what bank, broker or service provider you use. We are independent and do not take any commissions from other parties so that our clients can invest their super where they please.

How long has SuperHelp been around for?

SuperHelp have been around since 2002 - so over 15 years! While new SMSF administrators have come and gone, we are still around!

Do you offer any other SMSF services?

Yes we do! You can see a full list of SMSF services on our services page.

Can you have a Single Member SMSF?

Can you have a single member SMSF?  Yes you can. There are two options in creating a single member SMSF. Corporate trustee – A corporate trustee is established to act as the trustee of the fund in which the single member is the sole director. Individual trustee –...

What NOT to do with your SMSF related parties

Your SMSF will need investments, and it may need to borrow in order to make those investments. One of the crucial things to understand in your SMSF investment strategy is that you cannot invest or loan to any related parties. In fact, in the last 12 months the ATO has...

New SMSF Penalty Regime

The new penalty regime for SMSF trustees will now proceed according to a recent announcement. The new laws will give the ATO power to issue a range of penalties to trustees of SMSF that breach the superannuation laws from 1 July 2014.

ATO Early Release Of Super

In light of the financial hardship being experienced by many Australians during the Coronavirus pandemic, the Government has extended early access of superannuation until December 2020. However, the ATO has expressed concern regarding individuals who may undertake...

SMSF Sole Purpose Test

The sole purpose test is a test the ATO uses to ensure that SMSF trusts are operating with the intention of only benefitting from their funds through the sole purpose of either retirement or in the event of a member’s death. While the way that an SMSF manages its...

Life Insurance through SMSF

Since August 2012, SMSF trustees are mandated by law to consider the appropriateness of life insurance for fund members.  SMSF trustees are not required by law to take out life insurance, however they do need to consider if it is appropriate.  Typical...

How much do you need to retire in Australia?

Retiring in Australia can be a dream come true, but it's important to have a clear understanding of how much money you will need to support yourself during your golden years. The amount you need to retire in Australia depends on several factors, including your...

Why is estate planning for your SMSF so vital?

One of the major advantages to having an SMSF (self-managed super fund) is that you can take control over what happens to your super in the event of your death. With some well managed SMSF estate planning you can maximise the benefits for your family. There are...

2016-17 Superannuation Reform Changes in New Budget

Following the new budget effective from 7.30pm 3rd May 2016, following changes have been made in relation to Superannuation; 1. New lifetime cap for non-concessional superannuation contributions – Effective 3rd May 2016 7.30PM The government will introduce a $500,000...

SMSF Director ID

The SMSF (Self-Managed Super Fund) Director ID is a unique identifier that is assigned to individuals who act as directors of SMSFs. This identifier is used to monitor and regulate SMSF trustees and ensure that they are fulfilling their obligations under the...

Contact Us

SuperHelp is located in Macquarie Park, NSW however we work with clients all around Australia.

info@superhelp.com.au

1300 736 453

PO Box 1906 Macquarie Centre NSW 2113

M-F: 9am-5pm, S-S: Closed

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