Our Staff

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!

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.

2016-17 Superannuation Reform Changes in New Budget

by admin | December 1, 2016 | SMSF reform | 0 Comments

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...

New SMSF Penalty Regime

by admin | May 25, 2014 | ATO, SMSF Penalties | 0 Comments

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.

Advantages of owning property through an SMSF

by admin | December 10, 2013 | SMSF Property | 0 Comments

There are a number of advantages to holding property inside an SMSF, as opposed to owning it in your own name. 1. Concessional tax on rental income Where you hold an investment property in your own name, tax will broadly be payable based on your personal rate of tax,...

Key things to know about your SMSF binding death benefit nomination

by sjtmdwns | June 4, 2017 | SMSF Binding Death Nomination, SMSF Education | 0 Comments

Your self-managed super fund (SMSF), unlike your home, is not something that will likely automatically be passed on to your family members. Your trustee (as chosen by you) will pay a death benefit to your nominated parties as per the governing rules of your fund and...

Letter of Compliance | SMSF ATO

by admin | May 3, 2015 | ATO, SMSF Compliance | 0 Comments

Your new employer will request a Letter of Compliance issued by ATO to make employer contributions to your SMSF. The SMSF Notice of Compliance, also sometimes called a letter of compliance, is a document issued by the ATO to an SMSF. According to the ATO “an SMSF that...

Can you have a Single Member SMSF?

by admin | September 15, 2015 | Uncategorized | 0 Comments

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 –...

The Step by Step Guide to Setting Up a Self-Managed Super Fund

by sjtmdwns | January 19, 2023 | SMSF SETUP | 0 Comments

Setting up a self-managed super fund (SMSF) can be a complex process, but it can also be a great way to take control of your retirement savings and invest in a wider range of assets. Here is a step-by-step guide to setting up an SMSF, along with some important things...

In House Asset SMSF

by admin | August 23, 2015 | ATO, In House Asset SMSF, SMSF Ruling | 0 Comments

There are numerous investment restrictions placed on super fund trustees by SMSF rulings. These include very stringent restrictions on any investment that involves a fund member, a relative of a member or any related company or trust. In House Asset SMSF An in house...

Updating Your SMSF Trust Deed

by sjtmdwns | August 1, 2017 | Uncategorized | 0 Comments

It is important to have a robust and up-to-date trust deed for your SMSF. Over the years there have been many changes to government requirements around how SMSFs are managed. Whenever the government make changes to SMSF regulations or requirements this is an essential...

SMSF Investment Rules – Are You Compliant?

by admin | September 15, 2015 | Investment Strategy, SMSF Strategy | 0 Comments

The Superannuation law does not prescribe what a SMSF can and cannot invest in. But there are restrictions on where the fund can invest in and the entities from which the fund can acquire assets. The investment options available to an SMSF is quite broad. Your fund...

Contact Us

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

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info@superhelp.com.au

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1300 736 453

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PO Box 1906 Macquarie Centre NSW 2113

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