Is SMSF Right For You?

 Book a free SMSF consultation below with one of our qualified SMSF experts!

SMSF Is Not For Everyone

Whether you are starting to look into SMSF or you have questions about SMSF, we can help you decide whether an  SMSF is right for you. There is no obligation at all to start your SMSF post the consultation call.

Planning For Retirement

SMSF is a vehicle for you to plan a prosperous retirement. We will go through what your retirement goals are and how you can start planning to get there.

Trustee Responsibilities

As a trustee there are many responsibilities and regulations that you must follow. It’s important that you speak to someone before you start your SMSF.

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.

What we Do

On the Consultation

Your Goals 

We will start the call with understanding your retirement goals and why you are considering an SMSF.

Understanding SMSF

We will answer all the questions you may have about starting an SMSF. We can cover anything from basic SMSF set up to more complex SMSF strategies. We will discuss with you your responsibilities as a trustee. 

Is an SMSF suitable for you?

After the consultation we can provide you with a clear understanding about the pros and cons of an SMSF in relation to your goals. There is absolutely no obligation to set up an SMSF. Whatever you decide, we are here to help.

 

 

SMSF CONSULTATION 

BOOK YOUR FREE SMSF CONSULTATION

“Their fees are very reasonable given the quality of service. Quality of service is important, for a self-managed superfund can be challenging at times particularly meeting compliance requirements. I would have no hesitation in recommending them, as I regularly do with colleagues and friends“
Grahame, NSW

“I wanted to say a big “Thank You” to you and all the staff who helped with this year’s return. Given the fact that we are so far removed by distance, I found your systems and procedures easy to use and follow. In fact, I think it was even easier than in previous years with some of the accounting firms I used. I just wish that I found you guys earlier – it certainly took the hassle out. I found your final report clear, accurate and well presented.”
Michael, QLD

“Due to poor accounting help, we had real problems with our super fund. We had not put in any statutory returns for four years, and had few accounting records. SuperHelp were great in helping us put together everything we needed and managing lodgements for us. Within 12 months, our super fund was ‘up to date’. We found SuperHelp easy to deal with, very helpful and very cost efficient. We would never go back to an accountant, and would recommend SuperHelp to anyone with a DIY Super Fund.“
Angela, NSW

Contact Us

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

1300 736 453

PO Box 1906 Macquarie Centre NSW 2113

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