What we do
Your Self Managed Super Fund
Are you concerned that your current super funds seem to be stagnating without much progress? If you're seeking greater control and a more secure retirement it's time to explore the benefits of a self-managed super fund (SMSF).
At AJW we understand the desire for peace of mind and the ability to take charge of your investments. We're here to guide you through the complexities of SMSFs, ensuring compliance while helping you navigate the paperwork maze.
We recognise that everyone's needs differ when it comes to managing their SMSFs. Whether you prefer to tackle all the paperwork as a rewarding retirement project, seek occasional guidance from seasoned professionals, or simply wish to focus on investment decisions while leaving the paperwork in capable hands, we're here to offer the level of assistance that suits you best.
How AJW Can Empower Your SMSF
- Establishing your SMSF and Corporate Trustee
- Efficient administration of your SMSF
- Expert guidance on pension strategies, including Accounts Based Pensions and Transition to Retirement Pensions
- Preparation of accurate financial statements, tax returns, and minutes
- Tailored advice on recontribution and lump sum strategies
- Access to independent audit and actuarial services
- Comprehensive assistance on SMSF matters, such as borrowing, GST, and Capital Gains Tax.
With AJW as your trusted partner, you can confidently navigate the world of SMSFs, unlocking the full potential of your super fund. Let us handle the complexities, ensuring compliance and maximising your retirement savings while you focus on building a brighter future.
Client Stories
A client came to me distressed a few years ago. They advised that the ATO had told them that they should switch accountants, which I found highly irregular. The client wanted me to investigate the books for the last 5 years. After engaging the client, I commenced investigating. Long story short, I found a hole of approximately $300,000 which could have only been in one spot – the former accountant’s trust account. So, we approached him (me, my client, and my business partner). The former accountant was hostile but long story short, we recouped the entire $300,000, my fees of $13,000 and various legal fees. My client was very happy with this.