1300 554 948

Professional Services

Operating your own Self-Managed Superannuation Fund (SMSF) provides you with the ability to choose your investment options and be in control of your retirement. Running your own fund can provide a range of advantages but involves considerable responsibility and commitment.

An SMSF gives you total control of your Super by allowing you to choose where you invest. This control will allow you to consider investing in a wide range of investments, such as Term Deposits, Domestic & International Shares, and Residential & Commercial Property.

An SMSF can be a great vehicle to take control of your Super but an SMSF may not be suitable for everyone. Compass works with each of our clients to provide accurate, consistent and clear information to help support your investment decisions, understand your rights and entitlements, and meet your obligations.

Our SMSF clients enjoy a complete service package, with SMSF Compass licensed as a provider of financial planning and advice for SMSF clients, and our partnership with Unison Wealth Management provides additional support services. This means that we can provide an end-to-end service encompassing planning, advice and compliance or we can work with your financial planner and focus on the core accounting aspects of your SMSF.

New laws governing the provision of SMSF Advice

The Australian Securities & Investment Commission (ASIC) requires by law that from 1 July 2016 that any accountant who wishes to work in the area of Self-Managed Superannuation and provide their clients with any form of strategic advice, must be formally authorised to do so.  The accountant must achieve specific education and licencing qualifications or accreditations and be licensed either directly with ASIC or via a holder of an Australian Financial Services Licence (AFSL)

We are pleased to confirm that SMSF Compass has achieved these licensing requirements with Unison Wealth Management (AFSL No: 28621) and our principal, Anthony Luvisetto, has also attained the required individual licencing educational requirements to continue to provide clients with expert general strategy advice.

As part of these new regulations, commencing 1 July 2016, any strategy advice provided by SMSF Compass will be done via the issue of a formal Statement of Advice (SoA).  These new requirements provide us with the opportunity to deliver a more comprehensive service to our clients who either have an existing Self-Managed Superannuation Fund, or are considering establishing one.

Our range of SMSF services

Fund Establishment

  • Review to evaluate an SMSF is right for you
  • Setting up and registering your SMSF
  • Investment Strategy preparation
  • Death Benefit declaration
  • Organising the transfer of your existing Super accounts

Administration and Recordkeeping

  • Corporate and individual trustee services
  • Administration of fund transactions with Class Super
  • Recordkeeping for compliance
  • Financial tracking and reporting

Fund and Investment Management

  • Insurance, such as Life, TPD, and Income Protection
  • Review of strategies and declarations
  • Trust Deed upgrades to remain current with law changes
  • Contribution strategies
  • Pension and Transition to Retirement strategies and implementation

Compliance and Reporting

  • Annual Financial Report
  • Annual Tax Return
  • Member Balance Statements
  • Organise the mandatory Annual Audit
  • Represent your SMSF on ATO matters

Support Services

  • Finance and lending
  • Limited Recourse Borrowing Arrangements (LRBA)
  • Insurance
  • Legal services
  • Fund administration
  • Property acquisition and management
  • Domestic and International Investments
  • Portfolio Management

Class Super Software

We use Class Super Software – a market leading “in-the-cloud” Super administration package which streamlines your SMSF financial tracking and reporting. You can access Class anytime, anywhere to review your SMSF’s investments and their performance. To further streamline operations and improve efficiency for our clients we have also introduced a number of initiatives such as online document logging and authorisation to allow clients to quickly and easily respond to and manage their super accounting obligations.

Get the right advice and support for your Self-Managed Super Fund, contact SMSF Compass on 1300 554 948 or email enquiries@compassdirection.com.au

Suburb reviews

What our Clients Say

“I entrusted Anthony with the management of my SMSF due to the trust developed in managing our business accounting. Anthony provides clear, easy to follow instructions and I feel confident that my SMSF is in competent hands.”

Cosimo Graps

“Our fund involved several parties with partners and we also needed to work out the best way to purchase a building through our super fund. Anthony was able to put us onto the right financial advisor who then put us in touch with the right bank to organise this. Anthony had the contacts that enabled us to move forward and was able to assist with any other questions we had in relation to this. His network of contacts was invaluable.”

Neil Peluso

Get in Touch

To discuss your Self-Managed Super Fund requirements please contact SMSF Compass on 1300 554 948
Get in touch using the form below – we’ll be delighted to help!

Get in Touch

To discuss your specific requirements please contact Compass on 1300 554 948, get in touch using the form below – we’ll be delighted to help!