Self-Managed Super Funds

Experienced SMSF Management

Self-Managed Super Funds (SMSF) are a form of Superannuation Fund that can provide you with direct control of your Retirement Savings, provide a wider choice of investment options, Tax advantages and greater flexibility (over traditional Industry and Retail Super Funds).

In today’s volatile economic climate Superannuation Funds continue to be one of the most effective ways for you (especially business owners and self-employed contractors) to build Wealth in a Tax effective manner. In conjunction with our Strategic Partners and Superannuation-related industry experts, AD Wealth have been advising clients on Self-Managed Superannuation Funds (SMSF) for many years and can assist you in;

SMSF set up / Tax Compliance ( Including Bare Trusts for Geared Property Purchases)

SMSF Administration, Auditing & Compliance services

SMSF Investment Strategies & Advice

AD Wealth recognises that for Superannuation Strategies, such as Self-Managed Super Funds, to be effective, financial advisors must take into account your complete financial position (including family trusts and any existing Company structures) together with your comprehensive investment risk profile.

Download the SMSF Setup Checklist here …

Tax Accountants and Business Growth Specialists

Get in Touch

If you are looking for a proactive and dynamic Accounting, Taxation and Business Consulting Practice to take your business to the next level.

(03) 9349 3499

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Meet the partners

Tony Dimitriadis
B. Bus CPA

Director

Tony has over 30 years’ experience as an accountant, and over 15 years’ experience as a CPA.

His first 18 years’ experience involved financial, management and operational accounting roles at a senior management level, in the security, transport, and forensic accounting industries.

 

David AzzopardiI
B. Bus CPA

Director

David has over 30 years’ experience as an accountant, and over 20 years’ experience as a CPA.

His first 17 years’ experience involved financial, commercial and operational accounting roles at a senior management level, in the general insurance, and telecommunications industries.

Our clients

Tony and his team at AD Partners don't just "do your taxes" they help your business grow and develop strategies with you in view of profit. I have worked with AD Partners and continue to work them together with many of my clients regarding their property development ventures and current businesses. I would not trust anyone else with my business or my clients. Highly recommended.
Olivia TerziovskiBoutique Lawyers Melbourne
Dear Tony, This is a very serious, important and interesting work, where there is not a single superfluous word that is speaks about the value of this book, even for subsequent generations! Such a book can and should even become the main reference book for Investors - Developers, where even marked the "points of connection" to the relevant experts. With "connection points" your book gets even more value!
Boris KhazinskyManaging Director at Bonico Development Group Pty Ltd.
I have been a client of Tony’s firm, AD Partners, for many years and the tools and insights that he shares in his book have helped me enormously in my building and property development business. Not only does he make it simple and easy to understand financial management, he and his team continuously support me to ensure I have a successful business.
DARREN MCINNESMcinnes Home
Most Accountants I meet around the world are general in nature. They are trying to be all things to all people. What I like about Tony is he is extremely focused on the building sector. By being this focused he can go deep on methodology, advise based on what other clients have done and add tremendous value to his clients. This book is an example of his focus. All builders should buy this book and listen to Tony’s advice
ROB NIXONEntrepreneur, Author and global expert on Accounting firms

AD Partners is entirely focused on achieving the best possible results for you, our client. After all, making sure your balance sheets and profit margins are up to date and accurate is just the start. We also make planning a lot easier for you by adjusting and streamlining your systems to match your business processes.

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