Experienced SMSF Management
Self-Managed Super Funds
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.
Tax Accountants and Business Growth Specialists
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
Meet the partners
B. Bus CPA
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.
B. Bus CPA
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.