Self Managed Superfunds | Matthews Steer

At Matthews Steer we’re committed to helping you achieve your financial goals and objectives by providing sustainable and viable investment strategy that supports wealth accumulation and financial security, and enables you to achieve your desired lifestyle, now and in the future.

Matthews Steer’s specialist financial advisers work within our Private Wealth team, and are here to help you formulate a plan for long-term financial freedom and security that is tailored to your individual needs.

We can assist you with Self Managed Super Fund (SMSF) administration - setting up your SMSF, and providing a full suite of SMSF administrative services including tax compliance, financial statements, pension requirements, contribution rules, and trustee considerations – and we can assist you to map out your SMSF strategy and provide financial planning and financial product advice and support you to make investment decisions.

At Matthews Steer we offer a full SMSF service including:

Financial planning advice: our experienced Private Wealth team is dedicated to providing financial planning advice that helps you manage all aspects of your finances, navigating challenges and achieving goals.
Accounting and taxation services: all the financial advisers on our Private Wealth team are qualified accountants.
SMSF administration: Our SMSF administration service is managed in-house, not outsourced overseas.
SMSF knowledge: Our team is available to present to your business on SMSFs, and a range of other private wealth topics.

Why set up an SMSF?

SMSFs are superannuation funds set up by individuals with four members or fewer, and are established for the sole purpose of providing retirement benefits for the fund members.

If you’re looking to manage your investments, as a trustee you can take a hands-on approach to nurturing your nest egg, and take control over your investment strategy. You make the investment decisions for the fund, you’re responsible for complying with the super and taxation laws, and SMSFs offer control and flexibility not available in retail superannuation funds.

Running an SMSF requires a significant commitment, and takes time, skill and specialist knowledge. Our experienced Self Managed Super Fund advisers are here to support you with a range of expert SMSF services including:

Self Managed Super Fund strategy
Self Managed Super Fund establishment
Self Managed Super Fund administration
Self Managed Super Fund financial and investment advice
Trustee advice
Commencement of pension income stream

Why do I need a SMSF Strategy?

Your SMSF investment strategy is your plan for making, holding and realising the assets you require to meet your investment objectives and retirement goals. Your strategy should document why and how you’ve chosen to invest your retirement benefits in order to meet your goals.

You are required by law to prepare and implement an investment strategy for your SMSF, to adhere to that strategy, and to review it regularly. We strongly recommend that you seek expert help and guidance when formulating investment strategy. Our team of super fund experts can advise you on how to select SMSF trustees, SMSF investment options, the ongoing administration involved in managing your SMSF, and how to leverage your SMSF.

How can Matthews Steer help me set up and manage my SMSF?

There are a number of strategic considerations to take into account when setting up a SMSF including the purpose of the investment strategy, risk profiles, investment goals and options objectives.

The decisions you make when you set up your SMSF can have long-term impacts on your fund’s capabilities, so it’s financially astute to get professional advice and support as early as possible in the process.

We facilitate the preparation of your fund’s trust deed with trusted legal practitioners.
Our fund administration team can assist with admin related to the establishment and running of your fund, managing day-to-day tasks and meeting your administrative and reporting obligations.
Our financial advisers can assist you to formulate an investment strategy, and provide you with advice on investment and insurance products.
Our accountants can set up your SMSF’s financial systems and can prepare your fund’s accounts and operating statements once you are operating. Our specialist tax team can complete and lodge your SMSF annual tax return with the Australian Taxation Office, and provide tax advice and support.
We engage independent auditors to provide SMSF audit services.
Matthews Steer can assist you in performing your trustee’s duties, however it is your responsibility to ensure your fund is administered correctly.

Contact us today on 03 9325 6300 to talk about how our Private Wealth Team can help you set up, manage, and administer your Self Managed Super Fund.

Matthews Steer Pty Ltd is a Corporate Authorised Representative of Personal Financial Services Limited. ABN 26 098 725 145, AFS Licence No. 234459, Aurora Place, Level 10, 88 Phillip Street, Sydney NSW 2000.

The information in the Matthew Steer website is of a general nature only. It does not take into account your personal objectives, financial situation or needs. The information on this website does not constitute financial, investment or taxation advice and should not be relied on as such.

Before making any decisions involving financial products or services, you should read the relevant Financial Services Guide (FSG) and any applicable Product Disclosure Statement (PDS) before making any decision. We also recommend that you seek independent professional advice as to the suitability of the products or services which is relevant to your particular financial circumstances.

Information on matthewssteer.com.au applies to Australian residents only.