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For those who aren’t satisfied with the returns of retail funds and don’t want to retire on just bank accounts, a self-managed super fund (SMSF) can be an exciting solution. Self-managed super funds allow you to choose and structure your investments to maximise returns. But opportunity comes with risk, and navigating complex SMSF rules and regulations can be a nuanced challenge. But not for us.
Liston Newton is a highly lauded and well-awarded name in the SMSF industry. Our Melbourne-based specialists can help you set up and manage your own SMSF the way you want it. Our personalised approach will help you meet your financial goals.
Why don’t we discuss this over a coffee? Come in for a consultation at our Queen Street office in the CBD. Or, let us know if you’d prefer a virtual meeting, and we’ll set one up.
Monday to Friday
8am to 5pm
Street parking on Queen St and Flinders Ln. Secure Parking at 367 Collins Street.
For those who aren’t satisfied with the returns of retail funds and don’t want to retire on just bank accounts, a self-managed super fund (SMSF) can be an exciting solution. Self-managed super funds allow you to choose and structure your investments to maximise returns. But opportunity comes with risk, and navigating complex SMSF rules and regulations can be a nuanced challenge. But not for us.
Liston Newton is a highly lauded and well-awarded name in the SMSF industry. Our Melbourne-based specialists can help you set up and manage your own SMSF the way you want it. Our personalised approach will help you meet your financial goals.
Why don’t we discuss this over a coffee? Come in for a consultation at our Queen Street office in the CBD. Or, let us know if you’d prefer a virtual meeting, and we’ll set one up.
Monday to Friday
8am to 5pm
Street parking on Queen St and Flinders Ln. Secure Parking at 367 Collins Street.
As a full-service financial specialist, we can offer far more than just SMSF advice. Our advisors can tackle any challenge, from business restructuring to tax management to investment decisions.
Liston Newton helped us move our accounting over to Xero. Their Accountant managed the set up and training so we felt comfortable with the software. We now have all our processes streamlined which gives us improved visibility of our business performance. This has allowed us to open 2 more stores without a significant increase in administration effort.
In a word, the primary advantage of self-managed super funds is ‘control’. That could mean control over the actual structure and investments of the fund; you may want to focus on maximising growth or selecting ethical investment opportunities. But control could also mean financial freedom; you ought to be able to retire with enough capital to fund the lifestyle you want without compromise.
Your Liston Newton SMSF accountant can help you to finance a safe, secure and comfortable retirement.
At Liston Newton Advisory, we take pride in helping business owners get more out of their hard work. Our downloadable guides can give you an in-depth look at strategies and technologies that will help your business grow.
Liston Newton’s accredited team have earned laurels and recognition from nationally and internationally recognised organisations.
Australia’s most experienced and professional accountants — with industry leading qualifications and accreditations to show for it. Learn more from a specialised business accountant.
We have decades of expertise navigating SMSFs and guiding our clients towards financial success.
We adapt our strategies to suit every life stage, so you’re needs are always prioritised.
Our advisory services extend to every facet of your financial life.
We utilise the latest technologies to create high-ROI self-managed superannuation funds.
We’ve found that what most of our clients want from us is security. Whatever their present-day business and personal goals, they ultimately want to know that when retirement comes, they’ll have the financial security to live as they like — and maybe even open a franchise of the Bank of Mum & Dad.
A self-managed super fund is a bit of a contradiction; you’re choosing to take a risk for the sake of a greater reward. Our Melbourne CBD office has become a hub for high-wealth individuals from across the state to seek advice on mitigating that risk and extending their reward. We’ve helped them secure long-term financial security by:
As our client case studies and testimonials will attest, our methodology delivers exceptional results. Our SMSF strategies are no different; we have the SMSF advisory awards to prove it.
The first phase is all about establishing the fundamentals of your business and creating a strong foundation to build from. You also need to establish your long-term goals so you have a clear idea of what you're working towards.
The second phase is about gaining a deeper understanding of your business; how to make it more efficient and experience sustainable growth. This is where you transition from working in your business to working on your business.
The final phase is when all your hard work really starts to pay off. This is when you start using your profits to build your personal worth to a point that give you financial freedom—the freedom to work only if you want to.
After engaging Liston Newton's services, Chris & Leanne Roberts were able to purchase the B&B of their dreams by utilising their savings in the most tax-effective way.
It’s easy to zone out when businesses discuss corporate social responsibility. For many, it’s just a marketing opportunity. Not for us. Our Melbourne CBD team have selected a set of charities close to their hearts, and have used their business and financial expertise to serve those initiatives as best they can.
And that’s just one of our offices. We have several teams scattered around Australia, and each one serves a unique set of local charities and initiatives.
An SMSF, also known as a DIY fund, is a trust. They are run and managed directly by the SMSF trustees, as opposed to standard super funds, which third parties run on behalf of the trustees.
SMSFs allow trustees total control over the investments of the trust, as well as how the returns are distributed to the trustees.
SMSFs are best suited to high-income earners, business owners and financially savvy individuals. When starting one, you must consider the associated costs, which can include:
If you feel that an SMSF might be the right choice for you, consult a professional SMSF accountant for a second opinion.
SMSFs can be used to purchase investment assets. But there are strict restrictions around such purchases. SMSFs can only purchase:
To protect yourself legally, you should seek the counsel of an SMSF specialist before making any purchases.
‘Artificial intelligence’ seems poised to revolutionise how we live and work. Every day, AI tools find new ways to shock and awe us with their capabilities. But, as with the emergence of every epoch-defining technology, there is a strong stink of hype in the air. Businesses who do not understand the technology, including SMSF accountants, are quite ready to turn it into the very core of their business. Not us.
Liston Newton believes in using technology, including AI, to optimise and streamline our processes. But it is a tool to be used by experienced specialists, not a magic lamp with which to wish up quick-fix solutions. We will always offer you strategies conceived of, researched and approved by accredited specialist accountants.
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