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SMSF accountants Port Macquarie
Begin and manage a high-performing SMSF with our expert advisors
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The renowned SMSF advisor Port Macquarie locals trust
The benefits of having a super are clear. Still, many of our clients often find their funds fail to offer them the returns or services they need. If you feel the same way, self-managed super funds (SMSFs) may be the solution. SMSFs allow you total control over the fund’s structure, letting you choose investments by risk/reward level or their ethics. But the increased risk and the nuanced rules and regulations governing them make managing an SMSF quite challenging.
Liston Newton’s award-winning SMSF accountants in Port Macquarie have been helping locals plan financially secure futures for decades. We can help you start a new SMSF or manage your existing one to mitigate risks while improving your financial situation. Come down to our William Street offices for a consultation, or let us know if a virtual meeting would suit you better, and we’ll talk you through our process.
Business hours
Monday to Friday
9am to 5pm
Parking
1h parking on William St. 3h parking at Officeworks on Short St.
The renowned SMSF advisor Port Macquarie locals trust
The benefits of having a super are clear. Still, many of our clients often find their funds fail to offer them the returns or services they need. If you feel the same way, self-managed super funds (SMSFs) may be the solution. SMSFs allow you total control over the fund’s structure, letting you choose investments by risk/reward level or their ethics. But the increased risk and the nuanced rules and regulations governing them make managing an SMSF quite challenging.
Liston Newton’s award-winning SMSF accountants in Port Macquarie have been helping locals plan financially secure futures for decades. We can help you start a new SMSF or manage your existing one to mitigate risks while improving your financial situation. Come down to our William Street offices for a consultation, or let us know if a virtual meeting would suit you better, and we’ll talk you through our process.
Business hours
Monday to Friday
9am to 5pm
Parking
1h parking on William St. 3h parking at Officeworks on Short St.
Self-managed super fund services available in Port Macquarie
Liston Newton are far more than just an SMSF advisor. We can assist you in improving every facet of your financial well-being. After our initial consultation, we will draw up a personalised financial plan utilising the services best suited to your needs.
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.
Peter Luskan
Pandora
Let us craft an SMSF investment strategy that works for you
Talk to usHigh-yield, low-risk, ethical — learn what your SMSF can do
We’ve found our clients gravitate towards SMSFs because of the control they offer. While your standard super fund is designed to deliver reliable results, you can adapt your self-managed fund to suit your stage of life or changing needs. As a young professional, you may want a high-risk, high-reward investment, but if you’re facing retirement, you’ll likely feel a little more averse to the risk.
Whatever your goals, you will benefit from measured advice from an experienced financial expert. That’s our job. As your fund’s authorised representative, we can manage it to mitigate risks and ensure it’s always working towards your goals.
SMSF accountant responsibilities
- Stay compliant
- Manage and track investments
- Minimise fees
- Understand legislation
Meet the Port Macquarie team
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Almost half a century’s worth of experience
Our Port Macquarie SMSF advisors have earned accreditations and awards from major Australian financial bodies.
Why choose us
A wealth of experience
Our Port Macquarie team are supported by specialists based around Australia. Our cumulative experience is unrivalled.
Long-term client partnerships
We regularly review and update the personalised strategies we design for you, ensuring your finances are always taken care of.
Full range of services
By helping our clients with everything from super optimisation to retirement planning, we offer them total peace of mind.
Leading industry innovation
We utilise market-leading technology and constantly review emerging platforms to ensure we’re working with the best data available.
Find financial freedom with our award-winning SMSF advisors
From established business owners to young people still finding their feet, all of our clients want one thing: to one day retire with a healthy coffer to draw on. Our award-winning SMSF advisors will provide thoroughly researched, long-term strategies to secure your financial future.
A self-managed super fund is a risk. No matter how financially savvy you may be, mitigating those risks takes constant clear-eyed focus. That’s where we come in. Our SMSF advisors are renowned industry experts with decades of experience.
Our methodology works not because we take control away from you, but because we empower you with greater control over your SMSF investments. We offer:
- Tax-minimising investment strategies and account structures
- Comprehensive ROI analyses to uncover new investment opportunities
- Guaranteed regulatory compliance
Taking responsibility for your financial future will always be a risk. But as our case studies prove, we can guide you towards the financial freedom you’re after.
Our three-step method for achieving financial freedom
How we get you set
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.
- Plan your goals
- Structure your business and assets
- Online accounting
- People and HR
- Protect your business and personal risk
- Business and personal will
How we get you moving
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.
- Understand your numbers
- Delegate bookkeeping
- Systematise and automate tasks
- Minimise tax
- Forecast cashflow and capital needs
- Quarterly coaching and accountability
How we get you free
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.
- Understand wealth creation
- Investment portfolio
- Investment property
- Superannuation
- Succession and exit planning
- Your legacy
Our Port Macquarie case studies
Chris & Leanne Roberts
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.
Read about it
Proudly supporting the Port Macquarie community
Businesses thrive on the support of their communities. We’re no different, and we’re extremely grateful for the years of deep support our loyal clients and the wider Port Macquarie community have shown us. It’s only right that we give it back. That’s why we’ve created a list of local and national charities to support, including:
- The Cancer Council’s Biggest Morning Tea
- The Cancer Council’s Small Business Advisory Service
- The Type 1 Foundation
We support these charities financially and by volunteering our business expertise, and we’ve chosen them because of our personal connection the causes they serve.
Frequently asked questions
What is a self-managed super fund?
Also known as a DIY fund, an SMSF is a fund managed directly by the SMSF trustees rather than a third party. The trustees have total control over their investment options and can invest in various asset classes, including term deposits, high-interest cash accounts and unlisted assets.
Liston Newton offers self-managed superannuation fund administration services to help trustees better manage their funds. Get in touch with our Port Macquarie team for more information.
Is an SMSF right for me?
SMSFs are ideal for financially savvy individuals, such as high-income earners and business owners. This is because they can come with quite a few associated costs:
- Set-up costs
- Ongoing costs
- Wind-up costs
- Insurance costs
- Having a cost-effective super balance
If you’d like to learn more about SMSFs, book a consultation with our Port Macquarie team.
What kind of assets can I purchase with my SMSF fund?
You can purchase several types of assets with your SMSF fund, including:
- Residential and commercial property
- Bonds
- Exchange-traded funds
- Gold and cryptocurrency
- Australian & international shares
- Managed funds
However, there are strict rules and regulations around such purchases, and we recommend seeking the counsel of an experienced advisor before making any investment decisions.
Related resources
About our content authors
AI tools are content generators, not genies
This page was written by humans. There was a time when that would’ve been a given. Recent advancements in AI tools have led countless tech evangelists and business owners to proclaim the tech can now do anything a human can. More specifically, that AI is ‘intelligent’ enough to meet and exceed the capabilities of specialists. It is not.
AI tools are trained on dated data sets and absorb their inherent biases, dated facts, fudged truths and flaws. They remix and regurgitate this information with no ability to tailor it to specific clients or to plan contingencies.
At Liston Newton, we deliver what our clients deserve: specific, personalised and agile financial strategies. We’ll admit to using AI as a tool, but it is still no match for the human intellect.
