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Maximise your returns under the guidance of our Self-Managed Super Fund administrators and ease comfortably into retirement with goal-tailored and regularly updated strategies.
From setup and investment vetting to consolidations and ongoing fund management, your personal SMSF administrator will manage every step of the process with you — or for you.
Our specialist accountants will guarantee your super’s tax compliance, keeping your nest egg safe for till you’re ready for it.
We’ll locate and consolidate your known and lost super accounts into a single, high-performance fund.
We can help you set up a trust, develop investment strategies, organise insurance and arrange annual audits.
Your wealth is your fuel: it keeps your professional and personal goals running. While it’s often impossible to say one aspect of your finances matters more than any other, it’s arguably true for your super. We all strive to retire with total financial freedom — your super can give you that. But only if it’s managed well.
Liston Newton consistently wins a podium finish at Australia’s most prestigious financial awards. We’ve even brought home the gold as Victoria’s best SMSF providers.
We’ve earned the right to call ourselves leaders in the SMSF sector. Work with us, and we’ll ensure you have the wealth you need to run your retirement.
When it comes to strategic guidance, our SMSF providers can help you with investment strategy planning and implementation, financial modelling, advice on contribution strategies, estate planning and much more.
If you also require profit and loss account preparation, member statements and balance sheets, audit reports, or annual return preparation, our compliance team can handle everything on your behalf.
We are accredited members of Australia’s largest financial services networks. Judge us by the company we keep, and you’ll see you're in safe hands with Liston Newton Advisory.
To us, financial freedom means having total agency to pursue your personal and professional goals on your terms. A bit vague, sure, but it should be — you are the only one who can define what freedom means to you. Our job is to help you attain that level of agency. We’ve developed a methodology we call Get Set, Get Moving, Get Free, and it allows us to structure a client’s SMSF administration and overall wealth management to ensure they have the freedom they need when they need it. Here’s how it works:
We can’t imagine a drier sentence than “Would you like to read some financial advice brochures?” So believe us when we say we wouldn’t ask if we didn’t know it was worth your time.
Though they’re free, we haven’t held back on the details. Read these brochures at your leisure and they’ll give you a comprehensive overview of their topics.
If you’d like to ask questions, raise concerns and learn more, you know how to reach us.
See what our clients have to say about their experience working with the team at Liston Newton Advisory.
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While our brick-and-mortar offices are based in Victoria, New South Wales and Queensland, distance simply isn’t an issue with today’s technology. We provide SMSF administration services for clients anywhere in Australia. We’ll gladly travel to you for a handshake and a consult and then set up ongoing virtual reviews for your convenience.
SMSF stands for ‘Self-Managed Super Fund’. Every SMSF is regulated by the ATO (Australian Taxation Office) and can have as many as four members. An SMSF is a good idea if you want more flexibility in how your superannuation is invested. With the right help, they are easy to set up.
Whilst there is no law on the minimum amount of money needed to start an SMSF, the ASIC guidelines recommend $200,000 as a minimum. At Liston Newton, we believe this figure should be a minimum of $250,000 to justify a setup.
The maximum number of members an SMSF can currently have is four. Recently, attempts were made to change this to six, but so far, it remains at four.
Yes. Employees can instruct their employer on where they want their super to be paid. You can also roll over any old super fund balances to an SMSF. However, you need to be careful before doing so. We recommend getting qualified advice on your existing super fund, as it could have insurance or a defined benefit amount.
If you start an SMSF with someone else, your balances are pooled into one fund. However, this does not mean your amounts get mixed up. A set of accounts is prepared for each individual each year so that each member maintains their own balance throughout their life. As your fund grows, so does your balance.
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