When it comes to strategic guidance, our SMSF team can help you with investment strategy planning and implementation, financial modelling and advice on contribution strategies, estate planning and much more.
And if you also require profit and loss account preparation, member statements and balance sheets, audit reports or annual return preparation, our compliance team can take care of everything on your behalf.
"Our family have been Liston Newton Advisory clients for a very long time. Their professionalism is outstanding — and having just retired, their advice and assistance in setting up our SMSF has been invaluable. We have complete trust and confidence in their service and would recommend them highly."
We have worked with Liston Newton's Accountants and Advisory Team for over a decade. During that time, our business has grown substantially both organically and through purchases. This wouldn’t have been possible without Liston Newton Advisory to assist with our business planning, providing proactive advice and ensuring our accounts were always compliant in a complex and volatile industry.
Liston Newton's Accountants analysed our financial and business situation and helped us implement strategies to improve our position. Their strategies turned our business from making a loss, to recording a 6-month net profit of 36 per cent. And we are now on track to show a 240 per cent increase in turnover over the next financial year.
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.
You're in safe hands with Liston Newton Advisory. You can see our achievements for yourself.
Our SMSF accounting services give you complete peace of mind.
A list of 7 proven SMSF strategies to maximise the value of your retirement fund.
Read our guide to understanding if a self-managed superannuation fund is a suitable structure for your retirement.