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If you're opting for a self-managed super fund, you need an advisory team who can help you choose the right strategies and advice, as well as review and implement your investment to make sure it's performing well.
Get a free 90-minute video consultation. See how it works.
We've been giving business owners advice on managing their SMSFs for over 25 years. We can help you maximise your investments.
We can not only set up your SMSF, but we also help you with ongoing advice to ensure it performs well.
Our SMSF accountants work hard to understand your unique priorities, helping you make the best plan for your future.
We constantly strive for a better way of doing things, embracing new developments to bring you industry-leading technology and software.
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.
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.
Our approach to SMSF accounting services is to deliver all the strategic thinking and day-to-day support to ensure you get unrivalled value from having your SMSF set up and maintained with Liston Newton Advisory.
We've developed a unique methodology for accounting services that helps you achieve your objectives. By considering both your short and long-term goals, we aim to always give you the best advice and services.
Learn more about our methodology
You're in safe hands with Liston Newton Advisory. You can see our achievements for yourself.
We restructured Papermill Media and moved them to cloud accounting. Papermill was listed at number 43 in the Australian Financial Review's Fast 100 List in 2017.
Take a lookWe have helped Cambridge Plumbing to manage and forecast cash flow. We've also provided the director with advice on wealth creation and asset allocation.
Take a lookAfter helping them transition to Xero, we conducted quarterly business coaching with Quality Energy and helped increase their profits by 90 per cent.
Take a lookWe built Safe T Pro a financial model to give them a clearer insight into their business performance, enabling them to scale without putting too much pressure on cashflow.
Take a lookSince engaging Liston Newton’s services, Kate Nixon has seen a 12x increase in revenue and has effectively scaled her business in a tax-effective way.
Take a lookWith Liston Newton’s help, Claudia Martin was able to sell her business tax-free, gain clarity in her retirement planning, and make smart investment decisions.
Take a lookAfter 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.
Take a lookSee how Willow Urban Retreat owner Jeremy gained clarity over his business performance and reduced time-consuming tasks with help from the Liston Newton team.
Take a lookAlison Bartlett worked with Liston Newton’s lending team to help secure her dream holiday home on the Mornington Peninsula. We stepped Alison through multiple repayment scenarios and servicing calculations to determine how much she could responsibly spend on a new holiday home. Alison now treats her family to regular holiday getaways.
Take a lookOur SMSF accounting services give you complete peace of mind.
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 a 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 a SMSF can currently have is four. Recently there were attempts 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 rollover 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 a SMSF with someone else, your balances are pooled into the 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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