Self managed super funds

Award winning SMSF services

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.

Liston Newton Advisory is rated 4.8 from 32 reviews

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Get award-winning SMSF advice

Ifa holistic adviser of the year awardSMSF multi service firm of the year awardSMSF customer service firm of the year award

SMSF services

It's time to get ahead. Contact us for premium SMSF services.
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Expert SMSF services

A wealth of experience

We've been giving business owners advice on managing their SMSFs for over 25 years. We can help you maximise your investments.

Full range of services

We can not only set up your SMSF, but we also help you with ongoing advice to ensure it performs well.

Long-term partnerships

Our SMSF accountants work hard to understand your unique priorities, helping you make the best plan for your future.

Leading innovation

We constantly strive for a better way of doing things, embracing new developments to bring you industry-leading technology and software.

Work with us with confidence and support. We're a Xero Gold partner.

Our approach to Self Managed Super Funds

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.

  • Financial statements
  • SMSF set up
  • SMSF advice
  • SMSF compliance
  • Investment analysis

Meet our SMSF team

"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."
Julie and Ron Overall
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.
Karsten Horne
CEO, Reho Travel
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.
Lisa Clarke
SL Constructions
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

Our method for SMSF accounting services

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

SMSF advice you can trust

You're in safe hands with Liston Newton Advisory. You can see our achievements for yourself.

Our case studies

Choose an award winning SMSF advisory team

Our SMSF accounting services give you complete peace of mind.

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Frequently asked questions

What is a Self-Managed Super Fund (SMSF)?

SMSFs are like any other super fund, in that they are a tax structure to help you save for retirement. They're also governed by the same laws as industry and retail super funds. However, they differ from retail and industry super funds in that they are run by you, for the benefit of you. This ensures greater flexibility in how the fund is run and what you invest in.

How much money do I need to start a SMSF?

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.

How many members can a SMSF have?

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.

Can my employer contribute to my SMSF?

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 I start a SMSF with my partner, are our balances combined?

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.

Related SMSF resources