With our oldest SMSF client relationship beginning in 1980, and they're still with us today, we currently have more 270 SMSFs under our advice.
Uniquely in the industry, we're able to offer both tax accounting and investment advice for SMSF — which enables you to benefit from wide-ranging expert services in one place.
We'll first meet for a no-obligation chat, to work out if we are right for you and vice versa. Following that, we can provide strategic advice on everything from how to set up an SMSF and rollover your existing super, to the type of contributions you should make, insurance and estate planning, and much more.
"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 SMSF advisory services give you complete peace of mind.
Expert SMSF advisory services for business growth and wealth creation.
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.