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Setting up and managing a self-managed super fund (SMSF) requires the right structure, the right advice, and a long-term view. At Liston Newton, we help South Melbourne clients use SMSFs as a smart, flexible tool for retirement and wealth planning with expert advice tailored to their goals.
Unlike many public offer superannuation funds, SMSFs offer direct control and broader investment opportunities. But they also come with more responsibility. We guide you through your obligations as a trustee, help you stay compliant with evolving legislation, and provide strategic insight to ensure your fund supports both your lifestyle and legacy.
If you’re considering setting up an SMSF — or want to improve how yours is managed — drop by our offices on Palmerston Crescent for a free consultation.
Monday to Friday
8am to 5pm
On-street parking on Palmerston Crescent
Setting up and managing a self-managed super fund (SMSF) requires the right structure, the right advice, and a long-term view. At Liston Newton, we help South Melbourne clients use SMSFs as a smart, flexible tool for retirement and wealth planning with expert advice tailored to their goals.
Unlike many public offer superannuation funds, SMSFs offer direct control and broader investment opportunities. But they also come with more responsibility. We guide you through your obligations as a trustee, help you stay compliant with evolving legislation, and provide strategic insight to ensure your fund supports both your lifestyle and legacy.
If you’re considering setting up an SMSF — or want to improve how yours is managed — drop by our offices on Palmerston Crescent for a free consultation.
Monday to Friday
8am to 5pm
On-street parking on Palmerston Crescent
We provide comprehensive SMSF support, from initial setup and structuring to ongoing compliance, reporting and strategic investment advice. Whether you're looking to take control of your super, restructure your fund, or plan for succession, our local SMSF accountants deliver expert insight tailored to your financial goals.
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 local SMSF advisors combine deep technical expertise with a clear understanding of your personal and financial goals. We’ve supported hundreds of clients across South Melbourne to create more control, flexibility and tax-effective outcomes through the right SMSF structures.
We stay across every detail, from evolving super legislation to auditing, trust deeds, and succession planning, so you don’t have to. Whether you’re setting up a fund or reviewing your current structure, we deliver advice that’s both strategic and practical.
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.
Liston Newton is an award-winning SMSF advisory firm and a trusted name across South Melbourne. We hold appropriate licenses, meet rigorous compliance standards, and are recognised for our expertise in complex superannuation and tax matters.
Australia’s most experienced and professional accountants — with industry leading qualifications and accreditations to show for it. Learn more from a specialised business accountant.
We’ve spent over 40 years helping South Melbourne clients build wealth, protect assets and retire with confidence.
We take the time to understand what matters to you, and we stick around to help make it happen.
Whether your needs are personal or business-focused, we adapt our advice to match your journey.
We help you streamline reporting, compliance and insights using platforms like Xero and Class Super.
When you manage your own super, the stakes are high. You need advice you can trust, systems that don’t fail, and a team that understands what’s at risk and what’s possible.
At Liston Newton, we take that responsibility seriously. Our SMSF service is built on rigour, detail and clarity because your financial future deserves nothing less.
From day one, we focus on providing a service that’s accountable, proactive and always tailored to your goals.
The first phase is all about establishing the fundamentals of your business and creating a strong foundation to build from. You also need to establish your long-term goals so you have a clear idea of what you're working towards.
The second phase is about gaining a deeper understanding of your business; how to make it more efficient and experience sustainable growth. This is where you transition from working in your business to working on your business.
The final phase is when all your hard work really starts to pay off. This is when you start using your profits to build your personal worth to a point that give you financial freedom—the freedom to work only if you want to.
After 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.
We believe that strong businesses and strong communities go hand in hand. That’s why our South Melbourne team is committed to giving back, not just with donations, but with our time, expertise and support for causes that matter locally.
We focus on initiatives that promote health, education, and opportunity. It’s our way of staying connected to the people and organisations shaping South Melbourne’s future.
High-income earners in South Melbourne (particularly professionals and business owners) are often drawn to SMSFs for their control and tax effectiveness. But before establishing a fund, it’s important to weigh the administrative responsibilities against the potential benefits.
An SMSF may allow you to tailor your investment strategy and optimise contributions, but it also comes with ATO reporting obligations and trustee duties that require time and expertise.
Many South Melbourne clients use SMSFs to gain more control over their retirement savings — especially those interested in property, direct shares, or ethical investments. But managing these assets compliantly requires technical knowledge.
SMSF accountants provide guidance on how to structure your investments, meet the sole purpose test, and avoid in-house asset breaches — all while aligning with your broader wealth goals.
Families in South Melbourne often use SMSFs not just to fund retirement, but also to support intergenerational wealth planning. SMSFs can be structured to hold assets (like inner-suburb investment properties or business interests) with a long-term view.
A well-managed fund can support estate planning needs by allowing you to control asset transfers, nominate dependants, and minimise tax liabilities.
Without the right guidance, it’s easy to fall foul of SMSF rules, especially if you’re trying to manage everything yourself. We frequently help South Melbourne clients correct issues that could have been avoided with early professional support.
Working with Liston Newton’s SMSF accountants helps trustees stay ahead of these risks.
With so many moving parts (from tax obligations to investment strategy), managing your own super can feel overwhelming. That’s why South Melbourne professionals turn to SMSF specialists who can simplify the process.
Our team ensures your fund stays compliant, your strategy remains tax-effective, and your retirement goals are always front of mind.
South Melbourne clients receive end-to-end support to structure their fund correctly, meet ATO obligations, and choose investments that suit their goals.
We’ll also connect you with a South Melbourne tax accountant to ensure your setup is tax-effective from day one.
An SMSF is one piece of your broader financial puzzle, especially for South Melbourne clients with complex assets or high incomes. It should be coordinated with your lending, insurance, estate, and investment strategies.
Our SMSF team works closely with financial advisors to ensure your fund supports (not competes with) your other financial goals.
Ongoing compliance and strategic oversight are key to running a successful SMSF. South Melbourne trustees often rely on ongoing support to stay compliant and responsive to market changes.
We offer a comprehensive service to keep your SMSF efficient, compliant, and aligned with your evolving needs.
‘Artificial intelligence’ seems poised to revolutionise how we live and work. Every day, AI tools find new ways to shock and awe us with their capabilities. But, as with the emergence of every epoch-defining technology, there is a strong stink of hype in the air. Businesses who do not understand the technology, including SMSF accountants, are quite ready to turn it into the very core of their business. Not us.
Liston Newton believes in using technology, including AI, to optimise and streamline our processes. But it is a tool to be used by experienced specialists, not a magic lamp with which to wish up quick-fix solutions. We will always offer you strategies conceived of, researched and approved by accredited specialist accountants.
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