Self Managed Superannuation Funds
Our highly skilled team of SMSF specialists work with financial planners, solicitors and trustees to help you establish and smoothly run an SMSF, placing you in control of you super.
Self-Managed Superannuation Funds are one of the fastest growing areas in Australia’s superannuation industry. However, they come with many complexities, including regulations and legislation, many of which change on a regular basis. For this reason, many people shy away from SMSFs, despite realising they can gain greater control over the investment of their superannuation.
Our SMSF team of experts take a holistic approach to SMSFs, taking account of business strategy, tax planning and your retirement needs. Their in-depth, up-to-date knowledge of SMSFs ensures the effective running of your SMSF and better outcomes in terms of your financial and retirement planning.
SMSF services include:
- SMSF set-up, including preparation of Statement of Advice
- Superannuation Planning and Advice
- SMSF Audit
- Tax Returns
- End of Year financial statements
YBM Super Advice Pty Ltd, ABN 57 613 761 327, is a Corporate Authorised Representative Number 1247149 of Merit Wealth Pty Ltd, ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
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Merit Wealth Pty Ltd | GPO BOX 4463, Sydney NSW 2001 | Level 7, 115 Pitt St Sydney NSW 2000 | Ph: 1300 785 611 | Email: contact@meritwealth.com.au
Authorised Representative disclosure statement.
- Cally Woodhouse (ASIC No.1247658) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361 – View FSG
- Christine Whybrow (ASIC No.1247155) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361 – View FSG
Company Mission
YBM makes a difference to the lives of its clients and staff, providing opportunities for growth and an environment that fosters collaboration, problem solving and working towards goals.
Our Vision
Trusted Company
Certified Team
Our qualified Accountants, licenced Financial Planners, experienced Business Advisers and certified Bookkeepers employ a team approach to meet all client needs.