ACCELER SERVICES

SMSF Services

Acceler Advisory provides expert SMSF services, offering control, flexibility, and optimised retirement savings. We work with your financial advisor to ensure your SMSF aligns with your goals, stays compliant, and is structured for growth and protection.

Our SMSF services include:

SMSF Establishment & Structuring

In collaboration with your financial or wealth advisor, we guide you through setting up and structuring your SMSF to meet your unique financial needs and retirement objectives.

Investment Strategy Development

Developing robust investment strategies, working alongside your financial or wealth advisor to ensure they match your risk profile, investment preferences and retirement goals.

Borrowing to Purchase Property

Structuring your SMSF to enable borrowing for property investment and liaising with external parties to facilitate smooth and compliant transactions.

Ongoing Compliance & Administration

Managing the compliance and administrative requirements of your SMSF, including annual financial statements, tax returns, audits, and ATO reporting.

SMSF Tax Planning

Helping you minimise tax liabilities within your SMSF, including guidance on contributions, pension strategies, and investment structuring.

Pension & Retirement Planning

Guiding you on transitioning your SMSF to the pension phase to maximise your retirement income, minimise tax, and ensure alignment with the retirement strategy recommended by your financial or wealth advisor.

Please note that our SMSF services are provided only when an SMSF has been recommended by your financial or wealth advisor.

Talk to Acceler Advisory to understand how we can help you optimise your tax position and reach your goals faster.

Other Services