SMSF Accountants Newcastle

What is a Self-Managed Super Fund?

The difference between a Self-Managed Super Fund (SMSF) and other types of superannuation funds is that the members of an SMSF are usually also the trustees. This means the members of the SMSF (you) run it for their own benefit (yours!) and are responsible for complying with the super and tax laws (that’s where we help).

This is a complex, regularly changing area requiring a lot of expertise. We would love to help you understand how to get the best out of your self-managed super fund.

The Garis Group
SMSF Planning - SMSF Set Up

Benefits of Self-Managed Super Funds

Having the right accountant means that all boxes will be ticked in terms of the management and compliance of your SMSF fund.

Some of the other benefits you will enjoy by switching to an SMSF include:

  • Greater flexibility with tax requirements, including capital gains, franking credits and taxable income
  • Lower fees the higher your balance gets
  • More flexibility with death benefits (that public funds do not provide)
  • Protection of assets from risks, including bankruptcy

Make your super hassle-free; create a beautiful financial future.

Why Hire An SMSF Accountant?

There are many layers to a self managed super fund, including your investment strategies, compliance with the ATO, record keeping, auditing and more. It is no easy task for any busy individual, no matter how strong their knowledge of superannuation and the ATO may be.

With an SMSF accountant at your side, you will have a specialised personal guide that can manage all aspects of your SMSF and help you achieve your personal goals whilst remaining totally compliant. They will help you diversify into multiple investment opportunities, including property investment into residential and commercial property, term deposits and more.

There will be no fear of auditing either, as your expert personal SMSF accountant will ensure that your fund accounts are prepared correctly, including the valuation of assets, so that your account and annual tax return is not only compliant but prepared to deliver the best possible results.

SMSF Questions we Love to answer

Create Your Life Plan

Achieving ULTIMATE financial freedom is our key performance indicator (KPI) for our clients. Helping you to understand what your ‘freedom gap’ is, through our unique Life Plan process may change the course of your life!


Invest in Suitable Property

Did you know you can purchase property with your super fund? With an SMSF you can own residential or commercial property, which can be a wise investment. Not only that, recent changes in legislation now allow your super fund to borrow money for real estate investment, whether that’s in Newcastle, the Hunter Valley, Sydney or further afield. There are significant legal requirements for borrowing within a super fund, so talk to us about how to do this.


Implement Your Wealth Growth Strategy

A superannuation investment strategy is both a legal requirement, and a great way to ensure your best possible financial future. Having an SMSF gives you control over where and how you invest for your future, and we want to help you get it right.


Administration and Audit Included

Any superannuation fund comes with a large amount of paperwork and due diligence required. We at The Garis Group are SMSF specialists, providing a comprehensive SMSF accounting, administration and investment service.

Frequently Asked Questions

Access our Self Managed Superannuation Fund Guide

Or call us on:   02 4969 4699

Or call us on:

02 4969 4699

With you for the long haul

Some of our clients have been with us for over 30 years and we’ve helped them navigate the ups and downs. Nothing brings us more satisfaction than seeing our clients with a smile on their face.

By your side

We know that your circumstances will change over time – and we want to be there to help you! We have tailored our services for individuals so that they suit you at every stage of your life.

Always personal

The best way to offer you the most appropriate services is by getting to know you and your financial situation in detail. The more we learn about you and the longer we are together, the better our service will be for you.

Jim Garis | Consulting Accountant

BCom – University of Newcastle
Associated Member Chartered Accountants

“After 40 years as a financial advisor I have come to understand what keeps our clients awake at night from a financial perspective. We care about our clients and we want to help them create a beautiful financial future. This is who we are, and what we do.”

We are not the traditional accounting business, we reach beyond just doing your tax. We can look at all the areas of your financial life to create and sustain wealth.

Jim’s areas of expertise are Self-Managed Super Fund advice & strategy for individuals, as well as effective growth and strategic planning for you and your business.

Something you may not know about Jim – “I’m a keen Rugby enthusiast, and I played against the All Blacks back in 1974.”

Call Now 02 4969 4699