Grow your nest egg

Self Managed Superannuation Funds

Deciding to manage your own superannuation is a big task, but at Lead Advisory Group we can provide peace of mind by taking care of all of the complexity surrounding SMSFs. There are many benefits, including flexibility, control, and estate planning.

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Taking care of your financial future for peace of mind

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Help with every stage of your fund

Ongoing portfolio management

Peace of mind through compliance

Help with your self managed superannuation fund

Based in Bendigo, we provide an extensive range of self managed super fund services, using the leading SMSF software provider Class Super. This enables us to provide highly efficient, dependable and professional work for you every time. Lead Advisory Group will assist with every stage of your SMSFs development, from start to finish.

SMSF establishment

We'll help you get started with your self managed super fund, and will organise all of the key details for you:

  • Trust deed and product disclosure statement
  • Registration for ABN, TFN, GST
  • Establishment of company to act as corporate trustee (where applicable)
  • Beneficiary nominations
  • Provision of membership applications and notice to become a regulated SMSF
  • Assistance with rollovers from other superannuation funds

Portfolio management

Once your fund is established our SMSF managers will take care of the ongoing management and administration of your portfolio, including:

  • Cash and term deposits
  • Direct shares
  • Managed funds, held directly or through an investment platform
  • Direct commercial or residential property
  • Collectibles
  • Foreign equities
  • Provision and review of asset strategies

Audit and compliance

Our SMSF audit procedures meet industry best practice and we will oversee the provision, appointment and completion of an independent audit for each SMSF. Compliance is an ATO requirement, and we will take care of all annual financial statements, annual member statements and the preparation and lodgement of returns.

Additional services

We don't only take care of self managed superannuation funds, we also offer a number of other services including tax planning, access to FundWeb, trust deed variations, trustee appointment/removal, actuarial certificates and existing fund takeovers. Lead Advisory Group is based in Bendigo, and we welcome queries from the local community about our accounting, business management and taxation services.

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Don't hesitate to reach out when you're ready to start the conversation; our financial planners, accountants and administrators are waiting and ready to help grow and protect your future. The next move is yours...

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