- SMSF Setup
- Assets
- Running
- SMSF Statistics from ATO
- Bank Accounts
- Macquarie Cash Management Account (CMA)
- Macquarie Online Trading
- Add a new Member to the SMSF
- Becoming an SMSF Trustee
- Preservation Age
- Accounting
- Expenses in an SMSF
- Insurance
- Estate Planning
- Winding up an SMSF
- Transfer Benefits in Superannuation
- Actuarial Certificate SMSF
- SuperContributions Tax Increase on High Income
- Corporate Trustee Address Change
- Splitting with your Spouse
- Year end Requirements
- Packages for SimpleFund 360
- Contributions
- Pensions
- SMSF Audit
- About Us
- Resources
Superannuation Warehouse is an accounting firm. Therefore, we do not provide any forms of financial advice to our clients.
Since July 2013, an Australian Financial Services License (AFSL) is needed for businesses to provide financial advice to clients. As Superannuation Warehouse does not operate under an AFSL, we do not provide any forms of advice to our clients. Trustees need to be aware of their own financial needs and situation when setting up and operating their Funds.
Types of Advice
The two main types of advice SMSF’s Trustees may be after are:
General advice refers to advice that is provided to the client without taking into account of the client’s personal financial situation, needs or investment goals
Specific advice or personal advice is advice provided to clients taking into account of the client’s personal financial situations, such as income and investment risk profile.
At Superannuation Warehouse, we do not provide either form of advice noted above. We only provide clients with factual information on setting up, operating and taxation of an SMSF.
Trustees are required to manage their own Funds, including making their own investment decisions.
Traditional Financial Advice
Financial Advice is provided by a Financial Advisor or Planners. The Financial Planners then charge a fee, either as an upfront payment and/or ongoing fees and commissions. For more information on traditional financial advice, please click on the button below:
Robo Advice
Robo Advice is financial advice conducted by clients online with minimal or no human intervention. Clients are required to answer a series of questions via the robo advice software. The Robo Advice software then generates the optimum investment portfolio matching the client’s investment risk profile, determined by the answers provided by the clients. For more information on robo advice, please click on the button below:
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Your Peace of Mind
Superannuation Warehouse is based in Melbourne and have clients throughout Australia. We deliver our SMSF administration services in an efficient and paperless way. This efficient service means a competitive fee to you. Our low ongoing fees will enable you to take control of your Super.
General Advice
Superannuation Warehouse is an accounting firm and do not provide financial advice. All information provided has been prepared without taking into account any of the Trustees’ objectives, financial situation or needs. Because of that, Trustees are advised to consider their own circumstances before engaging our services.
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