Unit 7/12 Belgravia Terrace, Rockingham, WA 6168

| SELF MANAGED SUPER FUND

| SMSF Accounting Services

Self-Managed Super Funds are great for those wishing to have greater flexibility, investment choice, and control over their superannuation. SMSFs provide members with benefits that are not available with other super funds.

Our accounting services include:

  • Establishing a SMSF
  • SMSF administration
  • SMSF borrowing
  • Purchasing a property through your fund
  • Binding death benefit nominations
  • Transfer Balance Reporting
  • Pension Commencement
  • Completion of Auditor with External Auditor
  • Liaising with SMSF Auditor
  • Actuary Certificates

| The Right Place

Heaney Business Group understand that managing your own superannuation is a big responsibility and that SMSF rules are complicated.

We can help you to stay on top of your compliance obligations, remain up-to-date with industry insights and provide tax strategies to maximise your nest egg at a reasonable price.

Looking to setup a Self-Managed Superannuation Fund? You have come to the right place.

Since the 01/07/2016 Accountants need to be licenced in order to give advice to setup an SMSF. Both Gemma Heaney BCom CPA STS and Nicole Jarrett BAcc CA STS of our firm are licensed and are authorised representatives of the SMSF Advisors Network.

In order to have an SMSF setup a Statement of Advice first needs to be written to show an SMSF is in your best interests. If you would like to explore if an SMSF is right for you please book a meeting with us.

Heaney Business Group Pty Ltd is a Corporate Authorised Representative (ASIC no. 1250502) of SMSF Advisors Network Pty Ltd. AFSL no. 430062. ABN 64155907681.

Gemma Heaney is an Authorised Representative (ASIC no. 1250503) of SMSF Advisors Network Pty Ltd. AFSL no. 430062. ABN 64155907681.

Nicole Jarrett is an Authorised Representative (ASIC no. 001271240) of SMSF Advisors Network Pty Ltd. AFSL no. 430062. ABN 64155907681.

| Why Choose Us?

Smart Tools & Tech

You’ll have access to the best tools and technology to assist us to plan, monitor and accomplish your business goals.

Success Roadmap

Your success doesn’t happen by accident, we plan it with you, then help you make it happen.

No Fee Surprises

Our fees can be agreed and fixed up front before we start work, so there’s no surprises.

Always Accessible

If on an annual package, you will have a minimum of 2 points of contact including a partner and manager. We also won’t charge for phone calls & incidental meetings.

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