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(07) 5504 1999
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(07) 5504 1999

Our SMSF Process

Setting up and managing a Self Managed Super Fund can seem complex, but with the right guidance the process can be straightforward and structured. At New Wave SMSF, we follow a clear step-by-step approach designed to help you establish, manage, and grow your SMSF with confidence.

From the initial consultation through to ongoing compliance and financial planning, our team works closely with you to ensure your fund is set up correctly and aligned with your long-term retirement goals.

Below is the process we follow to help our clients take control of their super and build a stronger financial future.

Our 5-Step SMSF Process

Setting up an SMSF involves several important steps. Our team guides you through each stage to ensure the process is smooth, compliant, and aligned with your financial goals.

Step 1 — Discovery

At our firm, we understand that everyone is unique, with their own set of challenges, goals, and requirements. That’s why our initial meeting with new clients is all about discovering as much as we can about your business, your financial situation, and your objectives.

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During this discovery phase, we take the time to get to know you on a deeper level. We will ask you questions about your business/personal financial positions, financial performance, and future plans. We will also discuss any concerns or challenges that you may be facing.

We believe that this initial discovery process is critical to establishing a strong foundation for a successful partnership. By understanding your financial position, we are better equipped to develop tailored strategies and solutions that meet your unique needs and goals.

Our goal is to gain a complete understanding of your business and financial situation so that we can provide you with the best possible advice and guidance.

Overall, our focus on discovery sets us apart from other firms. We believe that by taking the time to truly understand our clients’ businesses, we can help them achieve long-term success and growth.

Step 2 — Research

When it comes to providing financial advice for your SMSF, we take a comprehensive approach to ensure we provide the best possible recommendations.

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Our team of experienced SMSF accountants and financial planners will meticulously review your financial information, including your superannuation fund’s balance sheet, income statement, and cash flow statement. We also take into consideration your investment goals, risk tolerance, and current economic conditions to provide tailored advice for your unique situation.

Our review process is thorough and ensures that we have a deep understanding of your financial situation before we provide any recommendations. We will work closely with you to identify any potential areas for improvement or growth, as well as any risks or challenges that need to be addressed.

Our goal is to provide you with sound advice that helps you achieve your financial objectives and sets you on a path to long-term success.

Step 3 — Proposal

After completing a thorough review of your SMSF requirements, we will provide you with a detailed proposal that outlines our recommended strategies and solutions to help you achieve your financial goals.

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Our proposal will be tailored specifically to your unique needs and will be designed to help you maximize your returns while minimizing risks.

We believe in transparency and will explain our recommendations in simple, easy-to-understand terms, without any confusing jargon or technical language. Our team will take the time to answer any questions you may have and ensure that you fully understand the options available to you.

Our proposal will also outline the costs associated with our services, including any upfront fees and ongoing expenses. We are committed to being transparent with our pricing and ensuring that you fully understand the costs of our services.

At this stage, you will have the opportunity to review our proposal and provide any feedback or ask any additional questions you may have. We want you to feel confident in our recommendations and will work with you to address any concerns or questions you may have before moving forward.

Step 4 — Implementation

After our team has thoroughly reviewed and analyzed your SMSF situation, we move into the implementation stage. This is where we put the tailored financial strategies into action. We work closely with you to ensure a seamless and stress-free implementation process.

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Our team handles all the necessary paperwork and documentation, making sure that everything is in compliance with SMSF regulations. We communicate with you every step of the way to ensure that you are fully informed about the process and any developments.

We also offer ongoing support to ensure that your SMSF stays on track and aligned with your goals. Our team regularly monitors your account and provides timely updates and recommendations to ensure optimal performance.

At every stage of the process, our focus is on achieving the best results for you and your SMSF. Our team is dedicated to ensuring that you have a successful and stress-free experience with our all-in-one SMSF service.

Step 5 — Compliance & Review

At our SMSF accounting and financial planning firm, we understand that ongoing compliance and maintenance are crucial to the success of your self-managed superannuation fund. That’s why we offer an all-in-one service that includes regular reviews and maintenance of your SMSF.

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Our team of experienced accountants and financial planners will work with you to ensure that your SMSF remains compliant with all the latest regulations and rules. We’ll take care of all the paperwork, including tax returns and audits, to ensure that your SMSF remains compliant and up to date.

We’ll also provide you with regular reports and reviews to keep you informed about the performance of your SMSF. Our goal is to ensure that your SMSF continues to meet your financial goals and objectives over the long term.

Our ongoing compliance, maintenance and review service includes regular reviews of your investment strategy, asset allocation, and risk management. We’ll work with you to identify any potential risks and opportunities, and make recommendations to help you achieve your financial goals.

At our SMSF accounting and financial planning firm, we believe that ongoing communication and collaboration are key to the success of your SMSF. That’s why we’ll work closely with you to ensure that you have a clear understanding of your SMSF and how it is performing. 

Contact us today to learn more about our ongoing compliance, maintenance and review service for SMSFs.