Superannuation Services

Self Managed Super Funds (SMSF)

Going down the Self Managed Superannuation Fund route?

Running your own SMSF is a very powerful retirement planning option that allows you greater flexibility and control over savings and investments.

Benefits of an SMSF

✓ Implementation of effective tax management strategies

✓ Control in investing your super balance

✓ Flexibility in planning and management

✓ Include up to four fund members, increasing investable savings and reduced fees

✓ Lower fees compared to industry and commercial funds

✓ Control and flexibility in estate planning

For personalised financial advice and superannuation services, Kristallis accounting work alongside John Gregoire of Abacus Wealth Solutions within our Leichhardt office.

John and his team will ensure your policies and investments are reviewed regularly to ensure your strategies remain appropriate as you transition throughout the various stages of your financial life.

Abacus Wealth Solutions and its advisors are Authorised Representatives of RI Advice Group Pty Ltd, ABN 23 001 774 125 AFSL 238429.

What do you get with a Kristallis package?

Fixed fee packaging for businesses

Setup and initial structuring advice

Annual reporting and tax compliance

Retirement planning

Life insurance

Financial planning

Investment advice

Fixed Fee Packages for SMSF

SMSF Compliance Package

  • Assignment of a Kristallis accountant dedicated to your SMSF

  • Financial Reports

  • Income Tax Return

  • Investment Register

  • Telephone discussions throughout the year

  • Meeting with Andrew Kristallis to review and sign the financial reports and income tax return

  • Audit of Financial Reports

  • Audit Contravention Reporting

SMSF Growth Package

  • Assignment of a Kristallis accountant dedicated to your SMSF

  • Financial Reports

  • Income Tax Return

  • Investment Register

  • Telephone discussions throughout the year

  • Meeting with Andrew Kristallis to review and sign the financial reports and income tax return

  • Audit of Financial Reports

  • Audit Contravention Reporting

  • Draft management accounts and tax planning meeting with Andrew Kristallis

  • Assignment of a dedicated financial planner

  • Periodic Investment Reports

  • Periodic meetings with your dedicated financial planner to analyse investment reports and assist with growth strategies