Self-Managed Super Fund

RA Advisory Business Accountants

Kumari
11:21 09 Jun 21
Robin and his team offer a value added service where every interaction and meeting seems to only improve things. They take on the various challenges we have and ameliorate our financial situation and spend however long it takes to make sure we understand what actually is happening. If you are looking for an accounting firm that wants to work together with your business, listens to your concerns and develop tailored solutions - then you won't regret engaging RA Advisory.
Kirsten Louise
22:58 09 Jun 21
I really appreciated Robin's warm and professional manner, as well as his patience in answering our tax and accounting questions. Robin and his team are also prompt in their replies to emails
roshan shetty
08:48 30 Aug 20
Having known Robin personally before availing his accounting services, I was fully aware what I was getting into. Seriously, he thinks in numbers and is the one of the most organized and meticulous person that I know. Guess that's an occupational hazard however that did give me a preview of what sort of accounting experience I was signing up for.This was the first time, I considered doing my taxes with the help of professional. If you are someone, who's got only one source of income and not many ongoing investments other than a savings account then you are better off doing it yourself. (This is the exact advice I got from RA advisory before they agreed to help me with my taxes). However, having gone through them, I can see the difference a professional service makes. If you are after an accountant, you won't go wrong in choosing them. Affordable fees, detailed advice and fast returns.
Vivek A
02:29 22 Sep 20
I was referred to RA Advisory by two of my friends, and I have known Robin personally before my interactions with him as a potential accountant.Robin is methodical, very detail oriented, and gives sound advice without the "marketing speeches" commonly seen from many other accountants. He advised me that forming a company was a great idea for my situation along with clear reasons and has helped me form this company and manage the book keeping and accounting. I found him to be very knowledgeable in all aspects of personal and company tax and would highly recommend RA Advisory and his team as accountants for both personal and business situations.If you want a clear cut and to the point accounting practice, this is the place to go to.
Roy Hanford
08:32 21 Aug 20
Robin and the team at RA Advisory are professional, hold you to account but most importantly authentic. They’re passionate about helping you whether, it be personal or business related financial matters, and put in the extra leg work every time. I recommend RA to anyone who ever asks ‘Do I Know a good accountant?’ My reply is always, ‘No I don’t, I know a GREAT accountant.’
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Home » Self-Managed Super Fund

If you are looking to have a Self-Managed Super Fund (SMSF), we can help you. Even though the name suggests it is “self-managed”, an SMSF actually requires skilled advice and administrative assistance to make sure that the SMSF is set up and administered correctly. From our experience, some trustees find this stressful. Our SMSF service can help you design your own SMSF, tailor investments to meet your specific needs, and provide administration, accounting, taxation and audit services for your fund. We also provide quality technical advice to ensure all members achieve the maximum benefit from their SMSF.

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Making running your SMSF easier:

RA Advisory can provide you with cost-effective advice and administration related to your SMSF.

  • Fund and corporate trustee establishment
  • Variation of existing SMSF trust deeds
  • Pension establishment
  • Lump sum payments
  • End-of-year accounting and financial reporting
  • Income tax services
  • Business activity statements and GST services
  • Internal and external audit services
  • Limited recourse borrowing arrangements
  • Estate planning
  • Salary sacrifice arrangements
  • Plus more!

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If you have any types of query or anything that you are confused in, please feel free to book a consultation.

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What is a Self Managed Super Fund?

To put it simply, a Self-Managed Super Fund, often referred to as an “SMSF”, is a superannuation option that allows you to control your own super investments. With an SMSF, you manage the fund and decide how to invest.

It gives you a wider choice of investments than in retail or industry superannuation fund options. Depending on your fund size and investments, the fees are generally lower. The flexible nature of SMSF’s allows you to benefit from the significant tax advantages that superannuation provides.

Financial Service Provide By

RA Advisory Pty Ltd

Phone: (03) 9813 0883
Email: info@raadvisory.com.au

35 Cotham Road
KEW VIC 3101

RA Advisory Pty Ltd is a Corporate Authorised
Representative No. 1269797 of Merit Wealth Pty Ltd
ABN 89 125 557 002, Australian Financial Services
License Number 409361

Robin Aggarwal is an Authorised Representative
No. 1269796 of Merit Wealth Pty Ltd ABN 89 125 557 002,
Australian Financial Services Licence Number 409361

View the current Financial Services Guide

FSG PART 1
FSG PART 2

On Behalf Of

Merit Wealth Pty Ltd

Australian Financial Services Licensee
ASIC Licence Number 409 361
ABN 89 125 557 002

Phone: 1300 785 611
Fax: 02 8916 4261
Email: contact@meritwealth.com.au
https://www.meritwealth.com.au/

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