SMSF Assure

Contact Details

303 Coronation Dr, Milton QLD 4064, Australia
1800 550 135
(07) 3366 1891
Website

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Opening Times

Tuesday 8:30AM–5PM
Wednesday 8:30AM–5PM
Thursday 8:30AM–5PM
Friday 8:30AM–5PM
Saturday Closed
Sunday Closed
Monday 8:30AM–5PM

Discover What Makes Our Self-managed Super Fund Service Unique.

DON’T TRUST YOUR SMSF ADMINISTRATION TO JUST ANYONE.

Don’t trust your SMSF administration to just anyone. When you choose SMSF Assure, you can be confident you are dealing with leading specialists who have achieved proven results for hundreds of other clients.

Before making any decisions talk to the team at SMSF Assure and discover what makes our Self-Managed Super Fund service unique.

About

The right team makes all the difference!

When it comes to helping you achieve the retirement lifestyle you want – experience counts. One of the most important things that separate SMSF Assure from other firms is the expertise, skill and enthusiasm of the high-calibre professionals who work here. We’d like you to meet the people who enable us to offer unparalleled strategic, technical and customer service.

Our Parent Company

SMSF Assure’s parent accounting practice is Charter Partners. Founded in 1932, Charter Partners are Accounting, Taxation, Superannuation, Retirement Planning & Business Development specialists who deliver excellence in professional advice and technical skills. For more information about Charter Partners and its services, please visit www.charterpartners.com.au

Anthony McPhee Principal

B. Bus (Accy), QUT | FCPA, SSA (SMSF Specialist Advisor with the SMSF Association) & Registered Tax Agent

Anthony started his career in 1993 and eagerly welcomes a challenge and his passion falls towards small business accounting, consulting and management. He provides real business benefits for each of his clients and is well regarded for his succinct and accurate accounting skills.

Alongside giving sound advice on business acquisitions, valuations and tax planning, Anthony is also involved in property development. He project managed the construction and development of the Bourbong Medical Centre in Bundaberg. A great asset to the community of Bundaberg, the medical centre is first rate and boasts a striking design.

Anthony is a highly esteemed and active member of his community who is constantly striving to improve the businesses of his clients.

Every SMSF must have an independent advisor to help add value to the fund. Only SMSF Specialist Advisors TM have been accredited by undertaking a program comprising of examinations and an assessment of professional history, experience and ongoing professional development.Now and into the future, through the assistance of a SSA Specialist Advisor, those Australians who choose the control and flexibility of managing their own superannuation can do so with increasing confidence.You can be confident that a professional who displays the SSA Accreditation has proven competency, independence, SMSF experience and knowledge.

To find out more about the SMSF Association, please go to https://www.smsfassociation.com/

Inga Jarick Principal

B.Comm (Acc & Fin) with Distinction | CPA

As the Practice Superannuation Manager, Inga leads a small but dedicated team. The breadth of experience and knowledge gained in a 20-year career working in a variety of finance roles, the last thirteen in superannuation with SMSF Assure, has allowed Inga to bring a new dimension to the practice. Raised on a cattle and sugar cane property, she is only too familiar with the challenges and issues of rural life and business, making her an asset in our business.

Lynne Blake Practice & Compliance Manager

An eye for detail, a diverse knowledge base plus 20 years experience in the accounting profession (17 of these years at SMSF Assure) have made Lynne a formidable asset to the SMSF Assure team. Her quality control efforts and high standards ensure that any work leaving the office is always the best it can be – this is what makes her the quality champion within the firm. Lynne’s dedication to providing clients with a compliance service that is second-to-none shines through in her consistent, thorough and efficient approach.

Linda Richards Client Manager

B. Bus (Acc)

Linda graduated from the University of Southern Queensland in 1998 with a Bachelor of Business. She has 14 years superannuation experience, which makes her well placed to understand clients’ requirements. Linda enjoys the personal interaction with clients and strives to provide them with reliable, quality service and foster enduring and productive relationships.

More Info

Eetter Advice, Better Business, Better Results-

SMSF Assure are leading specialists in the SMSF field. We have a dedicated super team that have a high level of technical expertise who are up to date with the latest legislative changes and superannuation strategies.
– One-off competitive fee which includes all required documentation for the establishment of your new Self Managed Superannuation Fund (SMSF).
– Once you have provided us with all the required information, we guarantee a swift and efficient set up of your new SMSF.
– All deeds are compliant with the most current legislation and changes.
– No restrictions on how or where you invest your money.
– Friendly and professional staff that will correspond with you in easy-to-understand terms.
– Discussions with you in relation to your obligations, rules of the SMSF and your responsibilities as trustees going forward.
– Assistance with any questions you may have during the set up process.
– Guaranteed qualified advisers with the SMSF Association.
– We are a CPA practice and are governed by the CPA professional body.
– We are able to refer you to our financial services partners, Elston, who are a leading Financial Planning firm.
– SMSF Assure is owned and operated by professional qualified accountants.

SMSF Assure in Milton, Brisbane, QLD is listed under Accountants with expertise in Business Tax Setup, Tax Audits & Investigations, Capital Gains Tax.

Other services by SMSF Assure are GST / BAS Returns, Retirement Planning, PAYG Tax Returns, Tax Planning, Payroll Services, Forensic Accounting, Bookkeeping.

Call SMSF Assure to make an appointment or to ask any questions about our services.

Services

  • Assurance
  • Tax Services
  • Bankruptcy
  • Capital Gains
  • Annual Returns
  • Tax Planning
  • Consulting
  • PAYG
  • Forecasting
  • Retirement Planning
  • Mergers
  • Tax Returns
  • BAS Lodgement Service
  • Payroll
  • Debt Consolidation
  • Valuations
  • Business Start Up
  • Business Recovery
  • GST Services
  • Acquisitions
  • Bookkeeping
  • Audits

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