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Superannuation and SMSF Advice

Self-managed Superannuation Funds (SMSF) provide a tax effective retirement savings vehicle that can enable business owners and individuals to make the most of a raft of investment, asset acquisition and income generating opportunities.

However, there are also complexities and obligations that SMSF trustees must be aware of, and meet. We provide specialist knowledge, advice, education, and administrative services, which includes:

  • Calculating contributions
  • Tax advice and compliance management
  • Preparing annual financial statements for fund and member reports
  • Preparing income tax returns
  • SuperStream advice

How we can help you

At EnVision Partners, we have licensed advisors who can assist you to maximise the benefits of superannuation. Whether it be making or withdrawing contributions, determining if a SMSF is right for you, or managing your SMSF, our advisors can assist you.

Angela Marsden

Book a free consultation with Angela Marsden

B.Bus (Acc); CPA; Dip. FP; Xero Certified
Sheerie Gray
Business Advisory ConsultanT

Book a free consultation with Sheerie Gray

B.Com (Acc & IT); CPA; Dip. FP; JP (Qual); Xero certified

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your GPS Wealth Ltd (GPS) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither GPS nor its related entities, employees or agents shall be liable on any grounds whatsoever with respect to decisions or actions taken because of you acting upon such information.

Angela Marsden (No. 001 270 929) and Sheerie Gray (No. 001 265 327) are Authorised Representatives of Bursull Pty ltd T/As EnVision Partners a Corporate Authorised Representative (CAR No. 1257659) of GPS Wealth Ltd, ABN 17005482726, an Australian Financial Service Licence holder (AFSL 254 544).

GPS Wealth Ltd (GPS) ABN 17 005 482 726 is the holder of an Australian Financial Services Licence (No. 254 544) under which GPS is authorised to carry on a financial services business, which includes the provision of financial product advice, dealing in financial products and the provision of credit assistance services.

Licensee contact details
Website: https://gpswealth.com.au/ 
Email: [email protected]
Phone: (02) 8074 8599
Office: Level 7, 115 Pitt Street, Sydney 2000
Complaints: https://www.gpswealth.com.au/complaints/