Strategic Super

Strategic Super What do we do? We partner with you as your expert business advisor and accountant. We are invested in seeing yours goals being achieved.

Our Super Specialists take care of many Australian families and individuals ensuring the structuring, compliance and administration of their self-managed super funds are done right – providing peace of mind and confidence. Our purpose is to support and provide practical advice to grow your business and personal wealth. Our approach to you is holistic, we don't just focus on tax and reporting to th

e government. While we are very good at tax and reporting, our main focus and where we spend our time and expertise is growing your business and personal wealth. Some things we are really good at and why this is useful to your business

We are business owners just like you, and just like you we have the same challenges in business and wealth creation. Here are some services that we offer that will assist you with your financial goals;

Key Performance Indicators (KPI's) - We monitor this live, and report to you when we are alerted to changes that could be affecting your business. It is very important KPI's are monitored, not only to indicate negative outcomes, but to indicate positive changes so these can be repeated. Knowing what happens in your business can be all the difference for stability and positive growth. Budgets - Budgets are fundamental to the successful and smooth running of a business. With a successful and accountable budget in place you will see a better cash flow throughout your business and personal life, allowing less stress and more success. Goals & Planning - Without goals and planning a business is unlikely to succeed. We will work on goals and business planning with you, then work with you to ensure implementation of these goals and insuring the plan is followed. Tax & Compliance - This is an important area that needs to be managed correctly. Our team will insure that your compliance headaches are no more and your tax position is optimised. Structuring - Appropriate structuring can be the biggest advantage to paying less tax overall and building future wealth. This can also be the difference between keeping your personal house in the unlikely event of a bad business deal. Expert advice in this area is paramount for the future of your business.

SMSF Accounting & Personal Tax Update -
25/06/2025

SMSF Accounting & Personal Tax Update -

As I write this, I’m taking a rare opportunity to recharge with my family while exploring the beautiful Torres Strait. It’s a moment to slow down and reflect on the year that has passed (though my mind still occasionally wanders to contribution caps and audit deadlines!).

29/05/2025

Staying updated with ATO changes is crucial for every SMSF trustee. 📢 The regulatory landscape for super can evolve.

The ATO periodically updates its focus areas for SMSFs. Recently, attention has often been on issues like related party transactions, asset valuations, and ensuring compliance with the investment strategy. Keeping informed helps you proactively manage your fund's compliance.

How do you stay on top of changes in superannuation and tax law?



General information only. Not financial advice. Strategic Super provides specialised SMSF accounting, admin & tax services. Consult a professional for advice tailored to your situation.

25/05/2025

Are you making the most of your super contribution caps before the financial year ends? 🗓️ Strategic timing can make a difference!

Understanding concessional (before-tax) and non-concessional (after-tax) contribution caps, and strategies like catch-up contributions or bring-forward rules (if eligible), can help you build your retirement savings more effectively and potentially manage your tax position. Planning ahead is key. (General information only).

Is end-of-financial-year tax and super planning on your agenda?



General information only. Not financial advice. Strategic Super provides specialised SMSF accounting, admin & tax services. Consult a professional for advice tailored to your situation.

22/05/2025

Is your SMSF in accumulation or pension phase? 🔄 The tax implications are quite different!

Generally, an SMSF in the accumulation phase pays tax on its earnings at 15%. However, once a member enters the pension phase and meets conditions of release, the earnings supporting that pension are often tax-free. Understanding these distinctions is vital for effective retirement planning.

Navigating SMSF tax can be intricate, but knowing how your fund's phase impacts its tax obligations is a fundamental piece of the puzzle.

What aspect of SMSF taxation would you like us to break down in a future post?



General information only. Not financial advice. Strategic Super provides specialised SMSF accounting, admin & tax services. Consult a professional for advice tailored to your situation.

20/05/2025

Can your SMSF invest in anything? Not quite! 💰 Understanding SMSF investment rules is key to staying compliant.

A core principle for SMSF investments is the 'sole purpose test'. This means any investment must be for the sole purpose of providing retirement benefits to members (or their dependents if a member dies). This impacts what you can buy and how you use fund assets. For example, personal use of an SMSF asset is a major red flag for the ATO.

Have you ever found an SMSF investment rule particularly confusing? Share your thoughts! (General discussion only, not advice seeking).



General information only. Not financial advice. Strategic Super provides specialised SMSF accounting, admin & tax services. Consult a professional for advice tailored to your situation.

19/05/2025

Thinking about taking control of your super with an SMSF? 🧐 It's a big decision with many benefits, but also key responsibilities.

As an SMSF trustee, you're in the driver's seat – from investment choices to compliance. This includes tasks like annual reporting, ensuring all actions meet super laws, and acting in the best interests of all members. Understanding these duties from the outset is crucial for a smoothly run fund.

The world of SMSFs can seem complex, but breaking down your responsibilities is the first step towards confident management.

What's the one thing about being an SMSF trustee you'd like to understand better?



General information only. Not financial advice. Strategic Super provides specialised SMSF accounting, admin & tax services. Consult a professional for advice tailored to your situation.

Address

Southport, QLD

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+611300783823

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