Self-Managed Super Funds
THE SBA ADVANTAGE
Whether you’re an individual or sole trader, SBA will understand your needs and provide advice that may maximise your return. With ever changing tax regulations, SBA will tell you what is needed to complete your tax return, discuss what can be claimed and will lodge an accurate, timely tax return every time. After all, poor advice and guidance can cost thousands in fines, penalties and over-payments so it’s important to make sure your tax return is correct.
SMSFs are one of Australia’s fastest growing sectors. However, whilst having an SMSF may offer a greater level of flexibility and control (when compared to a traditional superannuation fund), members of an SMSF must understand all responsibilities regarding regulatory, legal and tax compliance before operating and managing an SMSF. Therefore getting the correct information from SBA, as well as independent legal advice, is vital.
The benefits of having an SMSF depend largely on your investment strategy. Publications may suggest increased investment options, potential tax efficiencies, better control of investment choices and complete visibility of savings. However, each member of an SMSF should be kept up-to-date with regulatory requirements involving retirement saving and estate planning; after all, an SMSF is not for everyone.
As well as having independent external auditors to provide regulatory support, SBA also has a global wealth management team that provide direct one-to-one investment advice. With this scale of support, SBA can establish and manage an SMSF as well as prepare financial statements, complete annual audits and managing all communications with government and organisations.
SBA’s duties of responsibility and care will ensure that all clients are kept up-to-date with changing financial and economic environments, investment and taxation rules and legislation.
Book your meeting now and get the SBA Service Advantage.
Don't take our word for it
What Our Clients Say About Us
Lee was quick to act and was very professional when negotiating the Debtor Finance Facility for my business. The facility provided immediate working capital and will continue to help the business going forward - Thank you!
Elisabeth HuckerbyDirector of – Recruitment Co, Sydney
SBA has been working with Mr. Switch since 2009 and has demonstrated that when it comes to Payroll, Taxation and Accounting, the SBA Team is the ‘go-to’ team. SBA provides vital support to Mr. Switch, especially with Payroll Services. And, as the business expands inter-state, we will continue to use SBA for all our business planning, accounting and taxation requirements. Recently Lee assisted the Company to secure new finance facilities; saving the company and the Directors a considerable amount of interest per year. We are delighted with the service from SBA.
Anthony BedrosianMr. Switch – www.mrswitch.com.au
Sam has been assisting me and my company since it began; his advice and guidance has been invaluable. To any SME, having the security of advice and onhand assistance is vital. Without SBA, I would not have been able to achieve all that I have in such a relatively short space of time. I am extremely grateful for the team at SBA. On a personal note, Sam has been kind and generous with his time and provided invaluable guidance and advice to help me over the last 5 years.
Lisa KennedyLike IT Recruitment – www.likeit.com.au
I’ve known Sam for 14 years and cannot think of anyone else I would trust to assist me and the Accounting and Taxation requirements for the company. Sam and his team have always been professional. They are flexible and helpful with all aspects of my business and recently, have been able to secure funding via Government Grant assistance whilst making the entire process ‘pain-free’. If anyone is thinking of changing their Accountants or Tax Agent, and want the benefit of a range of additional services, use SBA – as simple as that!
Brian CarpenterHelcon – www.helcon.com.au
My experience with SBA has been exceptional – I'm always left impressed after each interaction with the SBA team – regardless of who you speak to, everyone goes above and beyond to ensure your queries are addressed. I have found the team at SBA to not only be professional and knowledgeable, but also extremely helpful, friendly and responsive. I would not hesitate to recommend their services to any other business or friend in need of a real accounting & business consulting partner.
Fatima SaidE-Wave – www.madebyewave.com
I consider the team at SBA as much friends as well as professional advisors. They have helped me and my business in so many ways; I doubt any other provider could have assisted like SBA did. After going through all my financial records, they discovered errors which resulted in a saving of several thousand dollars. Very, very grateful.
Lena ArchdjianSydneywide Commercial Cleaning – www.sydneywideclean.com.au
SBA has been a great help to my wife and I and to the entire Ozlocks operation. The business has grown from strength to strength with constant accounting and taxation assistance from SBA. We are very happy with the SBA service advantage; fast, reliable and effective.
Ohanes (John) OhanessianOz Locks – www.ozlocks.com.au
SBA is a comprehensive and proactive financial advisor, always working to better my position with the right advise and their prompt attention. I would always recommend SBA to my colleagues and business associates. Finally I find that all the team members at SBA are extremely helpful and friendly.
Mark MinaSenses Direct – www.sensesdirect.com.au
I approached SBA as a recommendation from another business owner. SBA has been my Accountant and Tax advisor now for 10 years. The SBA team is consistently professional and dynamic and provides all the assistance that I need on a day-to-day basis, to run a large retail operation. SBA has been supportive to my team and has helped me position the business that now incorporates four stores across two-states; Digidirect has a long-term expansion plan and is confident that this can be achieved with the support and assistance of SBA. In particular, Sam’s knowledge regarding taxation and accounting is a ‘must-have’ for any business owner; especially when considering expansion and growth. Lee has also been instrumental in securing finance facilities and providing ongoing business strategy and support.
Shant KradjianDigidirect – www.digidirect.com.au
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