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After many years working in the SMSF Industry, the founders of Best Practice SMSF Matt Heighway and Julie Taylor, saw a need to assist Trustees and those about to set up a Self-Managed Super Fund, better understand the processes that scaffold the management of an SMSF. By this they mean:
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Understanding how superannuation drives your retirement outcomes
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Understanding what is required of you as Trustee of an SMSF
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Knowing what processes and steps are involved when setting up, managing and winding up your SMSF.
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Knowing enough about SMSF's to ensure that service providers deliver the value you deserve
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Being able to recognise what a 'Best Practice' SMSF service looks like
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Realising that small changes today could mean a better retirement in the future
At Best Practice SMSF we have gathered together our SMSF expertise to provide Australians with practical tools and resources so they have better visibility of what happens with their superannuation from one year to the next and are able to make informed decisions and take action that will maximise this very important retirement vehicle.
Over 40 years of SMSF experience
Matt and Julie have over 40 years experience working directly and indirectly with Australians and their superannuation across all aspects of the SMSF industry including:
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Accounting
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SMSF Administration
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SMSF Auditing
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Actuarial Services
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SMSF Software
When it comes to helping Australians better engage with their superannuation, Best Practice SMSF knows exactly what the Trustee needs to know to keep their service providers accountable and fairly nurturing their superannuation.
Lifetime SMSF is our retail SMSF Accounting brand helping many Australians manage their SMSFs. This brand also works with Accountants that don't offer their own SMSF services.
Keep It Simple Super is our Wholesale SMSF Business who has for more than 15 years helped Accountants and Financial Advisers manage their SMSF Clients
Our chosen lawyer for many years, David Fullerton assists our clients with their SMSF documentation and related matters to help them avoid unwanted outcomes.
Our Partners
Our Founders
Matt Heighway CPA
