Meet Your SMSF Advisor
Get to know New Wave’s SMSF Advisors
At New Wave Accountants, our approach as SMSF advisors is rooted in understanding and catering to the individual financial goals of our clients. By prioritising a strategic and personalised approach to super funds, we help clients effectively manage Self Managed Superannuation Funds to align with long-term retirement plans.
What sets our team apart
New Wave isn’t your typical dinosaur accounting firm. Our approach as SMSF advisors is built on a comprehensive knowledge of superannuation laws and investment strategies. We help make sure your SMSF is both compliant with regulatory requirements and tailored to meet your specific retirement needs.
- We offer transparent & fixed-fee pricing packages
- We’re approachable and make it easy to get started members of the SMSF
- We’re fanatical client communicators and chat without the jargon
- We’re results & outcomes-focused
- We’re a multi-disciplinary firm (we’re a one-stop shop for all your SMSF and accounting needs)
Our goal is to provide you with peace of mind and confidence in the performance of your SMSF. We can help every step of the way. From SMSF setup to management as your SMSF accountants, or with SMSF tax returns and advisory services to help as your fund matures. Contact us online to schedule a chat about your self-managed super fund today.
Why We’re the SMSF Specialist Advisors Australians Trust
At New Wave Accountants, our expertise in Self-Managed Super Funds (SMSF) is built on a foundation of providing clear, expert guidance in superannuation. Our focus has always been to simplify the complexities of SMSFs, making them an accessible and effective tool for retirement planning for a wide range of clients.
Unique approaches to each client’s financial goals
Understanding the importance of individual financial circumstances, our approach is tailored to each client. We take the time to understand your specific financial goals and retirement plans. This allows us to offer SMSF advice and solutions that are not only in compliance with superannuation laws but are also strategically aligned with your retirement objectives.
Advice built on up-to-date regulations and developments
Our commitment to our clients involves staying current with the latest superannuation regulations and industry developments. This ensures that the SMSF strategies we provide are not only compliant but also take advantage of the most recent insights and opportunities in superannuation planning.
Transparent, open communication
At New Wave, we prioritise making the management of your SMSF a transparent and manageable process. Our team is focused on providing you with the support and information needed to make confident decisions about your superannuation, now and in the future.
Services From Our SMSF Advisers
SMSF setup and structuring
Our services begin with the setup and structuring of your SMSF. This includes establishing the fund, creating a trust deed, and ensuring all legal and regulatory requirements are met. Our team provides expert guidance on the best structure for your SMSF to meet your specific financial objectives.
Strategic planning and managementÂ
Our SMSF accountants offer customised strategic planning services for your SMSF. This encompasses developing a long-term financial strategy that aligns with your retirement goals, risk tolerance, and investment preferences. Our management services ensure your SMSF remains responsive and adaptable to changes in both your circumstances and the broader financial environment.
Compliance and regulatory guidanceÂ
As part of our SMSF advising, we keep you informed and compliant with all the superannuation laws and regulations. Our team ensures your fund meets all necessary compliance obligations, reducing your risk and simplifying the management of your SMSF.
Investment strategy and advice
We provide comprehensive advice on investment strategies for your SMSF. This includes identifying investment opportunities, portfolio diversification, and risk management to optimise the performance of your superannuation investments. Our advice is always specific to your financial situation and goals.
Why Choose Us?
Personalised service and client-centric approachÂ
At New Wave Accountants, our services are deeply rooted in understanding and catering to the individual needs of our clients. We believe in building a personal relationship with each client, ensuring that our services are aligned with their unique financial objectives.
Expertise and experience in SMSF management
Our team brings a wealth of expertise and experience in SMSF management. This expertise allows us to provide high-quality advice and innovative solutions that are tailored to the complex needs of SMSF management.
Proactive and innovative strategiesÂ
We stay ahead of industry trends and legislative changes with our proactive approach to SMSF management. This means we continuously develop updated strategies to ensure your SMSF is both compliant and optimally positioned for growth and stability.
Get in Touch
If you’re considering the benefits of a Self-Managed Super Fund or looking to improve your current SMSF strategy, contact our team at New Wave Accountants. Our SMSF advisers are ready to guide and support you so that you can make informed decisions about your superannuation.
Starting your journey with us is straightforward. You can reach out online to schedule an initial consultation. During this meeting, we will discuss your financial goals, understand your current superannuation status, and explore how an SMSF can be beneficial for you. From there, we can get things started and get everything underway. Ongoing, we’re fanatical about communication – we’ll keep you updated on every new opportunity to ensure your SMSF is performing as well as it can.
Don’t hesitate to take control of your financial future. Contact New Wave’s SMSF advisers today to begin your SMSF journey. We are here to provide you with expert advice, tailored solutions, and continuous support.
Frequently asked questions
They provide expert guidance on setting up, managing, and complying with the legal and strategic obligations of a Self-Managed Super Fund.
It’s not mandatory, but strongly recommended—especially if you’re new to SMSFs or managing significant assets. Advisors help minimise compliance risks.
An SMSF specialist advisor should be ASIC-licensed and RG 146-compliant, with expertise in superannuation law, tax, and financial planning.
Yes. We help create tailored investment strategies to meet long-term retirement goals while remaining ATO-compliant.
Absolutely. Our services integrate both SMSF accounting and financial advice under one roof for a seamless client experience.
