Superannuation Support
Superannuation Support Pty Ltd has been established to provide a range of self-managed superannuation services and assistance to accountants and financial planners. Superannuation Support Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd exclusively for providing Superannuation and SMSF advice. We do not provide financial planning advice. Our range of services includes the following:
- SMSF Fund Establishment and Deed Variations
- Discretionary, Unit and Hybrid Trust Establishment
- Company Formations
- Account Based, Allocated and Term Allocated Pension Establishment
- Eligible Termination Payment Documentation
- Superannuation Compliance and Audit (Contract and Joint Venture)
- SMSF Technical Advice and Statements of Advice
- Training and SMSF Workshops
- Joint Ventures
Superannuation Support Pty Ltd was established by Jake Spakman, an accountant and specialist SMSF adviser with over 25 years industry experience including the establishment of an SMSF divisions in a major Accounting Firm and assisting in the establishment of a substantial specialist SMSF Business.
Our Philosophy
Most of the work completed by us for SMSF trustees is prepared on behalf of an accounting or financial planning practice. Our policy is to have no contact with your clients unless you require us to have that contact. In most cases, particularly where we are working for accounting practices, the trustees of the SMSFs will not be aware that we are completing the work.
Although the basic premise of our business is an outsourcing arrangement, it is hoped that our service will be perceived as something more than this. We would like to develop a relationship with each firm equivalent to that of a superannuation expert within a large firm. The only difference is that we service a multitude of firms rather than a single large one.
Corporate Facts
- Company Name: Superannuation Support Pty Ltd
- ACN 117 284 436
- AFS Corporate Authorised Representative No 299886 for Lonsdale Financial Group Ltd
- Lonsdale Financial Group Ltd holds AFS Licence No 246934
- Registered Office: Ground Floor, Suite 4, 24 Albert Road SOUTH MELBOURNE VIC 3205