Superannuation SMSF Advice: Your Guide to Financial Freedom

With over 40 years of combined experience, we simplify the complex world of SMSFs to help you grow your wealth with confidence.

Take Charge of Your Super. Get Clear Guidance. Your Future, Simplified.

At Eclipse Advisory Pty Ltd, we recognize the unique opportunities an SMSF offers, giving you the freedom to choose diverse investments like real estate that are often unavailable in traditional funds.

Our tailored advice and comprehensive support empower you to take control of your financial future.

Eclipse Advisory - Introduction to Superannuation

Expert Self Managed Super Fund Setup and Administration

The process of establishing an SMSF requires careful consideration and a clear understanding of your long-term goals. We guide you through the entire SMSF setup process, helping you choose the right trustee structure—whether individual or corporate—and preparing all necessary legal documents. Our goal is to ensure your fund is established correctly from the start, setting a solid foundation for your financial future. The proper SMSF setup is the first step toward achieving your retirement goals.

A Step-by-Step Guide to SMSF Setup

We handle all the necessary legal and administrative tasks to ensure you are ready to invest with confidence. This includes facilitating rollovers from other superannuation funds, setting up a specific bank account for fund transactions, and ensuring you are registered with the ATO and ready to meet all regulatory compliance.

Comprehensive SMSF Accounting and Auditing Services

Managing an SMSF comes with significant responsibilities, particularly regarding financial reporting and regulatory compliance. Our team of experienced professionals ensures your fund meets all its obligations.

Your Trusted SMSF Accountant and Auditor

Our dedicated SMSF accountant services ensure all your reporting, record-keeping, and compliance obligations are met, giving you absolute confidence. We work with you to maintain up-to-date records and prepare all required documentation, so you can rest assured that your fund is managed meticulously. As your trusted SMSF auditor, we also handle all necessary audit requirements to ensure compliance with the law. Having both a reliable SMSF accountant and SMSF auditor on your side gives you peace of mind.

Eclipse Advisory Licensed Financial Advisers

‘Can I Truly Manage My SMSF on My Own?’

Gain Expert SMSF Guidance with Eclipse Advisory

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Strategic Investment and Superannuation Advice

Creating an effective investment strategy is a key part of managing your SMSF. Our guidance helps you build a diversified portfolio that aligns with your retirement goals and risk profile. We provide support on a range of investment options, from property to other asset classes, ensuring you make informed decisions.

Maximizing Your Wealth with Tailored Superannuation Advice

Our in-depth knowledge of superannuation law and investment analysis ensures you receive strategic insights to maximize your wealth. We offer continuous guidance, helping you adapt your strategy to changing market conditions and legislative requirements, so your financial plan remains on track.

The Eclipse Advisory Process: Your Path to SMSF Success

Our structured approach ensures you receive meticulous care and expert guidance at every step of your SMSF journey. Our team will guide you from the initial consultation to ongoing monitoring, providing transparency and clarity.

Our Client-Centric Approach to SMSF Management

We begin with an Initial Consultation to understand your financial goals. During Fact Finding and Data Gathering, we use professional software like Padua to create a tailored financial plan. We then assist with Implementation, helping you transfer funds and set up accounts. Finally, we provide Monitoring and Review and ensure full Compliance and Documentation, offering you complete peace of mind.
Eclipse Advisory - Investment Options for SMSF

‘How can I Make the Most of My SMSF Investments?’

Craft Your SMSF Investment Strategy with Eclipse Advisory

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‘What Kind of Professional Support Do I Need for My SMSF?’

Your SMSF Success: Supported by Eclipse Advisory

Schedule a Free, No-Obligation 15 Minute Consultation

Superannuation & SMSF

FAQ

What is superannuation and how does it work?

What are the different types of superannuation funds available?

How much should I contribute to my superannuation each year?

What are the tax benefits of contributing to superannuation?

How can I choose the best superannuation fund for my needs?

What happens to my superannuation if I change jobs?

How can I consolidate multiple superannuation accounts?

What are the rules for accessing my superannuation?

Can I make additional contributions to my superannuation?

What are the fees associated with superannuation funds?