Best practice superannuation advice and compliance to guide you to a healthy retirement

A well performing self-managed superannuation fund (SMSF) has the potential to be your most profitable and tax effective means to an outstanding retirement. However, just like an elite athlete needs an experienced coach, an SMSF needs the guidance of an expert SMSF mentor. This is where our Allan Hall Superannuation team can help.

For over 30 years Allan Hall has been providing quality superannuation advice on the Northern Beaches and wider Sydney and we currently manage around 500 SMSFs. We have invested heavily in training and technology to build a specialist superannuation team within our practice, armed with current knowledge and the latest systems to monitor your fund throughout the year.

Our trusted, independent specialist superannuation advisors have the expertise, qualifications and experience to coach you through making the right decisions and keeping you accountable so you can reach your retirement goals.

The self-managed super funds sector in Australia is increasingly complex, with ongoing changes to rules and regulations. In the current legislative environment of implementing the 2016 superannuation reforms, SMSF trustees must ensure they are getting assistance from advisors who are licensed and qualified to do so.

Allan Hall was one of the first mid-tier firms in Australia to obtain our own limited license, enabling our SMSF advisors to provide you with ongoing seamless service and professional, sound SMSF advice.

Allan Hall SMSF Advisory Pty Ltd, Australian Financial Services License 485203, ABN 71 608 966 276

Allan Hall SMSF Advisory Financial Services Guide

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Considering an SMSF?

You decide how you want to spend your retirement, so why not decide how you want to spend your retirement savings?

An SMSF puts you in the driver’s seat – you control your own investment decisions and can tailor your super to support your personal retirement goals. In turn, you are responsible for complying with super and tax laws, so the decisions you make must be considered very carefully.

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Our Superannuation Services

We have earned an outstanding reputation for supporting our superannuation clients with the advice and services they need to complement their chosen superannuation structures. Our superannuation services include:

  • superannuation advice and strategy implementation including establishment, contributions planning, investment structuring, pension planning and SMSF borrowing
  • superannuation accounting, administration and tax services
  • superannuation audit
  • Rectification of compliance issues
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Our Advice Process

Through our consultative approach and a comprehensive advice process, we are committed to ensuring that our SMSF clients are armed with the appropriate information to provide confidence to make the best investment and lifestyle decisions to reach their retirement goals.

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Our Superannuation team is waiting to help you.

+61 2 9981 2300

Learn more about our Superannuation team

Latest News

Important Year-End Super Considerations for 2023-24
Important Year-End Super Considerations for 2023-24
12/06/2024 | Allan Hall
As the end of the financial year approaches, it's crucial to ensure your superannuation is in order. Here are the key points you need to be aware of before 30 June.
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Illegal access to superannuation
Illegal access to superannuation
29/04/2024 | Allan Hall
The ATO's factsheet explains legal super access and warns against illegal access, including signs of promoters.
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Small Business Superannuation Clearing House Changes
Small Business Superannuation Clearing House Changes
10/04/2024 | Allan Hall
Given the proximity of the next SG contribution deadline on 28 April 2024, it is important to take action ahead of this date to prevent potential compliance issues.
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