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

Increase in SMSF Membership
Increase in SMSF Membership
20/07/2021 | Allan Hall
From 1 July 2021, self-managed super funds (SMSF) and small APRA funds (SAFs) will be able to have up to six members. It is important to seek professional advice and check State or Territory law restrictions before registering or expanding your fund.
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2021/22 Pension Payments
2021/22 Pension Payments
20/07/2021 | Allan Hall
If you are receiving a pension from your SMSF your minimum annual pension payment for 2021/22 will be re-calculated upon finalisation of the 2020/21 financial accounts and you will be notified of the relevant amount to withdraw before 30 June 2022. A temporary reduction of 50% of the minimum pension drawdown applies for the 2021/22 financial year due to the Covid-19 pandemic.
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2021/22 Contribution Limits
2021/22 Contribution Limits
20/07/2021 | Allan Hall
Concessional contributions are before-tax contributions that include both employer contributions and personal contributions for which a person may be eligible to claim a tax deduction in their personal income tax return. The concessional contribution limit is $27,500 for 2021/22.
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