Moneta Super - SMSF Administration Specialist

www.monetasuper.com.au

Moneta Super provides high-level SMSF administration services that are proactive, comprehensive and complete. It seeks to provide value by alerting trustees to strategies and structures that are often overlooked yet potentially provide significant value. Moneta or its predecessors have been providing these services for more than 20 years to hundreds of customers, so it has a wealth of knowledge and experience to ensure trustees receive services effectively, honestly, efficiently and fairly. SMSF administration is complex and will become more so because of changes in legislation and increased scrutiny from the regulator, the Australian Tax Office. It is becoming beyond the reach of the enthusiastic trustee having difficulty finding the time and energy to keep up with changes. Moneta’s comprehensive and proactive approach to service relieves the trustee of all administration including dealing with correspondence, corporate actions, tax and statutory returns, availability for advice and so on. Trustees are then able to use the time released for other purposes such as building their businesses, careers or enjoying their retirement. Our staff and owners have extensive qualifications and experience as accountants, financial planners and in business to ensure services are competently delivered. However, as Moneta is an administration service only, it cannot provide advice on suitability of a SMSF or recommendations on strategies or specific investments. We believe that SMSF trustees could benefit from a collaborative approach with other SMSF specialist professionals and we are seeking to enhance our service through this method. See more at www.monetasuper.com.au/professional-partner We are located in Camberwell (Vic) but our clients are spread throughout Australia. We are very keen to work with like-minded professionals so please call Russell on 0417389483 or Ken 0419363701 for a preliminary no obligation chat. Learn more about Moneta super at www.monetasuper.com.au

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Moneta Super provides high-level SMSF administration services that are proactive, comprehensive and complete. It seeks to provide value by alerting trustees to strategies and structures that are often overlooked yet potentially provide significant value. Moneta or its predecessors have been providing these services for more than 20 years to hundreds of customers, so it has a wealth of knowledge and experience to ensure trustees receive services effectively, honestly, efficiently and fairly. SMSF administration is complex and will become more so because of changes in legislation and increased scrutiny from the regulator, the Australian Tax Office. It is becoming beyond the reach of the enthusiastic trustee having difficulty finding the time and energy to keep up with changes. Moneta’s comprehensive and proactive approach to service relieves the trustee of all administration including dealing with correspondence, corporate actions, tax and statutory returns, availability for advice and so on. Trustees are then able to use the time released for other purposes such as building their businesses, careers or enjoying their retirement. Our staff and owners have extensive qualifications and experience as accountants, financial planners and in business to ensure services are competently delivered. However, as Moneta is an administration service only, it cannot provide advice on suitability of a SMSF or recommendations on strategies or specific investments. We believe that SMSF trustees could benefit from a collaborative approach with other SMSF specialist professionals and we are seeking to enhance our service through this method. See more at www.monetasuper.com.au/professional-partner We are located in Camberwell (Vic) but our clients are spread throughout Australia. We are very keen to work with like-minded professionals so please call Russell on 0417389483 or Ken 0419363701 for a preliminary no obligation chat. Learn more about Moneta super at www.monetasuper.com.au

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Country

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City (Headquarters)

Camberwell

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Employees

1-10

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Founded

2010

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Potential Decision Makers

  • Co - Owner - Marketing , Business Technology

    Email ****** @****.com
    Phone (***) ****-****
  • Director

    Email ****** @****.com
    Phone (***) ****-****
  • Manager - Smsf Specialist Services

    Email ****** @****.com
    Phone (***) ****-****

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