Establishment

How Hood Sweeney can make you master of your own destiny.

Hood Sweeney is your one-stop self-managed super shop with integrated SMSF services. Our self-managed superannuation accounting team handles the establishment, taxation and compliance, while strategic financial advice is delivered by our Financial Planners through Hood Sweeney Securities Pty Ltd (Australian Financial Services Licence No. 220897).

With Hood Sweeney, the first thing to know is that ‘self-managed’ doesn’t mean you have to run it all by yourself. Our dedicated SMSF team will be beside you every step of the journey.

For instance, we closely monitor the regulators and we’ll swiftly alert you of any rule changes, so you can respond accordingly and, where possible, benefit as soon as possible.

For your absolute peace of mind, we also insist that your SMSF is independently audited, ensuring that your fund is always compliant with the relevant laws and regulations.

And all along the way, we’ll deliver quality advice to make sure your SMSF provides a flexible and tax-efficient retirement and estate-planning structure, suited to your specific requirements and personal financial goals.

Six steps away

 

SMSF Six Steps

You can read more information about the six steps in the self-managed super fund brochure below:

Hood Sweeney SMSF Brochure Page 1   

Hood Sweeney Self-Managed Super Fund Brochure 

The bottom line

From all of this, it would be easy to think that an SMSF is just too hard.  And it could be, if you take the ‘self-managed’ part of the name totally to heart.

But with the help of our dedicated SMSF Team at Hood Sweeney, you'll have the best of both worlds: you'll retain total control over your financial destiny without becoming a slave to running it.  Contact our SMSF Team on 1300 764 200 or email.

 

The information on this webpage contains general advice and is provided by Hood Sweeney Pty Ltd AFSL No. 485569 (Hood Sweeney Accounting & Business Advisory). You can contact us on: T 1300 764 200, F (08) 8232 1968, E info@hoodsweeney.com.au, Address: 11-16 South Terrace Adelaide SA 5000, Postal address: PO Box 10516 Adelaide BC SA 5000. That advice has been prepared without taking your personal objectives, financial situation or needs into account. Before acting on this general advice, you should consider the appropriateness of it having regard to your personal objectives, financial situation and needs. You should obtain and read the Product Disclosure Statement (PDS) before making any decision to acquire any financial product referred to on this webpage. Hood Sweeney does not receive any remuneration or commissions for providing the general advice set out on this webpage. Hood Sweeney (including any of its related body corporates) does not have any associations or relationships with the issuers of any of the financial products discussed on this webpage.