About Moneta Super

Moneta Super is a SMSF specialist services business. We are boutique offering personalised service tailored to each member’s needs.

  • We are Proactive
  • We are SMSF Specialists
  • We handle your Administration
  • We are available anytime of the year not just “Tax Return Time”

Moneta Super was established in 2010 following the amalgamation of several administration businesses. Our collective experience is more than 20 years.  Over the years we have served hundreds of clients with their Self Managed Superannuation Fund needs.

We have a range of clients with their own tailored SMSF funds. We have assisted clients take control of their financial future with our specialised services.

We help organise all the activities associated with managing your SMSF such as Establishment, Auditing, Accounting, Tax and so on.

SMSF Accounts Currently Under Management

Years of Experience in Managing SMSF

Our Services

SMSF Setup and Administration

SMSF Taxation and Accounting Services

SMSF Compliance

Superannuation Consolidation

SMSF Advice

Mail House Service

What’s really involved in running a SMSF?

  • Decide on fund members and trustees;
  • Establish the trust and trust deed;
  • Set up a bank account,
  • Register with the ATO;
  • Create your Investment strategy;
  • Documenting and maintaining records for up to 10 years;
  • Organising employer contributions;
  • Accepting contributions within legal limits;
  • Regularly reviewing the investment strategy;
  • Appoint a registered Self Managed Super Fund auditor;
  • more ….

 

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Whatever your SMSF needs are, we’re here to help you.
Get Advice from a fully qualified specialised professional.

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CPA Australia - SMSF Accounting
SMSF Professionals Association of Australia