- We offer tailored SMSF services for your needs
- We understand your SMSF Needs
- We look for long term client relationships
- Your SMSF is important to us
- We believe in honest and expert advice
- We offer cost effective services
- We know how to cater for changes
- We take responsibility
We have a range of clients with their own tailored SMSF funds. We have assisted them to 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 managing SMSF
CHRIS HEYWORTH, BA(Hons), DipFP, ACA
Director and Co-Owner
Chris practiced as a financial planner in Melbourne for over 30 years assisting his clients to achieve their lifetime financial dreams. Initially working in his own business Chris joined with two other financial planners to form the Pentad Group in Camberwell (Victoria). When the Pentad Group became part of The Investment Collective Chris joined the board as a Director and remains in that role.
Chris is particularly interested in researching strategies that incorporate a wide range of important life matters particularly those involving family and business succession planning. He now brings those skills to Moneta Super to show trustees how they, with their advisers, could use their SMSF to achieve greater benefits for themselves and their families.
Having qualified in the UK as an accountant (Institute of Chartered Accountants in England and Wales) Chris also held the designation of Certified Financial Planner. Earlier career experience includes mainstream accounting and audit roles with multi-national commercial enterprises in a variety of locations.
Director and Co-Owner
Russell Warmington, has extensive corporate knowledge having worked for 24 years at Hewlett Packard, both in Australia and the United States in various positions including Sales Management , Training and Development and Human Resources. On leaving Hewlett Packard Russell became a Financial Adviser, having a passion for helping people manage their wealth better. In 2001 he along with two other partners formed the Pentad Group, a Boutique Financial Planning firm based in Camberwell. Russell became Managing Director of Pentad in 2003, and continued in that position until the company was sold to Capricorn Investment Partners in 2013.
Moneta Super is now benefitting from Russell’s management and people skills. His most valuable contribution is to ensure Moneta Super continues to develop as an effective and solid business offering high levels of technical knowledge and service to its clients
Ken Maher MBus, BA(Admin), Grad Dip DP, Dip FP
After careers totalling more than 32 years in policing, military (RAAF) and senior local government Ken started in financial planning in 1996 as an adviser. After running his own business, he merged with the Pentad Group in Camberwell becoming a part owner of that business in 2005. Since ceasing client advising after more than 18 years when the Pentad Group was sold Ken provided services to various financial services businesses as an external contractor in compliance roles.
Ken’s tertiary education is broad covering management, public administration, change management, computing and financial planning. After ‘retiring’ he completed a Certificate IV in Training and Assessment. His work experience included law enforcement, unit personnel management (as it was called in those days), staff positions, project support, process re-engineering and implementation, publications management and logistics systems. As a financial planner Ken had a keen interest in family wealth management particularly in assisting wealth to pass between generations.
Ken brings skills developed from his experience and education to Moneta Super to assist in developing its services and promoting them to potential customers.
Monica Wang MPracAcc (Monash), BBus (RMIT), CPA
Manager – SMSF Specialist Services
Monica commenced her career as an external auditor in 2006 and has over 15 years experience in the accounting industry. Over the years that she worked in public practice, Monica has focused on becoming a specialist in superannuation areas and has found her passion there. Being a problem solver, Monica prides herself as a strong technical specialist in the superannuation area. She enjoys providing superannuation strategies and solutions to her clients at different stages of their life. Her audit background and attention to details allow her to provide solutions and advice to her clients in compliance with the ATO requirements and the SIS Regulations.
Monica is a qualified CPA, an accredited SMSF specialist adviser and an ASIC registered self-managed super fund auditor. “
Barbara has been working with Moneta Super Pty Ltd since its creation on 1 July 2010. Prior to Moneta Super Pty Ltd, Barbara has extensive experience in superannuation and accounting. Experience acquired from her decades of work in small to large organisations covering banking, service and retail industries. Barbara specializes in SMSF accounting, compliance and assists clients to fulfil their compliance obligations in their roles as Trustee of their SMSF.
Interesting Facts about SMSF
Interesting facts the ATO report published in December 2016.
- Percentage of SMSFs Assets as Part of Total Superannuation Assets ($2.1 Trillion) 29% 29%
- SMSF Members – Female 47% 47%
- SMSF Members – Male 53% 53%
- SMSFs that have one members 23% 23%
- SMSFs that have two members 70% 70%