- 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
SMSF Accounts Currently Under Management
Years of managing SMSF
OUR SENIOR STAFF
Ashok entered the accounting profession in 1993 and working with Moneta Super Pty Ltd since its creation on 1 July 2010. In 2015 Ashok was appointed as Director of Moneta Super Pty Ltd. Ashok is an experienced professional and specializes in Self-Managed Superannuation Fund (SMSF) accounting and compliance. Ashok is also a SMSF Specialist Advisor, (SSA), accredited by the SMSF Association. He has extensive experience in SMSF accounting and compliance.
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.
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 3 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, and Moneta Super was created . Russell continued as a Senior Financial with Capricorn investment Partners until his retirement as an a Adviser in 2016. Russell has remained active in the development of Moneta Super as premier Self Managed Fund Administration provider.
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%