Superannuation Professionals

Don’t let the stress of SMSF compliance tie you down.
At Plus 1 Group, let us do the paperwork so you can enjoy retirement. 

Some might call us Super Heroes.
Who are we to disagree.

Struggling with day to day record keeping for your Self-Managed Super Fund?

Need help to meet the new Quarterly reporting obligations?

Superannuation in general and Self-Managed Super Funds (SMSF’s) have complex record keeping requirements. Our team of Superannuation Heroes can help you manage this process with ease.

Our services include;

  • General administration compliance for your fund
  • Streamlining transactional data, straight from your bank
  • Preparation of SMSF financials
  • Lodgements of Bas & Tax
  • Compliance with new Quarterly reporting rules for funds over the threshold limits
  • Mandatory Superannuation Audits

With the rules surrounding superannuation constantly changing, our team are here to explain what these changes mean and how they may affect you. 

We are with you every step of the way to ensure your SMSF runs smoothly and to lessen the burden of compliance.

Contact us now on 03 5833 3000 and ask for our Superannuation Professionals Team.

Is your Employer Superannuation Fund working for you?

Considering if a Self-Managed Super Fund (SMSF) is right for you?

Whether your superannuation is a self-managed fund or an industry retail fund, it needs to be managed.

Our Financial Planning team have the skills and knowledge to help you understand the complicated concepts surrounding superannuation and assist you with your investment choices and ensure your fund is invested in a way that helps you achieve your long-term financial goals.

Superannuation Professionals

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Our Services Include

setup and ongoing administration of self managed super funds

 

SUPERANNUATION Audits

 

Self Managed Super fund reporting compliance

 

employer funds & ongoing compliance including super stream

 

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If you need to get us documents quickly, access remote support, or the MYOB Portal click the button above.

Open Hours

Monday to Friday
8:00am to 5:00pm

Closed Public Holidays

Contact Us

27 Welsford Street
Shepparton, VIC 3630

T: (03) 5833 3000
F: (03) 5831 2988
Email Us

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Sentinel Wealth Unit Trust T/As Plus 1 Wealth Advisors (ABN:11 408 695 672) is an Authorised Representative of Sentinel Wealth Managers Pty Ltd
(ABN: 73 108 328 294) AFS Licence 322211 | Financial Services Guide