Self Managed Super Funds

Our highly skilled team of SMSF specialists work with financial planners, solicitors and trustees to help you establish and run an SMSF that ensures the best return.

The world of SMSF’s can be a complex place. Our SMSF team of experts take a holistic approach to SMSF’s so they take account of business strategy, tax planning and your retirement needs. Their in-depth, up-to-date knowledge of SMSF’s cuts through the red tape to help you in the effective running of your SMSF, remove some of the financial worry of your financial retirement planning and ensure the best outcome.

Our SMSF services include advice on:

  • SMSF Audit
  • Superannuation Planning & Advice
  • Purchase & Setup
  • Tax Returns
  • End-of-year Financial Statements

More Info



YBM Super Advice Pty Ltd (ASIC No. 71957471) ABN 57 613 761 327 is a Corporate Authorised Representative Number 1247149 of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

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Merit Wealth Pty Ltd | GPO BOX 4463, Sydney NSW 2001 | Lvl 2, 115 Pitt St Sydney NSW 2000 | Ph: 1300 785 611 | Email: contact@meritwealth.com.au