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KewLevel 1, Suite 5 796 High Street Kew East Vic 3102
Mentone83A Warrigal Road Mentone Vic 3194
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Super & Financial PlanningSuperannuation Accounting Services & Financial Planning

Trust the Experts in Australian Superannuation

There has been an explosion in the number of Self Managed Superannuation Funds (SMSF) established in Australia.  Most people who establish a self-managed fund do so because they wish to:

  • Control and manage their own retirements or do it hand in hand with an external advisor
  • There are also those that don’t have an appetite for equities and prefer property, so the ability to utilise an SMSF to buy property (with a loan) has become popular over time
  • Commence a transition to retirement pension to subsidise employment income
  • Reduce costs

Irrespective of one’s motive to establish a SMSF, we feel it’s important to determine whether a SMSF will achieve the aim you are seeking to achieve, as opposed to just taking your money to set one up when it is not in your best interests.

You need to fully understand the obligations and responsibilities of operating a Self Managed Superannuation Fund . Whilst it may be your own money that you are managing, the rules are drafted to essentially ensure you treat that money as if you were managing it for someone else and therefore there are strict regulations to adhere to. These rules and regulations are placed upon those that have Self Managed Superannuation Fund so as to safeguard your retirement nest egg for when it is needed, namely retirement.

At Vantage, we can handle the set up of the fund and compliance at year end.  In conjunction with our trusted advisors, we can also manage the yearly operation of your investments to guide you in meeting your goals of retirement.

The range of we offer our clients include, but are not limited to:

  • Administration and establishment of self managed superannuation funds
  • Preparation of accounts, members statements and taxation returns
  • Borrowing advice to buy an investment property and save tax
  • Superannuation guarantee and co contribution advice
  • Personal expenditure, budgets and tax savings strategies
Financial Planning

The range of financial planning services we assist our clients with via our accredited affiliates include, but are not limited to:

With our extensive knowledge and expertise, we can help you. Arrange your free no obligation meeting.

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Call (03) 9859 8555
Great Review by our Clients

Trusted by many people

Our clients have always trusted our expertise and advices. Here’s what they have to say about us.

The client service from everyone involved is exceptional and we could not be happier with how our business has been looked after over the years with the guidance from Nick and his team, especially in these ever changing times and competitive environments.

Rick Allen
Director of Nellakir (Aust) Pty Ltd

They have always been available to discuss my needs in simple English terms to understand, from extensive company and trust structures to when I first started out as a sole proprietor in the hospitality industry many years ago.

I look forward to the next 20 years with Vantage TBS. Thanks Guys.

Paul Stann
Director of Crème Café

I’ve been with Vantage Tax and Business Services (formerly Bonadio Partners) for 20 plus years and they have always been a great business partner throughout this time.

I would highly recommend Vantage.

Michael Chiodo
Director of Pasta Al Dente Pty Ltd

I’ve been a client of Vantage – Tax and Business Services for the last 5 years. In this time, the team have provided the utmost level of accounting advice, attention to detail and smooth transition of a number of my companies from our previous accounting relationship.

Anthony D’Alessandro
Director of Required Financial Services Pty Ltd

Vantage Tax &
Business Services
Mon - Fri 9am – 1pm and 2pm – 5pm
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Copyright by Vantage Tax & Business Services. All rights reserved.

Copyright by Vantage Tax & Business Services. All rights reserved.