Specialised and qualified advice is key to a secure and financially comfortable retirement.

 

Are you confident in your current superannuation plan? Does your current strategy align with your future financial goals?

Specialised and qualified advice is key to a secure and financially comfortable retirement.

Are you confident in your current superannuation plan? Does your current strategy align with your future financial goals?

Self Managed Superannuation Advice

Feel confident in your superannuation strategy. Many Australians take control of their retirement savings by choosing a self managed superannuation fund. As experts in self managed superannuation, our limited licensed advisers can help you decide if a SMSF is right for you.

With Rogerson Kenny Business Accountants, you gain access to a personal and friendly service from dedicated SMSF accountants who take the time to understand your unique circumstances.

Discover how we can help you set up an SMSF today.

General Advice Warning
The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

Self Managed Superannuation Advice 

Feel confident in your superannuation strategy.  Many Australians take control of their retirement savings by choosing a self managed superannuation fund. As experts in self managed superannuation, our limited licensed advisers can help you decide if a SMSF is right for you. 

With Rogerson Kenny Business Accountants you gain access to a personal and friendly service from licensed and dedicated SMSF accountants who take the time to understand your unique circumstances.

General Advice Warning
The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

Why Rogerson Kenny as your SMSF Accountants?

We’re not just about SMSF compliance – we’re about developing SMSF strategies that fit your unique needs.

Why Rogerson Kenny as your SMSF Accountants?

We’re not just about SMSF compliance – we’re about developing SMSF strategies that fit your unique needs.

Who can benefit from a Self Managed Super Fund advice?

Specialised and qualified advice is key to a secure and financially comfortable retirement.

Individuals who like control

When you run your SMSF, you make all the decisions about how your super is invested. You devise your own investment strategy and choose where your money goes.

Property Investors

SMSF property investing provides a tax effective structure to hold and invest residential and commercial property as a long term investment

Business Operators

Can benefit from an SMSF as it allows them to maintain control, make better use of contribution strategies for long term planning and optimise their wealth tax efficiency.

Families with complex estate planning needs

Can protect assets using a superannuation structure, allowing you to maintain consistency and integration with broader estate plans.

If you are looking for clarity, control and engagement with your superannuation contact
Rogerson Kenny Business Accountants today. 

Who can benefit from a Self Managed Super Fund advice?

Specialised and qualified advice is key to a secure and financially comfortable retirement.

Individuals who like control 

When you run your SMSF, you make all the decisions about how your super is invested. You devise your own investment strategy and choose where your money goes.

Property Investors

SMSF property investing provides a tax effective structure to hold and invest residential and commercial property as a long term investment

Business Operators

Can benefit from an SMSF as it allows them to maintain control, make better use of contribution strategies for long term planning and optimise their wealth tax efficiency.

Families with complex estate planning needs

Can protect assets using a superannuation structure, allowing you to maintain consistency and integration with broader estate plans.

If you are looking for clarity, control and engagement with your superannuation contact
Rogerson Kenny Business Accountants today. 

SMSF Advisors – how can we help?

Our advisers will guide you through the entire SMSF process, including:
 

Z
Z
Z
Z
Z
Z
Z

Establishment and set up of the structure of your Self Managed Fund

Making contributions into your fund

Accessing benefits and commencement of pensions

Rolling over existing Superannuation

Limited recourse borrowing arrangements

Advice on permitted investments and appropriate funding levels

Taxation advice of funds before and after retirement

When an SMSF might be suitable for you…

You are willing to play an active part in managing your financial affairs.

You have a good understanding of your role and responsibilities as an SMSF trustee.

You are willing to play an active part in managing your financial affairs.

You have a good understanding of your role and responsibilities as an SMSF trustee.

Whilst there is no set required balance for you to set up a SMSF, Australian Securities & Investments Commission (ASIC) research shows that for an SMSF to be cost effective, compared to a typical super fund, it needs to have a balance of at least $200,000.

Further to this, it is likely that you would need a balance of $500,000 or more before you SMSF can consistently compete with the average returns earned by regulated retail and industry super funds. You should seek independent advice from a licensed professional, before making any financial decisions. 

When an SMSF might be suitable for you…

You are willing to play an active part in managing your financial affairs.

You have a good understanding of your role and responsibilities as an SMSF trustee.

You are willing to play an active part in managing your financial affairs.

You have a good understanding of your role and responsibilities as an SMSF trustee.

Whilst there is no set required balance for you to set up a SMSF, Australian Securities & Investments Commission (ASIC) research shows that for an SMSF to be cost effective, compared to a typical super fund, it needs to have a balance of at least $200,000.

 Further to this, it is likely that you would need a balance of $500,000 or more before you SMSF can consistently compete with the average returns earned by regulated retail and industry super funds. You should seek independent advice from a licensed professional, before making any financial decisions. 

Rogerson Kenny Business Accountants – Self Managed Super Fund Specialists

We tailor our services to your exact needs, ensuring that you receive targeted SMSF advice and support for optimal growth.

DID YOU KNOW?

SMSFs are a particularly good tax planning tool when acquiring business real estate property.

Many business owners use SMSFs to assist them in the purchase of their own business premise.

Ready to make the most of your super?

DOWNLOAD OUR LEAD MAGNET

Experience the Rogerson Kenny difference

You’re not just getting a one-size-fits-all approach when you work us, our commitment to understanding your unique goals and challenges ensures we can offer valuable insights and tailored solutions that make a real difference to your business trajectory.
Whether buying a business, seeking finance, or refining your strategies, our business advisory services are here to help you succeed. Be empowered to make the best decisions for your business, we’ll be at your side every step of the way, offering expert advice and guidance.

RK Director SMSF Accountant

Rogerson Kenny Business Accountants – Self Managed Super Fund Specialists

We tailor our services to your exact needs, ensuring that you receive targeted SMSF advice and support for optimal growth.

DID YOU KNOW?

SMSFs are a particularly good tax planning tool when acquiring business real estate property.

Many business owners use SMSFs to assist them in the purchase of their own business premise.

Ready to make the most of your super?

 

DOWNLOAD OUR LEAD MAGNET

Experience the Rogerson Kenny difference. 

You’re not just getting a one-size-fits-all approach when you work us, our commitment to understanding your unique goals and challenges ensures we can offer valuable insights and tailored solutions that make a real difference to your business trajectory.

Whether buying a business, seeking finance, or refining your strategies, our business advisory services are here to help you succeed. Be empowered to make the best decisions for your business, we’ll be at your side every step of the way, offering expert advice and guidance.

RK Director SMSF Accountant

Rogerson Kenny Financial Services Pty Ltd, ABN 66 605 330 434 is a Corporate Authorised Representative Number 001009210 of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

www.meritwealth.com.au | Privacy Statement. | Privacy Collection Statement | Complaints Process

Merit Wealth Pty Ltd | GPO BOX 4463, Sydney NSW 2001 | Level 15, 115 Pitt St Sydney NSW 2000 | Ph: 1300 785 611 | Email: contact@meritwealth.com.au

Authorised Representative disclosure statement.

    • Sarah Davie (ASIC No.1249128) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361 – View FSG

Rogerson Kenny Financial Services Pty Ltd, ABN 66 605 330 434 is a Corporate Authorised Representative Number 001009210 of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

www.meritwealth.com.au | Privacy Statement. | Privacy Collection Statement | Complaints Process

Merit Wealth Pty Ltd | GPO BOX 4463, Sydney NSW 2001 | Level 15, 115 Pitt St Sydney NSW 2000 | Ph: 1300 785 611 | Email: contact@meritwealth.com.au

Authorised Representative disclosure statement.

    • Sarah Davie (ASIC No.1249128) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361 – View FSG

Contact Details

Suite 13, 241 Blackburn Road
Mount Waverley VIC 3149

info@rogersonkenny.com.au

Contact Details

Suite 13, 241 Blackburn Road
Mount Waverley VIC 3149

info@rogersonkenny.com.au