A simple, stress-free process to establish your Self-Managed Super Fund.
Accessible from anywhere. A fully cloud based platform, giving you full visibility of your SMSF with all details and investments in one place.
Preparation of annual financial statements and tax return, ensuring your SMSF remains compliant.
Facilitate an independent third-party audit of your SMSF as legally required.
SMSF specialists available to answer all your questions – simple or complicated.
“Working with Susan at Approach Super was truly delightful as she expertly addressed my clients' SMSF requirements. Susan's approachability stood out, and she effortlessly translated complex queries into easily understandable explanations for my clients. I look forward to having Susan continue to assist my SMSF clients in the future. Thank you Susan, for your exceptional service and support!”
F5 Accountants
“I've had the pleasure of working with Susan for over a year now, aiding mutual clients in their super and property investing journey's. Her expertise, attention to detail and work quality is unparalleled and I'm yet to meet someone as dedicated to their clients and their needs as she is. Since beginning our professional relationship we've been able to help a number of clients purchase investments through their super and to say our business couldn't have got it done without Susan's support and assistance would be an understatement. I can't recommend Approach Super and Susan enough to anyone in need and will continue to support and work with Susan for many years to come.”
Finance Warehouse
“Absolute superstars. No job is too big or small for Susan and Megan. We are frequently asking them to come up with various tax planning solutions for our business. Their understanding of tax law, business principles and different software is exceptional, while their communication and patience with us has been outstanding.”
Citywide Commercial Cleaning
Business to me is all about the people, and investing in relationships. So, in an industry that never stands still – specifically the ever-changing superannuation and SMSF landscape – I take a holistic approach in guiding clients, considering all aspects of their life and financial position to ensure the best outcome is achieved.
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| 2023 | Finalist - Women in Finance Awards | Accountant of The Year |
| 2023 | Winner - Ignition | Top 50 Women in Accounting |
| 2023 | Finalist - Australian Accounting Awards | Superannuation Specialist Accountant of The Year |
| 2022 | Winner - Women in Finance Awards | Accountant of The Year |
| 2022 | Finalist - Australian Accounting Awards | Superannuation Specialist Accountant of The Year |
| 2021 | Finalist - Australian Accounting Awards | Superannuation Specialist Accountant of The Year |
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Our favourite client experience is seeing faces light up when they understand how and why their fund is working for their retirement.
Get in touch with Approach Super today by filling out the contact form below. Our team of experts will be happy to assist you with any enquiries.
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