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Superannuation
What is this service? Who requires this service? Why Spry Roughley? FAQs
Superannuation
What is this service? Who requires this service? Why Spry Roughley? FAQs

Anthony Saccaro

Client Service Partner

What is this service?

A superannuation fund is just a type of trust with concessional tax.

Taxation advice on superannuation contributions (concessional and non-concessional) and interaction with capital gains tax concessions (Small Business CGT Retirement Concession, Downsizer contributions).

Taxation advice and administration of self-managed superannuation funds and management of the annual audit.

Who requires this service?

Superannuation is now a complex and highly regulated area. Running you own self-managed superannuation fund (SMSF) is not for everyone. But for Business Owners and High Net Wealth Individuals who want direct control and involvement over their superannuation, an SMSF can be an ideal fit.

Any one selling their business and looking to maximise the benefits of the Small Business CGT Concessions

Why Spry Roughley?

We are experts in understanding the tax implications of investment decisions including retirement and estate planning, and the practical application of the superannuation legislation.

We ensure our clients get the best tax outcomes through building understanding of the investment tax environment. 

We utilise cloud based accounting and investment systems to efficiently manage your SMSF compliance and documentation.

We outsource the audit of your SMSF to independent specialist SMSF auditors to ensure full compliance with ATO requirements

FAQs

Why do I need an audit of my SMSF?

Can you advise me on how to invest? No we can’t. Spry Roughley does not have a financial planning license. However, we are happy to refer you to an independent financial planner or investment adviser who can support you.

Anthony Saccaro

Client Service Partner
Our long-standing business relationship is a testament to the value that we see in Spry.
Group Financial Controller
Large Engineering Group
The responsiveness and willingness to assist us when we need it, is valued and greatly appreciated.
Group Financial Controller
Large Engineering Group
It’s not just about the relationship - you get the right people with the right knowledge with the dedication to get outcomes to get the job done.
Owner
Private company >$500m turn-over
I feel I am talking to people who have a vested interest in making sure my business is going well.
Director
Privately Company >$300m turn-over
Accessibility and being available at any point. Being proactive to avoid panic / urgency and action is timely.
Owner
Manufacturing Company
Partnership with a capital P – We own the opportunities, issues and challenges together.
High Net Wealth Investor
Accessibility, responsiveness, forward planning. Proactive
Multiple Pharmacy Owner
Spry Roughley know my business - you have a handle on what I need. The little stuff is important because that’s what enables the big stuff to happen.
Entrepreneur / Engineer
Manufacturing business owner
Value the processes around what we do. The structure and rigor. Structuring and reporting information. Phone calls and teams meeting to engage with Directors on the business.
Director/Owner
Electrical Manufacturing
Strategic advice and carrying projects through to completion. Beyond just completing compliance
Director/Owner
Third Party Logistics provider
Relationship. Strong believer in the success you surround yourself with. Morale changed when you came on board. Confidence in us is great.
Director/Owner
Construction Materials Import and Wholesale
Personable - you are a reasonable size but you are still personable
Director
National Retailer
When we have a scenario or a goal, you think about it and give us options so we can make informed decisions. It's more of a partnership
Chief Executive Officer
Vehicle Manufacturer
Able to adjust and continue to provide value as we grow and change
IT start-up Founder
Thank you for all your support throughout the sale process...It was good to have you on my side, not just from an accounting and compliance aspect but from the personal support you gave me.
Former Business Owner

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