Overview
Self-managed Superannuation Funds (SMSFs) are very popular, especially with families who want more control over how they invest and combine their retirement savings. We offer various services to help you establish and comply with current superannuation laws.
SMSF’s for Individuals
Thinking about a self-managed super fund as an investment for your retirement? Self-managed Superannuation Funds (SMSFs) are very popular, especially with families who want more control over how they invest and combine their retirement savings. At Anchoram, we offer various services to help you establish and comply with current superannuation laws and can advise you if a SMSF is suitable for you.
At Anchoram, we offer SMSF services, including:
- SMSF set up – Before setting up a SMSF we recommend you speak to a qualified financial advisor to help you decide if a SMSF is right for you.
- Administration services – We can assist you with the administration required to set up and maintain your SMSF, including superannuation audits and preparation and lodgement of financial documents.
- Ongoing advice on SMSF compliance matters – We keep track of changes to superannuation legislation, taxation and employer obligations so you can make smart decisions.
Why Anchoram?
The Anchoram story is based on integrity. We are anchored in Integrity, our core value and we aim to show this through our work and dealings with our internal staff, external collaborators and most importantly while serving our clients. Anchoram’s other key values are Professionalism, Empathy and Authenticity.
Our people are attracted to these values and we work together to bring a wealth of accounting, business management and other relevant experience to best serve our clients.
Business Services for Individuals
We offer expert and reliable guidance for your personal tax matters, such as customised details on how negative gearing, redundancy, salary sacrificing and self-managed super funds affect your tax. Our secure online portal lets you submit your records electronically from wherever you are in the world.
Self-managed Superannuation Funds (SMSFs) are very popular, especially with families who want more control over how they invest and combine their retirement savings. We offer various services to help you establish and comply with current superannuation laws.
You’ve worked hard to accumulate your assets, and we are committed to helping you protect your portfolio in the areas of insurance, investment, estate planning, legal and banking.
Do you have an investment property? Or want to start your property portfolio? We can generate cash flow reports and explain the tax implications. We can also help you with smart choices about how to structure, manage and track everything related to the purchase and tax outcomes of your property ownership.
Practice Lead
Harpreet Cheema
Chief Operating Officer
Anchoram Global
Harpreet's role as a partner and chief operating officer is focused on delivering the vision of the founding partners of the firm. Anchoram Consulting has been founded by a group of senior and experienced professionals, who have all worked in public sector, industry and large global consulting powerhouses, and share a common purpose to serve organisations with strong client service ethos.
His own working life has spanned over 17 years and has included working in direct customer service roles, working from within the public sector, and a stint in KPMG Brisbane where he gained exposure to the Energy and Resources and Transport and Logistics sectors. Harpreet's last significant role was as a Principal in Deloitte’s Canberra practice where he led its federal government Cyber Risk Advisory team. Over the last 9 years, while working in a Big 4 consulting environment, he has led the delivery of numerous assurance and advisory engagements for various public, private and not-for-profit sector entities.
