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Self Managed Super Funds

The way your superannuation is managed now will have a significant impact on the choices you have in retirement. Self-managed super funds may be appropriate for those looking for greater control of their savings and are one of the best ways to ensure that you will have sufficient funds for retirement.

At David Unwin CPA, we can help you decide whether an SMSF is right for you and your money. We can take the hard work out of setting up your fund and take the stress out of your yearly compliance obligations. Our SMSF services include:

– Self Managed Super Funds tax returns
– Annual accounts preparation
– Lodging files with an external auditor

SMSF’s are fast becoming the retirement vehicle of choice that give you total control over how your super benefit is invested. But we understand SMSF owners face the challenges of keeping up to date with fast-paced financial markets and the changes to rules and regulations. The team at David Unwin can assist you with this by:

– Setting up your fund
– Meeting the annual compliance requirements in relation to Financials, Audit and Tax Return lodgement of your fund
– Providing advice on contribution limits, borrowing in super, conditions of release, commencing pensions, and more.


David Unwin is an Authorised Representatives (No. 001237879) of GPS Wealth Ltd, ABN 17 005 482 726, an Australian Financial Service Licence holder No. 254544

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Head Office: GPS Wealth
Level 9/89 York Street, Sydney NSW 2000

Head Office Phone: 02 8074 8599
General Advice Warning and Disclaimer – The information provided on this webpage has been provided as general advice only. We have not considered your financial circumstances, needs and objectives and you should seek the assistance of your GPS Wealth Ltd (GPS) Adviser before you make any decision regarding any products or information on this webpage. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither David Unwin CPA or GPS Wealth Ltd nor its related entities, employees or agents shall be liable on any ground whatsoever with respects to decisions or actions taken as a results of you acting upon such information.

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self managed
super funds

The way your superannuation is managed now will have a significant impact on the choices you have in retirement. Self-managed super funds are perfect for those looking for greater control of their savings and are one of the best ways to ensure that you will have sufficient funds for retirement.

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