What we can do for you

Are you missing out?

We specialise in SMSFs, assisting you with tax strategies & compliance and putting you back in control of your Super Fund.

Maven's Unique approach

We encourage you the engage with us throughout the year to keep your superfund on track at no extra cost
We think outside the box, enabling you to achieve your objectives
Fast turnaround - most returns are completed within 4 weeks.*
Exclusive access to our Trustee Education Portal providing valuable easy to use tools and education.

* depends upon all required information being received

Call (02) 6584 9201 Book An Appointment

Clients who choose Maven Advisors for help with their Self Managed Superfund receive a full range of support and guidance to help build their future wealth.

Call (02) 6584 9201 Book An Appointment

Specialist Accreditation

When it comes to SMSF's, accreditation is vital. Our SMSF accredited specialists are trained and armed with the necessary knowledge to ensure you get the most from your SMSF without any hiccups along the way. As accredited specialist we think outside the square and work with you to optimise your SMSF.

Government Compliance

We are highly informed on the government regulations regarding SMSF's. Without our expert advice, you can find yourself facing severe penalties for failure to adhere to these constantly changing rules. Errors can be costly to correct. We work through this and communicate with you on what needs to be done.

Communication

We believe communication and openness is the best way to support you and your SMSF. With Maven, we don’t charge you fees each time you need simple direction or questions for us to answer. Our services are comprehensive, which means we encourage you to keep in touch and reach out when you need to.

Growth

Growth is the goal with your SMSF. We provide tax and structure advice, guidance that allows you to take appropriate risks to see growth, yet we will always be open and honest when it comes to unnecessarily risky choices. Change is part of Growth, as SMSF Specialists this is where we shine.

Family Focused

Family is important to you and it’s important to us. Building your future retirement means you’re taking important steps towards ensuring the financial security of your family. We recognise how important it is to you and make it our goal to support you in those efforts including estate planning.

Personalised Approach

No two clients or SMSF's are identical. We listen to you to find out your goals, tailor your taxation & structure recommendations and further discuss how these outcomes look to you and your family. Our free trustee education portal provides information pertaining to where you are along your own personal SMSF journey.

Call (02) 6584 9201 Book An Appointment

Meet our team

Tania Magon<div><i>Mcom (Prof Acc), MPA, PC.SMSF
</i></div><div><i>SMSF Specialist Advisor™</i></div>

Tania Magon
Mcom (Prof Acc), MPA, PC.SMSF
SMSF Specialist Advisor™

Registered Tax Agent, Public Accountant, Accredited Mediator and SMSF Specialist Advisor™, Tania will help you see your entire tax position & SMSF Strategies as one helping you understand all of your options for future success.

Michelle Chaffey   <i>Accountant BAcct</i>

Michelle Chaffey Accountant BAcct

SMSF and Tax for Investors is what Michelle focused on whilst studying for her Bachelor's Degree. Having received recognition on the CSU Deans List, clients know & trust Michelle in administering and keeping their SMSF's compliant and maximising returns.

Sally Hopkins

Sally knows everything there is to know about the ATO and helps clients prepare and file their returns on time.

Jacqui Brown

Jacqui delivers excellent client and administration support to our clients with her extensive customer & business services experience.

Jill Bell<div><i>CPA, GradCertBus, BAcct, and AssocDegLibArts</i></div>

Jill Bell
CPA, GradCertBus, BAcct, and AssocDegLibArts

Helping businesses with their taxation and accounting obligations is Jill's biggest passion.