Services


Specialist Accredited SMSF Services

We believe in engaging with our clients, not simply reaching out at the end of the financial year to crunch numbers. Our holistic approach is tailored to the interests of each individual client and their goals for their own SMSF. You deserve control over your financial future, however that can be tricky to achieve  with the highly complicated and ever-changing government regulations. Allow us to give you the confidence you need by providing expert advice and support every step of the way. 

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

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

Financial Mediation Services

Navigating the turbulent waters of dissolving a partnership or a personal relationship can be incredibly challenging. It can also cost a fortune in legal fees, be emotionally taxing, and can take what seems forever to finalise. Our professional mediation services are designed to help guide you through the process in a way that produces equitable results, considers the tax consequences and make the process as simplified as possible to come to final closure.   

If you’re seeking financial mediation services in the midst of a separation, you’ll find the advantage of comprehensive tax experience with Maven Advisors: 

Initial Consultation

We offer a free initial consultation to help give you a moment to sit down and work through what you need in order to make sure we are able to provide you with the help you need. If our services are right for you, we can develop your mediation further. 

Accredited Mediation

Tania, our accredited mediator, is trained to hold formal mediation between all parties and guide an open discussion around the financial and taxation matters involved in a separation. It’s not as simple as picking a percentage, it requires a comprehensive review of all assets, including the tax consequences and structures investments are held in. 

Discretion and Professionalism

Financial mediation is personal as much as it is financial. We maintain a strong sense of professionalism throughout your mediation, while also understanding that it is a challenging and emotional time. We are experts and also care for our clients. We balance  confidentiality with empathy and understanding.

Ease and efficiency

Mediation through us allows two parties who wish to seek a resolution regarding the division of assets without the use of lawyers, which can be distressing, time consuming, and expensive and unflexible.

Fairness and equitability

It’s important to have all parties’ best interests at heart. During our mediation, we seek the most positive and tax effective way to achieve an equitable division of assets.  

Control & Satisfaction

Mediation offers many benefits over a trial and a judge imposing a decision.  Our Mediation process gives you greater control and management of the process & outcome, giving you greater satisfaction.
 
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Taxation Services

As traditional Accountants Tax is a major part of what we do, we also believe tax is only part of your bigger financial picture.   We provide you a seamless advisory service surrounding your SMSF and property. Our deep understanding of the Australian tax system for investors provides tax strategies surrounding your SMSF, Property Investing and Taxation Compliance to save you money.

Taxation for Investors

Over the years we've come to specialise in taxation for investors.  Property investors like the personalised attention we provide and trust us to help them understand, plan and minimise their tax.  We help you along the whole investment journey from purchasing, holding and ultimately when you sell.

Keeping up with Change

Higher rents and lower interest rates mean tax refunds have diminished over the years. You need an astute accountant to help maximise your deductions and increase income potential.  At Maven Advisors, we clear the confusion and provide you with knowledge and tax saving advice when investing.

Tax Planning

We do more than crunch your numbers at the end of the year.  We believe communication and openness is the best way to support you. With Maven, we encourage you to engage with us when things change for you.  Our tax planning services give you greater management of your tax position.

Ready to talk?

When you're ready to get started organising your financial issues, please book your obligation-free consult at a time that suits you below - we look forward to speaking with you.

Book your consult
Call (02) 6584 9201 Book An Appointment

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