David contacted Southern Cross Accounting, where he was introduced to the SMSF Freedom Package—a tailored solution designed to help business owners take back control of their super.
Case Study:
How Southern Cross Accounting Helped a Business Director Regain Control of His Super
The SMSF Freedom Package
Client Profile
- Name: David (Director of a Construction Business)
- Location: Victoria Point, QLD
- Industry: Building & Construction
- Challenge: Mismanagement of superannuation assets, compliance risks, and tax inefficiencies
The Solution: The SMSF Freedom Package
David contacted Southern Cross Accounting, where he was introduced to the SMSF Freedom Package—a tailored solution designed to help business owners take back control of their super.
📌 Full SMSF Review & Compliance Audit– Identified incorrect fund allocations and potential breaches.
📌 Restructuring of SMSF Investments– Separated personal and business assets, ensuring compliance.
📌 Strategic Tax Planning – Implemented a tax-efficient investment structure to maximise returns.
📌 Ongoing SMSF Administration & Support – Ensured future compliance with annual reviews and expert guidance.
The Results
✅ ATO Compliance Restored– David’s SMSF was restructured correctly, avoiding costly penalties.
✅ Superannuation Savings Optimised – With a better tax structure, David maximised investment growthwithin his fund.
✅ Clarity & Peace of Mind – No more confusion—David now understands how to manage his SMSF properly.
✅ $12,000+ in Potential Tax Savings – By correctly allocating assets within his SMSF, David reduced unnecessary tax liabilities.
What David Had to Say
“I had no idea I was breaking the rules—I thought I was just managing my own money! Southern Cross Accounting not only fixed my mistakes but set me up for long-term success. Now I have a compliant, tax-efficient SMSF that works for my future.”
Final Thoughts
For business owners in Victoria Point & the Redlands, managing an SMSF correctly is crucial. The SMSF Freedom Package from Southern Cross Accounting ensures you stay compliant, optimise your super, and secure your financial future—without the stress.
📞 Call 1300 722 570 today and take control of your retirement the right way!
LinkedIn Article: https://www.linkedin.com/pulse/case-study-how-southern-cross-accounting-helped-business-bill-parkes-qsskc/
Disclaimer: The information provided in this post is general in nature and does not constitute personal accounting, financcial or tax advice. You should seek independent, professional advice tailored to your specific circumstances before making any financial or business decisions. Southern Cross Accounting accepts no liability for any loss incurred by relying on the information provided.