Achieving Solutions for Wealth Creation

Self Managed Super Funds

SMSFs can offer greater control and flexibility - as well as access to a wider range of investment assets not typically available through retail or industry funds. Metis brings years of confidence and experience in helping our clients ensure their SMSF are legally compliant, allowing our clients to focus on making smart investment decisions with ease.

Dedicated to Your Success: Expertise and Excellence in Every Service

SMSFs aren’t for everyone. While they offer choice and flexibility, setting up and managing them can be complex. Our financial advisers are experts in this field, ensuring that your SMSF remains compliant with legislation. We help SMSF Trustees meet their obligations and stay informed about relevant changes and their impacts. SMSF Trustees also have the ability to tailor their fund to meet retirement goals, with the flexibility to adjust strategies as their needs or circumstances evolve.

Features & Benefits

Trustee consent forms and minutes
Member applications and mail house services
Binding death nomination forms
Timely SMSF Bookkeeping & Administration
Business Activity Statements/Installment Activity Statements
Preparation of financial statements and reports
Preparation and lodgement of income tax returns
Independent audit of SMSF
Pension calculations and Actuarial certificates
Assist with the preparation of all required minutes
Preparation of annual PAYG payment summaries
Business Activity Statements/Installment Activity Statements
Maintenance of records of all fund investments, including sales and purchases for capital gains tax purposes
Benefit payment processing compliance and ATO reporting

Why Choose Metis?

Founders former “lived” corporate experience in leading successful businesses in both local and asian markets
Experience in navigating complex legal, regulatory, business and cultural diversity in established and asian markets.
Our international presence and experience mean’s we will go and deliver for our clients in off shore markets
Assist international business owners a pathway and support to markets in our region
Creating and building the best & brightest talent in business and leadership roles.
Creating clarity in strategic thinking and delivering business plans with achievable, sustainable and successful outcomes.
Eye for numbers, presenting with clarity & simplicity the critical financial information underpinning business financial performance.
Regular, Face to Face engagement. We believe in being involved as much or as little as required, because we care about and are empathetic to business owner’s challenges, responsibilities and obligations.
Our experience, engagement and market relationships, enables us to cut through on important contractual, business, banking and other stakeholder negotiations, relationships to achieve the best possible outcomes.
Our ability to engage the best and brightest professionals in critical technical business, taxation, financing and strategic planning for our clients business.

Testimonials

How We Helped Our
Clients

Schedule a Complimentary 15 Minute Strategy Session With The Team.

Connect with one of our advisors today to discuss your business needs and discover how we can help you achieve your goals with a free 15-minute strategy session.

Finance & Capital Raising

Metis helps you optimise your readiness to raise capital, secure loans, or access grants for investments, growth, and business sustainability.

Professional Bookkeeping & Accounting Solutions

At Metis Sydney CBD, our CPA/CA-qualified accountants have an impeccable record of providing outsourced bookkeeping services, giving you more time to manage and grow your business.

Your Tax & Audit Partner

Taxes impact everything from your income and investments to your superannuation, home loan, and estate planning. As registered tax agents, we aim to minimise your personal and corporate tax exposure.

Corporate Secretarial Services

As a registered ASIC Agent, Metis handles your corporate secretarial obligations, allowing you to focus on growing your business. We provide expert advice and practical assistance to help manage your statutory obligations.