SMSF WORKS - Self Managed Super Funds Specialists
Established in December 2006, the experience of the staff dates back to 1978 having worked exclusively in the self managed funds market from that date.
Our mission is to assist Trustees and their professional advisers in establishing and maintaining their self managed superannuation funds.
Our major asset is many years of practical day to day experience in dealing with the legislative, operational requirements and management of self managed superannuation funds.
Our experience, together with a vast network of other professional contacts who in turn can bring other expertise to complete the picture when required, is our most valuable resource.
The People at SMSF Works
Keith Inns Dip.FS (Financial Planning)
Director
Keith’s experience with self managed superannuation funds started in the late seventies. He established Super Concepts, one of the first firms of superannuation specialists dedicated to establishment and support of self managed Superannuation funds.
In 2001 the business was sold and since then Keith has maintained his involvement in the profession providing consulting services to other industry professionals.
From July 2005 until November 2006 Keith was involved with another venture providing self managed superannuation fund support, resigning to establish SMSF Works and allowing him to continue to support his vast network of contacts.
Keith is a SMSF Specialist Advisor™ accredited by SMSF Professionals Association of Australia Limited (SPAA).
Gail Ervine
Director
Most of Gail’s entire career has been working with self managed superannuation funds. Dating back to the early 1980’s and then working with Super Concepts for 21 years, Gail brings to SMSF Works a breadth of experience in providing specialised services for self managed superannuation funds.
Phillip Hey B.Com. ACA, SSA™
Director
Phillip is a Chartered Accountant and Registered Tax Agent with in excess of 20 years in public practice specialising in superannuation.
After 10 years as a Partner in an accounting practice in Hobart, Phillip came to Melbourne and joined Super Concepts in 1997 to oversee their SMSF year end accounting and taxation services, progressing to National Operations Manager and Director. He joined SMSF Works in 2007.
Phillip is a member of the Institute of Chartered Accountants in Australia and a SMSF Specialist Advisor™ accredited by SMSF Professionals Association of Australia Limited (SPAA).
Privacy Statement
SMSF Works Pty Ltd (ABN 48799 033 241) is committed to ensuring the confidentiality and security of your personal information.
You may request access to information held by us about you, and any SMSF services which you may receive by contacting SMSF Works on 03 8602 4100.
Where your trustee, adviser or accountant has established a superannuation fund or scheme on your behalf, it may be necessary for us:
- To collect personal information from you; and
- To collect some personal information about you from your trustee, adviser or accountant; and
- To disclose some of your personal information to your trustee, adviser or accountant in order to undertake the management and administration of the fund.
In order to manage and administer services relating to the establishment and ongoing compliance requirements for self managed superannuation funds, it may be necessary for us to disclose your personal information to certain third parties. Unless you consent to this disclosure we will not be able to provide you with our services. The types of organisations to whom we may disclose your personal information include:
External service providers who assist in administering the services we provide including:
- Superannuation Fund Auditors
- Tax Agents
- Actuaries
- Debt Recovery Agencies on behalf of SMSF Works
- Your representatives (eg. Your authorised representatives or legal adviser)
- Our professional advisers, including our accountants, auditors and lawyers
- Government and regulatory authorities and other organisations as required by law.
We will only disclose your personal information to these organisations to enable them to undertake specified audits, administration services or any other service required by you. SMSF Works will not disclose your information for any other purpose unless requested by you.
Where you wish to authorise any other parties to act on your behalf, to receive information and/or undertake transactions, please notify us in writing.
We may send you further information from time to time about SMSF Works and its services. You may elect to stop receiving such information at any time by contacting SMSF Works on 03 8602 4100. You may at any time advise us that you wish to recommence receiving SMSF Works information.
If you have any concerns regarding privacy of your information please contact SMSF Works on phone: 03 8602 4100 or email: info@smsfworks.com.au