Menu


Self-Managed Superannuation Funds Experts in Warragul

Pursuit Advisers in Warragul helps clients understand the benefits of self-managed superannuation funds.  We provide a fully dedicated Self-Managed Superannuation Fund service line which is ready to tackle all of your SMSF accounting needs.

Technology has come a long way in the self-managed superannuation sector, and Pursuit Super has embraced this technology to bring a more complete offering to our clients.

Clients of Pursuit Super enjoy access to a web portal that provides up to date information on the performance of their fund.

We can help you with:

  • Preparation of annual accounts and tax returns
  • Preparation of quarterly activity statements
  • Correspondence with auditors
  • Establishment of SMSF's
  • Establishment of bare trusts where required for Limited Recourse Borrowing Arrangements
  • Ensuring compliance with Superannuation legislation
  • Daily bookkeeping

Platform

By using the Class Super platform to administer our funds we have the ability to code your superannuation transactions on a daily basis meaning you will no longer need to wait until the end of the financial year to see how your fund is performing.

A common problem for many self-managed fund trustees is not knowing the actual performance of the fund until the accountant completes that tax return each financial year.  This can be up to 11 months after the financial year has finished.

We think trustees should have up to date information on the performance of their superannuation assets.  Our software provides this access.

Web Access

In conjunction with our platform, Pursuit Super offer you web-based access to your superfund.  We call this - Fundweb.  

Fundweb provides trustees with the information they need to manage their fund assets.  No longer will you need to produce endless excel reports to track your investments – let Fundweb give you the information!

Using ASX information shares are shown at market value at the end of the previous day, managed funds likewise.  Trustees can see if investments are in line with their investment strategy as well as what the potential gains on selling an investment would be, including whether those assets would be eligible for capital gains discounts.

Simple Operating Statements and Balance Sheets for the previous year are also provided through this portal giving trustees a real understanding of the performance of their fund.

No Surprise Fees

Operating under a fixed fee model for compliance work, ensures that clients of Pursuit Super receive no nasty surprises or bill shock and combined with a timely and efficient service offering, we are sure we can meet your expectations.


Client Login for 

                
 For Client Login to Class Super please click here
 

"seen as a very important part of our organisations future. The level of service is well above what would be considered the norm"

Dale Sumner - General Manager of Lakes Entrance Fishermens Co-op & Leftrade Limited

"From the front desk to the director is outstanding, I have replies to my emails within the same day to answer any question. My Wife and I have been able to take our business to the next level"

Ben and Julie Whiteley

"Both my wife and I have great confidence in Cameron whose integrity and clear thinking about our financial affairs we greatly respect and I would whole heartedly recommend him and Pursuit Advisers to anyone seeking similar financial advice"

Malcolm & Lorraine Baxter

"They provide us with well-researched financial and business advice, take care of all our tax responsibilities and financial needs, and even check in from time to time to see how we’re going"

Jessie Ballantyne- Director of The Grants Hub

"Business has grown immensely which is a testament to his effectiveness, guidance and good common sense approach"

Robert Radford- R. Radford & Sons Pty Ltd

"They have taken the time to get to know us as a business, and go above and beyond in helping us grow."

Jessie Ballantyne - The Grants Hub

"The high standard of professional accounting services by Pursuit Advisers has been crucial in the establishment of a robust financial organisation to meet future opportunities and challenges in our business."

Bill Baker – Lyrebird Villages