Financial Services
Self-managed Super Fund (SMSF)

We help you grow your super and consolidate lost super to maximize your retirement savings. We handle SMSF structure, setup, rollovers, investment strategy, administration, and compliance. We are not financial planner but we can help to setup SMSF and management, making the process stress-free.
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SMSF Audit

Super fund audit can be complex for some SMSFs. We help with SMSF audit through our experienced, ASIC-approved SMSF auditor.
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Trust Account Audit

Drawing from our broad experience auditing Trust Accounts for accountants and real estate, we offer efficient audit services. Our comprehensive approach ensures meticulous examination of all financial records and transactions, providing accurate and timely reporting. By employing advanced auditing techniques and leveraging cutting-edge technology, we strive to identify any discrepancies or areas of concern promptly. Furthermore, our expert team offers personalized recommendations to enhance compliance and optimize financial management practices. Partnering with us guarantees transparency, reliability, and peace of mind, knowing your trust accounts are in proficient hands.
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Loans

We offer specialized loans tailored to meet your financial needs, whether you're looking to invest in a Self-Managed Super Fund (SMSF) or purchase a new home. Our SMSF loans are designed to help you maximize your retirement savings by allowing you to borrow for property investment within your superannuation. Meanwhile, our home loans come with flexible options to suit first-time buyers, refinancing homeowners, or those seeking to upgrade their living space. Reach out to us today to explore how we can assist in achieving your financial goals.

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Financial Audit and Assurance

At HEVEN LIFE Accounting & Audit Services, we offer expert tax planning and preparation services tailored to your individual needs. Our knowledgeable accountants stay updated on the latest tax laws to ensure you maximise your deductions and minimise your tax liability. Let us handle the complexities of tax season while you focus on what you do best.

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FAQs

Can you help me set up a Self-Managed Super Fund (SMSF)?

Yes, we assist with SMSF setup, rollover, investment strategy, and ongoing management—making the process stress-free.

Do you provide SMSF and Trust Account audit services?

Yes, we offer SMSF audits through ASIC-approved auditors and efficient Trust Account audits for real estate and accounting firms.

What types of loans do you offer?

We provide SMSF property loans and flexible home loans tailored to your financial goals.