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SMSF Services

At Sal’s House, we understand that managing a Self-Managed Super Fund (SMSF) can be complex and time-consuming. With our in-house SMSF expert, we’re equipped to provide a full suite of services designed to simplify the process and ensure your fund remains compliant and optimised for your retirement goals.

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Andy Giobbi

Andy Giobbi

With a diverse skill set spanning accounting, financial planning, and mortgage brokerage,
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Shaun Ralph

Shaun Ralph

Shaun has more than 15 years’ experience working in public practice as well as acting as V-CFO in multiple industries including health,
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Pam Munro

Pam Munro

Pam brings a wealth of experience in the field of Finance to Sal’s House. Her extensive background in Bookkeeping, Office Management,
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Elsa Howarth

Elsa Howarth

With over 20 years of experience in the accounting profession, Elsa is a highly skilled and well-rounded CPA,
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Alvin Yap

Alvin Yap

Alvin finished his Bachelor of Commerce ( Accounting)/ Bachelor of International Business, Diploma of Languages (Chinese)  at Griffith University.
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Markeeta Matthews

Markeeta Matthews

Markeeta is a highly experienced and dedicated Account Manager for Bookkeeping at Sal’s House.
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Our SMSF Services Include:

  • SMSF Establishment: Assisting with the setup of your SMSF, including structuring, documentation, and compliance with regulatory requirements.
  • Ongoing Administration: Managing day-to-day operations, transaction processing, and maintaining accurate records to ensure seamless administration.
  • Compliance and Taxation: Preparing and lodging annual financial statements and tax returns, ensuring adherence to the latest superannuation laws and regulations.
  • Audit Coordination: Arranging independent audits to meet annual compliance obligations, providing peace of mind that your fund adheres to all legal requirements.
  • Investment Strategy Support: Collaborating with financial advisors to ensure your compliance obligations are met.
  • Pension Implementation and Management: Assisting with the implementation and management of pension phases, ensuring efficiency, tax effectiveness and compliance.
  • Wind-Up Services: Providing guidance and assistance in the efficient closure of your SMSF when required.
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Our dedicated SMSF specialist is committed to delivering personalised service tailored to your unique needs. We leverage the latest technology to provide timely and accurate reporting.

Partner with Sal’s House for expert SMSF services that empower you to take control of your superannuation with confidence.

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Andy Giobbi

With a diverse skill set spanning accounting, financial planning, and mortgage brokerage, Andy brings over 8 years of expertise to Sal’s House. Andy is committed to providing his clients with comprehensive financial solutions that encompass their entire financial picture.

At the core of Andy’s philosophy is the belief that a good adviser doesn’t just guide you through numbers, but also through building the right mindset for success. It’s about combining financial know-how with a positive, goal-oriented attitude to guide clients towards their achievements, no matter what stage in life they are at.

Shaun Ralph

Shaun has more than 15 years’ experience working in public practice as well as acting as V-CFO in multiple industries including health, entertainment, construction, and IT. In public practice, Shaun’s experience ranges from structuring/ tax advice and business services to advisory engagements including monthly reporting, financial forecasts, and valuations.

Known for his outside the box thinking and client first mentality, Shaun has become an integral part of his clients’ finance team and the first call made when making a business decision.

Shaun’s modus operandi is to be the trusted advisor for business owners through all stages of business; from humble beginnings, through ramp-up stage and to maturity.

Pam Munro

Pam brings a wealth of experience in the field of Finance to Sal’s House. Her extensive background in Bookkeeping, Office Management, and Human Resources across various industries suggests a well-rounded expertise. Being a registered BAS agent and Commissioner of Declarations further highlights her commitment to professional standards and attention to detail.

Pam’s can-do attitude, organisational skills, and problem-solving abilities make her a valuable asset in optimising business processes. Her passion for writing and implementing policies and procedures lends to a proactive approach to streamlining efficiencies within a business. This not only contributes to operational effectiveness but also allows key personnel to focus on their strengths and enhance client satisfaction.

Pam’s holistic approach to business management prioritises employee well-being and fosters a positive and productive work culture by creating a dynamic environment, encouraging development and innovation, and maintaining a harmonious balance between work and family life.

Elsa Howarth

With over 20 years of experience in the accounting profession, Elsa is a highly skilled and well-rounded CPA, recognised for her expertise in Self-Managed Superannuation Funds (SMSFs), compliance and strategic planning.

As a qualified SMSF Specialist Adviser, she brings a depth of knowledge and insight to her clients, offering tailored solutions across all facets of SMSF management, from regulatory compliance to retirement planning.

Elsa’s professional strengths extend to general accounting, asset protection, estate planning, and business structuring.

Known for her exceptional attention to detail, commitment to excellence, and personable approach, Elsa combines technical acumen with outstanding interpersonal skills. She builds long-term relationships founded on trust, professionalism, and a deep understanding of each client’s unique financial goals.

Alvin Yap

Alvin finished his Bachelor of Commerce ( Accounting)/ Bachelor of International Business, Diploma of Languages (Chinese)  at Griffith University. Alvin started working in public accounting in 2019 locally on the Gold Coast before joining Sal’s House. Alvin assists and supports managers, senior accountants, and the firm with their client’s work. Concurrently, Alvin is learning and gaining valuable experience in accounting and business operations.
 
Alvin enjoys being in such a supportive working environment. At Sal’s House there is a great mentorship program to help Alvin grow his skills and knowledge. With the support of the entire Sal’s House team.
 
Alvin enjoys watching and playing basketball with friends, spending quality time with family and friends, and trying out new food and different flavours of bubble tea!

Markeeta Matthews

Markeeta is a highly experienced and dedicated Account Manager for Bookkeeping at Sal’s House. Her 15 years of bookkeeping experience, attention to detail, and problem-solving skills make her a valuable asset to both the business and its clients.

Markeeta has the ability to form close professional relationships by treating all clients and tasks with the same level of importance, she ensures a high standard of service across the board. Her belief in making staff and clients feel valued is crucial for fostering a positive work environment and client satisfaction.

Additionally, Markeeta’s focus on training and providing resources for staff underscores her commitment to the development of the team. This approach not only enhances individual skills but also contributes to the overall efficiency and effectiveness of the team in delivering top-notch services.