Welcome to My Own Super Fund
My Own Super Fund holds an Australian Financial Services Licence (AFSL No. 280072) from the Australian Securities & Investments Commission (ASIC) that allows us to deal in superannuation and basic deposit products. We are not licensed to provide general or personal financial advice, however, we are able to provide factual information. My Own Super Fund operates entirely within Australia, and does not administer SMSFs offshore.
Mark Phillips and Dale Rowley are the directors and co-founders of My Own Super Fund, and have in excess of fifty years’ combined experience in the Australian superannuation and financial services industry.
We differ from other SMSF providers in the following ways:
- Cost effective, full service SMSF administration – we provide a full range of SMSF services at a competitive cost that is lower than what many of our competitors charge for a limited service;
- Regular processing – we ensure that your fund’s records and investments are always up to date by processing transactions throughout the year, not just at the end of the financial year;
- SMSF specialists – we are an independently owned business focused solely on providing services to SMSFs. We do not have any conflicts of interest and do not have any interest or incentive in providing you with additional products;
- Onshore administration – unlike some competitors, we undertake all administration activities at our offices in Australia. We believe this provides greater client protection by ensuring all client data is managed securely in accordance with Australian protocols. It also means we are readily accessible, with our clients able to call us at any time if they need to discuss any aspect of their fund. Alternatively clients that live locally are able visit our offices in person to discuss any issue.
There are many benefits to running your own superannuation fund, however, there are also many associated responsibilities. Our objective is to help you meet all your legislative and compliance obligations and provide you with greater peace of mind.
Mark is a member of the SMSF Professionals’ Association of Australia (SPAA), a member of the National Tax & Accountants’ Association (NTAA) and a Registered Tax Agent specialising in superannuation. In addition Mark holds both a Bachelor of Business (Accounting) and a Graduate Diploma in Financial Planning.
Mark has been employed by, and worked as a consultant for, a number of leading fund managers and superannuation funds within Australia, including Aviva, Merrill Lynch Investment Managers, IOOF Investment Management and Plum Financial Services.
Mark’s other passions include following the mighty Bombers, being heavily involved in the running of the local cricket club, spending time with family and friends, and undertaking major projects around the home[/person]
In addition Dale has extensive specialist experience with self-managed superannuation funds. At Perpetual, Dale was responsible for the preparation of financial accounts, tax returns and regulatory returns for a large number of SMSF clients, while at the ISC he carried out compliance audits on SMSFs for the Government regulator. Dale holds a Diploma of Financial Planning, a Graduate Diploma of Applied Finance & Investment, a Bachelor of Economics majoring in Accounting & Finance, and a Masters of Business Administration (MBA) from the Melbourne Business School. Dale is a Fellow of the Financial Services Institute of Australasia (Finsia). In his spare time Dale can be found spending time with his wife and two children, as well as coaching junior football and reliving his glory days playing social Australian Rules. Dale enjoys camping and cycling, and looks forward to the day that the Carlton Football Club returns to the top of the ladder. Linda is responsible for ensuring our clients’ funds are kept up to date on a weekly basis, and follows up on all missing and outstanding items. Linda also coordinates the preparation of annual accounts, schedules the independent audits, and tracks the lodgement of statutory documents to ensure all deadlines are met. Linda has recently resurrected her knitting skills with the pending arrival of her first grandchild, and is also enjoying the extra time now that her youngest child has started university. Linda has a passion for travelling and is also looking forward to spending more time with her husband and growing family.
