Self-Managed Superannuation Funds

A SMSF is a flexible, controlled method of investing with the ability to access more options with reduced costs. Sit down with staff and design a SMSF that meets your needs. Atr offer self-managed superannuation advice that's truly objective and take great pride in tailoring this service to you. This means the only consideration we have when giving you superannuation advice is what’s best for now, looking towards the future. From the establishment of a SMSF, to the preparation and lodgement of income tax returns and financial statements, we'll help look after everything including:

  • Administration of self-managed superannuation funds
  • Preparation of financial statements, income tax & regulatory returns
  • Retirement planning
  • Compliance and risk management
  • Pre- and post-retirement strategies
  • Investment strategies and implementation
  • Asset protection
  • SMSF rules and regulations
  • Income streams
  • Employer Termination Payments (ETP) advice
  • Rectifying breaches of legislation
  • Estate planning - assisting trustees to understand their obligations
  • Taxation issues (including capital gains tax)