Self-Managed Superannuation Funds

Self-Managed Superannuation Funds

Self-Managed Superannuation Funds

Our SMSF specialists can help you manage your own retirement

A self-managed super fund (SMSF) is your own personal superannuation fund that gives you greater control over how your money is invested. This could be an ideal option for DIY investors who prefer to make their own investment choices for their retirement, rather than leaving the management of their superannuation in the hands of others.

There are many advantages of SMSFs when compared to other forms of superannuation, including greater freedom and control, tax benefits and cost effectiveness. But of course, they are not suited to everyone.
 
At AR Advisors, we have a team of dedicated and experienced SMSF specialists who establish self-managed superannuation funds that are seamless and efficient. We combine advanced technology with personal, expert advice to provide a comprehensive value-for-money service for our clients.

AR Advisors is an Authorised Representative of The SMSF Expert Pty Ltd, ABN 17 155 686 356, AFSL No. 445113.

SMSF Strategic Advice

We are SMSF specialists recognised by Chartered Accountants Australia and New Zealand (CAANZ).  The proactive strategic advice we provide to our SMSF clients distinguishes us from many other accountants.

We provide advice on:

  • End of year contributions – both concessional and non-concessional
  • Account based pensions (ABP) and transition to retirement (TTR) pensions
  • Limited Recourse Borrowing Arrangements
  • Transfer of business real property
  • Taxation of death benefits
  • Re-contribution strategies
  • Investment strategies
  • Lump Sum withdrawals
  • Receiving death benefits
  • Wind up of an SMSF
  • Intergenerational and succession planning

SMSF Compliance and Audit

As a Trustee of a self-managed super fund, it is your responsibility to ensure that the year-end compliance and audit requirements of your SMSF have been met. We can help with this and minimise your exposure to risk.

We use the most up-to-date technology and software to ensure completing this work is efficient and cost effective, with a minimal amount of information required from you.

Auditing an SMSF is complex and may only be undertaken by authorised ASIC registered auditors. Through building a trusted relationship with our auditor, the team at AR Advisors are well positioned to help our clients navigate their way through these intricate issues. Our clients enjoy peace of mind knowing that any issues with their financial statements have been dealt with prior to audit.

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We provide independent expert advice and guidance to help you to think ahead and plan better, in order to secure your future using innovative business solutions to maximise opportunities.