AR Advisors 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
We understand Estate Planning may be confronting and emotional for clients’ which is why our staff are trained to deal with this aspect of your financial portfolio with sensitivity and professionalism.
Even though it may be challenging, it’s important to future proof your legacy for yourself and for future generations. It’s simply a strategy to ensure that what you’ve worked hard for remains intact and in place for the next generation.
will talk you through the options and ask you to consider:
- how you would like your assets to be managed, should something happen to you;
- a proactive approach to mitigating risks by personal estate management; and
- how you can secure a financial future for the next generation.
In conjunction with your Estate Planning Lawyer, AR Advisors
can review your structure and develop strategies to ensure that an effective Estate Plan is in order. This provides peace of mind for the individual and protects your family and business interests should any unforeseen happen.
use Altimus SMSF Solutions
to provide an efficient, cost effective back office solution.
As a Trustee of a SMSF, it is your responsibility to ensure that the year end compliance and audit requirements of your SMSF have been met.
At AR Advisors we are committed to assisting our clients with this process. We use the most up to date technology and software to ensure completing this work is efficient, cost effective and can be undertaken with a minimal amount of information required from you.
Because we take the time to get to know our clients and have adopted a well organised, proactive approach to business, we make meeting your compliance obligations seamless and efficient while minimising your costs and any risk exposure.
Auditing a SMSF is complex and may only be undertaken by authorised ASIC registered auditors.
Through building a trusted relationship with our auditor, 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 issue with their financial statements has been dealt with prior to audit.
Because we have a long standing relationship with our Auditor, we have been able to negotiate competitive audit fees for all of our funds.