SMSF Specialists

SMSF Specialists

SELF MANAGED SUPERANNUATION FUNDS (SMSF) SPECIALISTS

Mark Giglia, Adam Passmore, Jason Barbetti and Kris Elliot are authorised representatives of The SMSF Expert Pty Ltd - Australian Financial Services Licence No 445113.

A SMSF is your own personal Superannuation Fund that gives you greater control over how your Superannuation 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 SMSF 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. The experts at AR Advisors use their associated company AR Super Advisors Pty Ltd to assist you and discuss your options to ensure a SMSF is the right choice for you. Contact an experienced SMSF specialist here to find out more.

Talk to us about

  • Establishing a SMSF
  • Strategic Advice
  • Estate Planning
  • Administration Services
  • Compliance

For other services such as Auditing or Financial Advice, we can refer you to one of our trusted partners.

Please click on the name below for the Financial Services Guide (FSG)

Forming a SMSF

A Self Managed Superannuation Fund (SMSF) gives you more control over how you manage your own Superannuation. This form of superannuation has become increasingly popular with people who are concerned about how their existing Superannuation is being handled and the associated costs of being under management.

At AR Advisors we establish Self Managed Superannuation Funds which are seamless and efficient. We combine advanced technology with personal expert advice to provide a comprehensive, efficient and value for money service for our clients.

Strategic Advice

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

Estate 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.

The process

AR Advisors 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.

Admin Service

AR Advisors use Altimus SMSF Solutions to provide an efficient, cost effective back office solution.

Compliance/Audit

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.

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