Is a SMSF right for me?

Self Managed Superannuation Funds (“SMSFs”) are the fastest growing sector of Australian superannuation.

One of the main reasons for this is that people, like you, want to take greater control of their retirement savings.

We work with many SMSF Trustees and can help you to understand the benefits of self managed superannuation and whether a SMSF might be the right option for you.

Here are some reasons why tens of thousands of people have taken matters into their own hands:

  • Access to a wider range of investment options;
  • Flexibility to implement effective tax strategies;
  • Structure of some retail fund fees may discriminate against those with higher fund balances;
  • A desire to create certainty from an uncertain environment

PHONE us on 02 6056 4866​

Noel and Merron

“The staff are helpful, friendly and patient with excellent communication skills, giving an up to date informed service.”

Noel & Merron George, Carry On Super Fund

Some things to consider before setting up a SMSF:

  • Do you have an interest in controlling/managing your own fund?
  • Do you have a long term investing mentality or are you more about the ‘quick return’?
  • Have your previous investment attempts been successful?
  • Do you have life and disability insurance cover in your existing super fund that requires review?
  • Are you happy for us to help you establish good record keeping?
  • Do you have assets to invest now? Are you looking to invest in the near future?

If you agree with most of the above questions, then maybe it is time to look a little deeper into the SMSF world.

How can ATS help you?

We give you the confidence to take control of your financial future by:

  • Assisting you to set up a new SMSF (including all of the required documents and registrations).
  • Looking after the reporting & compliance – you can rest assured that your tax and other obligations are all in order.
  • Providing proactive investment advice and strategies to minimise tax and maximise growth.
  • Ensuring that the Audit is in accordance with Superannuation regulations.

Our team of Accountants and accredited SMSF Advisers can answer all of your questions.

Want more information? Contact us for a no obligation assessment. I'm considering setting up a SMSF or I need help with my SMSF

VISIT 19 Stanley St, Wodonga

PO Box 1003, Wodonga, 3689

PHONE us on 02 6056 4866​

FAX us on 02 6056 6780​

EMAIL the team

mail@atspartners.com.au