SMSF Accountant

Build Wealth and Protect Your Retirement

SMSF Accountant

Maintaining compliance, managing administration and understanding SMSFs can be challenging — but it doesn’t need to be if you have ATB Wealth’s SMSF accountant in your corner. Our expert team are also financial advisors, so can ensure your SMSF complements your financial plan to grow your wealth for a secure future. We will guide you through your investments and assets — enabling you to make informed decisions.

Having an advisor you can trust to play a key role in helping you grow investments and allocate your assets is worth its weight in gold — and with ATB Wealth’s SMSF accounting, that is exactly what you get. We take the time to educate you, advise you, and make sure all reporting is timely and correct.

Whether it’s starting and setting up an SMSF, or helping you drive your vision to create a strategic wealth plan, we know what it takes. Our accounting and administration systems ensure that all projections and taxation issues are in hand and that your SMSF is running smoothly.

The Australian Tax Office (ATO) is paying increasing attention to the way SMSFs are run and audited.

You can have peace of mind that no matter how diverse your super fund is, adherence to the guidelines and requirements of the ATO will be met.

ATB Wealth strategies put your interests at the heart of everything we do for you. Our SMSF Accountants, Sydney, are not only strategists, financial advisors and SMSF experts — they also help you build a wealth creation plan for financial security for you and your loved ones.

Speak to our SMSF accounting team today and put your financial plan in motion.

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The Benefits of SMSF Investment

SMSFs or self-managed super funds are an efficient and effective tool to create wealth for your golden years. Some of the benefits include:

Competitive tax rates for income and contributions of 15%, and capital gains taxed at 10% or sometimes, no tax at all.
Diversity of investments including shares, bonds, residential and commercial property, and other assets.
The ability to borrow to invest in real estate.

This makes an SMSF tax-efficient when it comes to investing your money. However, as we previously mentioned, it comes with challenges regarding managing regulations and compliance, which are constantly changing. ATB Wealth’s SMSF accountants can step in and ensure you receive the benefits without the headaches.

Our Parramatta based SMSF Accountants, Sydney, are waiting to help you today, so give us a call.

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SMSF Accounting from ATB Wealth Strategies

As your local SMSF accountants, we will take care of all aspects of managing your super fund — ensuring it’s up to date in respect of administration, compliance and audits. We also constantly review the SMSF and advise you of ways to improve your investment to grow your wealth for the future. Our financial advisor and accountant will help you create a sound strategy and financial plan so your retirement will be a time you can enjoy.

Some of the functions we carry out include:

Determining what investments are best for you from the perspective of taxation.
Explaining the regulations and rules of an SMSF — without jargon.
Providing clear and concise advice about diversifying your investments — and the tax implications that might accompany them.
Completing administration tasks for your SMSF.
Registration and compliance with ATO requirements.
Audits.
Investments advise and help to diversify your fund.
Setting up of new funds.
Help to acquire property for the fund and ensure it meets ATO rules.
Providing all taxation and accountancy needs for your SMSF.
Help with planning or transitioning for retirement.
… and more.

At ATB Wealth, we’re so much more than an SMSF Accountant, we are also financial advisors with a passion for helping our clients achieve their financial dreams. We can help you put a strategy in place to take care of yourself and your family, and build wealth for now and the future.