Your Local Specialist
Are you wondering whether a self-managed super fund is the right choice for you? Perhaps you already have one and need guidance with investments or compliance? Whatever the scenario, ATB Wealth Strategies has an expert SMSF advisor that can help.
Our friendly SMSF specialist team can assist with the set-up or management of your super fund. We believe in empowering you to make informed decisions about your investments, and your wealth creation plan for the future.
Call our SMSF adviser, Sydney, today, and get your wealth creation strategy underway.
Call us and chat with our SMSF specialist advisor about how an SMSF can work for you.
Is an SMSF for Everyone?
While it’s a popular way of securing income for retirement, a self-managed super fund might not be the right option for everyone. By speaking to our SMSF strategic advisors, we can help you work out what’s best for you — and if it’s not a super fund, we can create a wealth strategy that’s more appropriate. You are in control at all times, and we won’t push you down an avenue that you’re not comfortable with.
If an SMSF is suitable, we make sure you’re aware of your responsibilities, and work with you, imparting superannuation advice to help you succeed. We recognise that life and the world of finance and investing has its ups and downs — hence, consider us the umbrella that protects you from the storm.
By understanding your goals, we can tailor financial and SMSF advice — providing the correct wealth creation strategy for you. We take the time to get to know you and what you want to achieve — then build a financial map to guide you there.
Speak to our SMSF experts today.
When you engage expert SMSF advice, we make sure that, you:
- Select the right trustee, have the right trustee model in place and avoid future issues.
- Complete all legally required documents.
- Comply with the law and the annual tax audit, concerning your investment strategy.
- Are confident that your SMSF is suitably set up to serve your best interests in retirement.
- Receive the latest SMSF knowledge, investment insights and technical support as and when you need it.
If you are considering whether an SMSF is right for you, it is important to seek advice. Our financial experts can assist — providing you with information and direction on what your path will look like. Our specialist financial planner and SMSF advisor team help to uncover the best solution.