Self-Managed Superannuation
SMSF
Your retirement plan is important to you but it’s also a priority for us.
Self Managed Superannuation Funds (SMSF’s) enable you to control your retirement funds by providing the freedom to make your own investment choices.
Although this option has emerged as a popular choice for many, it can quickly become overwhelming without expert, personalised advice and steady guidance. The set-up and management of an SMSF, and ensuring compliance with Australian Taxation Office (ATO), regulations can also become a time-consuming and confusing minefield.
Although this option has emerged as a popular choice for many, it can quickly become overwhelming without expert, personalised advice and steady guidance. The set-up and management of an SMSF, and ensuring compliance with Australian Taxation Office (ATO), regulations can also become a time-consuming and confusing minefield.
SMSF Set-up
AUSTRALIAN SMSF COMPLIANCE
ATO REGULATIONS
SMSF MANAGEMENT
STRATEGIC SMSF ADVICE
With the Attune team, you can be assured you are in safe hands. Our highly experienced professionals are qualified to handle every aspect of SMSF’s. Attune offers peace-of-mind that your funds will be set up correctly, remain compliant and all relevant financial statements will be prepared accurately.
We work with you to ensure your retirement goals take into account taxation laws surrounding SMSF’s, such as transitioning to retirement and reaching full retirement.
We work with you to ensure your retirement goals take into account taxation laws surrounding SMSF’s, such as transitioning to retirement and reaching full retirement.
Corporate Authorized Representative (CAR)
Our SMSF advice is provided by Mctax Professional (Aust) Pty Ltd T/A Attune Advisory ABN 93 627 015 945 a Corporate Authorised Representative (ASIC No. 1285692) of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
Cedomir Jesic is Limited Authorised Representative (No. 001271342) of Merit Wealth Pty Ltd, ASFL No 409361 | ABN 89 125 557 002
Cedomir Jesic is Limited Authorised Representative (No. 001271342) of Merit Wealth Pty Ltd, ASFL No 409361 | ABN 89 125 557 002
Links
General Advice
Attune Advisory, its directors and employees do not accept any liability for the results of any actions taken or not taken on the basis of information in this website, or for any negligent misstatements, errors or omissions.
This website is made without consideration of any specific client’s investment objectives, financial situation or needs. Those acting upon such information without first consulting one of Attune's advisors do so entirely at their own risk.
Information supplied by clients and other users of the site will be available to certain employees of Attune Advisory.
It is recommended that any persons who wish to act upon this website consult with Attune Advisory staff before doing so.
If you have any questions or concerns, please contact the team.
This website is made without consideration of any specific client’s investment objectives, financial situation or needs. Those acting upon such information without first consulting one of Attune's advisors do so entirely at their own risk.
Information supplied by clients and other users of the site will be available to certain employees of Attune Advisory.
It is recommended that any persons who wish to act upon this website consult with Attune Advisory staff before doing so.
If you have any questions or concerns, please contact the team.
Client Testimonial
Cedomir and the team have taken the administrative burden out of operating a SMSF. Their current and up to date system and tools gives us comfort that all is above board while also heling us understanding how each of our investments are performing. This allows us to make well informed decisions.
Phil – SMSF Member, Perth WA
