SMSF
PATS can assist you in bolstering your superannuation by helping you locate and consolidate any lost super, ensuring you make the most of every cent as you prepare for retirement. We handle all facets of Self-Managed Super Funds (SMSF), from fund structure and setup to rollovers of existing SMSFs, investment strategy, as well as administration and compliance.
Regain control of your superannuation with PATS SMSF.
Allow us to establish your SMSF while you retain autonomy over your investments. With ITP Accounting Professionals SMSF, you face no limitations on banks or investments—the decision is entirely yours.
OUR SMSF SERVICES
THE PATS SMSF DIFFERENCE
We’re determined to help our clients thrive and grow. We act in your best interest, providing professional, compliant and considered advice. Always.
We support a wide range of investments, banks, brokers and platforms – perfect to give you the choice you want from your SMSF.
You’ll have access to expert advice from PATS’s team of qualified accountants, financial planners and lending consultants at your disposal. Ideal if you are considering property within your SMSF.
Ongoing support from our central SMSF office to assist with all your SMSF needs.
Best possible service at the best possible price. We strive to provide you with a high level of service and value.
YOUR NEW SMSF
We arrange your SMSF Trust Deed (and trustee company where applicable)
Let’s get to know each other - usually, this is done via an initial phone call.
We register your new SMSF with the ATO
to allow us to understand your position, requirements, and objectives.
We prepare your SMSF Investment Strategy document
Now we’ve been introduced, we can talk about the finer details for your financial plan.
We make it easy to open the bank account of your choice
and go through in detail our financial planning strategy for you.
We provide you with a contributions guide
We’ll show you the easiest way to start contributing to your new SMSF.
We provide you with 24/7 access to your fund*
We provide you with access to our online client portal which you can use to easily track your super contributions and fund performance.
*Available as part of the PATS SMSF administration package
The information contained in this site is general information only made available to residents of Australia. It has not been prepared taking into account any person’s particular needs, financial situation or objectives and should not be relied upon as a substitute for financial, accounting, legal, tax or other specialist advice. It is not intended to be a recommendation, offer or invitation to take up any financial product. You should seek advice from an appropriately qualified professional on whether the information is appropriate for your particular needs, financial situation and objectives.
WITH OUR AFFILIATION
