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The greatest
compliment you can
give is the referral
of your associates

CASE STUDIES  
SMSF Case studies under 40 SMSF Case studies 40-55 SMSF Case studies over 50
TESTIMONIALS

Video testimonial by
Warren Del Grande,
owner of Lugarno Pharmacy


Click on the link to view the video
video

"It gave me the flexibility to access and invest my super exactly where I wanted too, that being a rural property adjacent to one of existing properties. The process had significantly more legal documentation and costs were a little higher than expected but all was dealt with but SMSF with ease. Two advantages, firstly to give the super fund the access to funds to purchase the property and secondly the significant tax advantage. As with any self-managed investment there is some simple administrative activities required by myself, SMSF support and co-ordinate the required reporting."

Robert Beatty
Freshstart Bakeries Australia/New Zealand
"Prior to starting our own business our employment history had been generally as casuals. As we pursued our careers and travelled to better our qualifications time quickly caught up, we where in our mid thirties with next to no superannuation savings. Five years quickly past as we established our own small business and meeting the businesses operating costs was the priority over our own superannuation.
 
Suddenly 40 and the “penny dropped” on securing our financial future for retirement. That’s where Luke Atkins and SMSF presented an easy pathway for us to create our own Self Managed Super Fund.
 
Using Luke’s guidance, within 2 years we have not only caught up to our peers, but surpassed them in the value of our superannuation portfolio. "

Ben & Cassandra Jenkinson
Learn to Swim School proprietors

Swim School

"I would like to thank you for the recent finalisation of our SMSF Wills. I found your knowledge and expertise in developing our SMSF Wills extremely comforting. We found that we were, prior to your workshop, very ignorant of the necessity for these documents.

We now find ourselves very content in the knowledge that our estates are in good hands and comprehensively set down. I have and will continue to recommend SMSF Consultants to friends and family.

Thank you Luke for accepting to be our accountant and co-executor for both our Family Wills and importantly our SMSF Wills."

Glenn J Vigar
owner of Cosmopolitan Protection Security Pty Ltd

“Luke has always been very professional in his approach
and is prepared to ask questions to improve his knowledge
of the SMSF area for the betterment of his clients. I have the
highest regard for Luke's professionalism and integrity.”

Andy O'Meagher,
Act2 Solutions Pty Ltd

Andy

“I went to SMSF Consultants with the objective of increasing my super but not knowing how. I also wanted to purchase my business premises but never thought my super fund was an option.

Through the correct structure I’ve increased the value of my SMSF by 30%, saved $12,400 on stamp duty
and receive an annual tax saving of $16,500. My objectives have been well and truly met. It was great I
could do this without changing my accountant.”

Paul Azcona, MISIR Australia Pty Ltd.

“Luke Atkins is a very impressive & experienced professional specialising in Self Managed Superannuation Fund (SMSF) advice, administration & control, compliance, and management. I have had the pleasure in overlapping with him with Family Estate Planning matters including SMSF Estate Planning.

Luke has a very good understanding of this area of law. He has a passionate desire to assist his clients to make the very best use of their SMSFs so that they can happily retire, maintain the standard of life style that they choose, and also rest peacefully at night knowing that their affairs are fully up to date and complying with the laws.

Luke ensures that his clients fully understand all about what can be accomplished with a well maintained SMSF, and they also understand how correct structuring of their estate planning now can provide massive tax advantages to those they wish to provide their legacy to when they are gone. But Hey, just don’t take my word for it. Take the time to chat with Luke on the subject. I am sure you will be impressed!”

Shane Ellis
Senior Consulting Lawyer
SMSF Law

  Shane
SMSF Consultants | 77 Willarong Road Caringbah, NSW 2229 PO Box 2608, Taren Point NSW 2229
p 02 8536 4444 | m 0422 964 426 | e info@smsf-consultants.com.au
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