Aspen Corporate Pty Ltd

Financial Planning & Superannuation

TRANSFORMING BUSINESS

Delivering custom

solutions.


A comprehensive and integrated approach that takes into account your complete financial goals while you experience working closely with a team committed to realising your best financial future. From budgeting, superannuation, risk management, investment planning, tax planning, and ongoing review and adjustment.


We provide leading insight and clear actionable steps for implementing effective strategies so you can achieve optimal financial security and success.

  • Financial Planning

    Aspen Corporate's financial planning department evolved to become its own separate entity, Aspen Corporate Financial Planning Pty Ltd, in 2015. Aspen Corporate Financial Planning Pty Ltd is committed to providing a comprehensive range of practical financial planning services to individuals and businesses so they are achieving what is important to them financially. Go to Aspen Corporate Financial Planning Pty Ltd website.

  • SMSF Services

    The Australian Government continues to encourage us to financially prepare for our retirement. For many of us, a key component of this is our superannuation. Self-Managed Superannuation Funds (SMSF) enable the member to obtain a level of control over their investment strategy. However, it is important to properly consider whether a SMSF is right for you.


    With the additional control and flexibility that you obtain through a SMSF there is also greater responsibility. The legislation regarding your superannuation benefits are complex and regularly updated. You are responsible.


    Prior to setting up a SMSF you should consider matters including:

    • The establishment and ongoing costs of running a SMSF
    • Understanding your obligations as a member and trustee. If you get it wrong it is your responsibility and there can be significant consequences. 
    • You will make the investment decisions. These decisions will affect your investment returns. Do you have time? Will your decisions comply with the superannuation and taxation legislation?

    It all sounds a bit daunting. Our professional advisors can assist you with understanding your obligations and help to simplify some of the processes for you including:

    • Establishing your Self-Managed Superannuation Fund 
    • Provide you with administration services through our online portal 
    • Advise on taxation and compliance issues
    • Liaising with your financial planners or referring you to a financial planner 
    • Superannuation Audits
  • Estate Planning

    Estate Planning is more than ensuring a will has been prepared. A well-considered and documented estate plan provides a map of your intentions on how your assets are to be distributed and will help avoid conflict between your estate's beneficiaries.


    In preparing your estate plan there are many factors beyond the preparation of your will that need to be considered, including:

    • Power of attorney (Who makes decisions if you are incapacitated?)
    • Enduring Guardianship (Who makes the medical and lifestyle decisions if you are mentally incapacitated?)
    • Minimising taxation implications on the distribution of assets
    • Testamentary trusts. (These are trusts created through your will that hold assets on behalf of beneficiaries) 
    • Business continuity issues
    • Have you considered how to deal with your non-estate assets?

    To help you achieve your intended outcome, together with you, we consider your circumstances and objectives and formulate a map on how to proceed.  We can then engage legal professionals to provide legal services.

Services that grow with you.

Accounting

Benefit from a team that listens and translates your needs into a forward thinking vision. Driven by the ideal synergy of accounting best practice, attention to detail and analytical adaptability, we balance transparent communication with technology proficiency to dynamically provide the highest-quality financial services and support to clients. With services capability ranging from high-level periodic reviews of your management accounts right through to acting as a completely outsourced finance department.

Business Advisory

Good business advisors combine intuitive business acumen and industry-specific experience to provide sound decision making. We strive to be better, empathically listening to your needs, your goals and leveraging proven problem-solving skills, and strategic thinking to provide high-quality advice and support to those seeking to grow and succeed in their business. Providing tailored and proactive information that is relevant and timely.

Tax

Avoid penalties, plan for the future, and manage risk. Get direct access to the tax expertise and guidance you need to achieve your financial goals. Shift to making informed decisions about your finances, ensure compliance, minimise liabilities and get proactive insight on how to optimise your current structure.

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