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

CONTACT US

LEVEL 2, 102 BEAUFORT ST
PERTH WA 6000

PO BOX 8262
PERTH BUSINESS CENTRE
STIRLING ST
PERTH WA 6849
P +61 8 9228 0700
F +61 8 9228 0706
ADVISOR@ASPENCORP.COM.AU

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