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

OUR OFFICE WILL BE OPEN FROM 8.30AM TO 5PM, HOWEVER THE RECEPTION SWITCHBOARD WILL BE UNATTENDED AFTER 2.30PM AS WE HAVE REDUCED STAFF NUMBERS IN THE OFFICE TO HELP PROMOTE SELF-ISOLATION, AND MINIMISE THE SPREAD OF COVID-19. 

OUR LANDLINE WILL NOT BE ATTENDED OUTSIDE THESE HOURS. PLEASE USE THE MOBILE NUMBERS OF YOUR ASPEN CORPORATE ADVISOR BELOW.

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