Take Control Of Your Super

Self Managed Super Funds (SMFS)

Increased Control

Flexibility

Tax Benefits

Professional Support

Protect Your Super with Expert Self Managed Super Fund Guidance You Can Trust.

Take Control of Your Retirement with Self Managed Super Funds

A Self Managed Super Fund (SMSF) is a private super fund that you manage yourself. Unlike industry and retail super funds, the members of an SMSF are usually also the trustees, meaning you run it for your benefit and are responsible for complying with super and tax laws.

Some benefits of an SMSF include increased control, flexibility, taxation benefits, and a wide range of investment options. However, managing an SMSF comes with significant responsibilities and risks, making professional advice crucial.

At Aspiram Financial Planning, we provide expert guidance to help you navigate the complexities of managing your own super fund, ensuring you maximize your benefits and comply with all legal requirements.

Why Choose Us?

Comprehensive Expertise

Our team has extensive knowledge of SMSF regulations and best practices to ensure your fund is set up and managed correctly.

Tailored Strategies

We provide personalized advice to match your specific financial situation and retirement objectives.

Ongoing Compliance Support

Stay compliant with all super and tax laws with our continuous support and guidance.

Holistic Approach

We consider your entire financial picture, integrating your SMSF with your broader retirement and investment plans.

FAQ

Frequently asked question.

What is a Self Managed Super Fund (SMSF)?

An SMSF is a private super fund that you manage yourself, giving you control over your superannuation investments and strategy.

What are the benefits of having an SMSF?

Key benefits include increased control over your investments, greater flexibility, potential tax benefits, and the ability to tailor your retirement strategy to your specific needs.

What are the responsibilities of an SMSF trustee?

As an SMSF trustee, you are responsible for all fund decisions, compliance with super and tax laws, and managing the fund’s investments and administration.

How much time does it take to manage an SMSF?

Managing an SMSF can be time-consuming, requiring significant commitment to research investments, stay updated on laws, manage records, and arrange audits. On average, trustees spend over eight hours a month on SMSF management.

Should I seek professional advice for my SMSF?

Yes, professional advice is highly recommended to ensure your SMSF is set up and managed correctly, maximizing benefits and ensuring compliance with all legal obligations.

"I first met Roger while collaborating on securing a commercial property. Over time, we developed a strong professional relationship, and I have entrusted him with many of my clients. As a seasoned financial planner with decades of experience, Roger’s expertise and transparency have made him an invaluable resource for me. I highly recommend him!"

Scott O’Neill

"Roger, Averylle and the team at Aspiram were fantastic to deal with, very professional and knowledgeable, I would recommend anybody looking to discuss their financial needs in regard to transition to retirement, super and insurances to contact the team."

Andrew Carter

"Roger Sousa has been our financial advisor for many years now. Roger and his team at Aspiram Financial Services are very professional, knowledgeable, trustworthy, caring and friendly. Roger's advice is always well received, and we know we can look forward to reaching our financial goals with confidence. Thank you Roger and Team!"

Sylvia B