Self Managed Super

Is Your Current Super Going Nowhere?

It’s worrying to see your super funds going nowhere fast.  You ask yourself whether a self managed super fund is going to give you more money to live on in your retirement.

Will Self Managed Super Give You More Control?

Maybe you’re thinking that a self managed super fund will give you greater peace of mind and control over your investments. The only hitch is working out what’s involved and whether you can navigate the complex rules of self managed super and stay compliant. You need someone to help you be clear about the regulations and help you get the paperwork right. You’d like to talk with an accountant who is not trying to sell you something, but instead can help you with the administration side of things and liaise with your financial planner.

The Right Level of Help for You?

You might enjoy managing all the paperwork as a retirement project. You might just need an experienced guide every now and then. Maybe you just want to make the investment decisions and have all the paperwork managed for you. You need an accountant who is happy to be flexible and give you the support you need when you need it. Someone who can step in and help if your circumstances change.

How Aston Can Help

Establishment of your SMSF and Corporate Trustee

Administration of your SMSF

Financial Statements, Tax Return and Minutes

Pension Strategies for Accounts Based Pensions and Transition to Retirement Pensions

Recontribution and Lump Sum strategies

Access to Independent Audit and Actuarial Services

Advice on SMSF matters including Borrowing, GST and Capital Gains Tax

Boyd Wrightson

/ Senior Financial Planner CFP®

“Astons have looked after our tax affairs on a personal, corporate and SMSF basis for many years. My dealings with Helen Warnock and Melissa De Largie have always been both pleasant and professional with any queries taken care of in a very efficient and timely manner. As a financial planner I deal with many business and private clients who need the direction and advice of a good accounting firm, I have no hesitation recommending them to Astons.”

Ron Day

Property Developer

“My family and myself have been associated with Aston Accountants since 1994 and over the years Aston have taken care of our businesses and self managed super fund. Melissa has been invaluable to the growth of our entities over this period of time. She is always up to date with the taxation laws and rules and making sure our BAS’s and personal taxes are on time. I would highly recommend Melissa and the Aston team to anyone.”

Aston Accountants is a Corporate Authorised Representative (No. 1250222) of SMSF Advisors Network Pty Ltd ABN 64 155 907 681 AFSL 430062.

Enquire about our SMSF Services