Aspley Jandera Super Specialists taps into over 20 years of experience dealing with and advising on superannuation issues. Our expertise and specialist knowledge is put to work developing superannuation strategies from the most basic to the very complex.
Our services are split into three distinct sections:
1. Superannuation Consulting
Our specialists consult on all manner of superannuation issues. These include:
- Investment strategies;
- Contribution strategies;
- Pension and retirement planning;
- Tax planning;
- Estate; and
- Insurance planning.
Our specialists are also involved in running regular seminars to raise awareness of superannuation, its importance and its benefits in retirement.
2. Family Law Superannuation Consulting
We have dedicated professionals familiar with the Family Law Superannuation Splitting laws. They provide family law valuations on superannuation funds, particularly self managed super funds. Our specialist are also often involved in determining the impact of proposed superannuation agreements and make themselves available to work in with practitioners to structure appropriate financial outcomes.
Once again our consultants run regular presentations on superannuation and family law issues, raising their awareness and improving the outcomes clients. In addition to this, our consultants are also qualified financial advisers and often assist with rebuilding the financial position of a client following a family law dispute.
3. Self managed super fund services
Most of our long term client relationships are held through work our consultants have done in establishing or upgrading a self managed super fund. Our services in this relate are closely related with those offered through our consulting services with additional benefits of the following upfront and ongoing services:
- Establishing a self managed super fund;
- Development of an appropriate investment strategy;
- Ongoing investment management and advice;
- Annual fund compliance and accounting services.
New web service - DIY Super - Your Choice
In the coming months we will be offering a DIY service available to anyone looking to set up a superannuation fund. You will be able to apply for your own public fund, i.e. through Colonial or AMP, or set up your own self managed super fund.
The benefit of doing this will be that all upfront entry fees will be rebated and you will be able to set up your own self managed super fund without the cost of advice where you are comfortable in doing so. You will have access to broking and other investment services. You will also have access to insurance companies allowing you to choose who you want to place your policies through.
With regard to self managed super funds, you will also have access to an accounting and audit service to ensure these annual responsibilities are met.
A newsletter and general information will also be available and you will only ever be a phone call away should you require professional adviser which can be provided on an as needed basis.
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