Family Law Superannuation Consulting
Aspley Jandera Super Specialists has been providing superannuation consulting services to family law practitioners since the introduction of the super splitting laws in 2002.
In addition to providing these services, we have been actively involved in educating professionals on family law superannuation issues.
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Experience, knowledge and expertise
With over 20 years of superannuation experience, particularly in the area of self managed super funds, Aspley Jandera Super Specialists are well placed to partner with you and your client.
Our technical knowledge can assist you in navigating many of the risks superannuation splitting introduces to family law matters.
Managing our own client base ensures that we can effectively communicate important issues to your client and identify strategies which they may be able to implement to improve their own personal outcomes.
Our own Australian Financial Services Licence
Aspley Jandera Super Specialists has its own Australian Financial Services Licence (AFSL# 284888). Not only are we qualified to give superannuation advice but we are also licensed to do so. Having our own licence gives us the ability and freedom to provide a service that is unique to most other financial services organisations.
Family law superannuation valuations
Aspley Jandera Super Specialists is commonly called upon to provide superannuation valuations. These mainly involve defined benefit funds and self managed super funds. The latter being the most commonly requested. In valuing self managed super funds we also provide a checklist of additional issues that need to be considered and reviewed. This often involves reviewing some of the investments and investment strategies of the fund as well as the compliance documents of the fund.
Consulting
We are increasingly being asked to review the superannuation implications and outcomes of the agreements between the parties. Superannuation being a complex environment practitioners are becoming more aware of the need to consider the tax and financial outcomes of the agreements are they are drafting.
Post settlement self managed superannuation fund services
Aspley Jandera Super Specialists provides assistance to the trustees of self manages super funds to implement the agreements reached with regarding to splitting and rolling out a member’s interest. Our assistance includes advising the trustees on their responsibilities in carrying out the splits and rollovers as well as drafting the necessary documentation and ensuring the processes occur in accordance with the regulations.
Financial advising
Aspley Jandera Super Specialists often provides full financial planning services to either of the parties following settlement. Following divorce there are many financial, superannuation, mortgage and estate issues that need to be addressed and renewed. Family law clients appreciate our ability to integrate all of these issues and develop a fresh financial strategy for their new personal situation.
Other services
Aspley Jandera Super Specialists, through Aspley Jandera Financial Services has the necessary experience and licence to provide complete financial, insurance and investment advice. We are thus able to put superannuation in context with the client’s general personal financial position and develop strategies that integrate all these separate areas.
Consulting and fee for service
We are a consulting based firm and have therefore developed a fee for service business. Our consulting and fee for service model applies to all areas of our financial services business. A unique concept in providing both financial advice and mortgage broking services.
If you have burning superannuation questions or issues please feel free to take advantage of our Superannuation Forum or bring them along to one our next seminars or workshops. Alternatively please feel free to contact our office on 1300 79 10 69.
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