We work with individuals to help them understand, establish, and manage their superannuation effectively. Our advice focuses on ensuring superannuation strategies are appropriate, compliant, and aligned with long-term retirement objectives.
By combining technical expertise with clear guidance, we support informed decision-making around self-managed super funds and broader superannuation planning.
Assess whether a self-managed super fund is appropriate based on your circumstances, objectives, and responsibilities.
Provide guidance on setting up an SMSF, including structure, compliance requirements, and trustee obligations.
Support clients considering borrowing arrangements or property investment through an SMSF, where appropriate.
Assist with ongoing obligations, reviews, and adjustments to ensure your SMSF remains compliant and aligned with your goals.
Understand Your Position
We begin by taking the time to understand your current financial position, goals, and circumstances.
This includes your income, assets, liabilities, and any key considerations that may impact your planning.
Develop a Clear Strategy
Based on this information, we develop a tailored financial strategy aligned to your objectives.
We explain your options clearly, outline key considerations, and ensure you understand the path forward before any decisions are made.
Implement and Review
Once a strategy is agreed upon, we assist with implementation and provide ongoing support.
As your circumstances change, we review and adjust your plan to ensure it remains appropriate over time.
We understand that financial planning can raise a range of questions. Below are some of the common topics we discuss with clients when planning their personal finances.
No. An SMSF is not suitable for everyone. We help assess whether an SMSF is appropriate based on your financial position, objectives, and willingness to take on trustee responsibilities.
SMSF trustees are responsible for compliance, reporting, and ongoing management. Advice focuses on helping you understand these obligations before making any decisions.
In some cases, borrowing or property investment through an SMSF may be possible. This requires careful consideration of risks, compliance requirements, and suitability.
SMSFs should be reviewed regularly to ensure they remain compliant and aligned with your objectives, particularly when circumstances or legislation changes.
"Simon is fantastic! I would without hesitation recommend him (which I have already) to everyone. He made my wife and I comfortable talking about insurances you hope to don’t have to use, and he was courteous and supportive of what we hoped to achieve. His communication has remained excellent over the years.
Simon and his entire team have been wonderful to deal with."
"We have been using Ascentis Financial Services & in particular Sion Green for a number of years. From the very beginning, Simon's expertise and professionalism were evident.
Simon always takes the time to explain complex concepts in a clear and accessible way, ensuring I always understood his directives.
If you're looking for a financial advisor who truly cares about your financial success, I wholeheartedly recommend Simon."
"I have know this company for over 13 years now. They have been there for me throughout the years and I have always followed their advice. To, the best of my ability. They are trustworthy and have a lot of experience in their field and they have the ability to make things happen for us all."
Contact us to discuss your financial planning needs in a relaxed, no-obligation conversation.
Ascentis Financial Services provides clear, structured financial planning to help Australians make informed decisions and achieve their financial goals.
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Authorised Representative Number 244871 | Professional Investment Services AFSL 234951
