Get Peace of Mind with Xperion Self Managed Superannuation Fund

Let’s face it, super can be tricky. Self-Managed Superannuation Funds (SMSFs) even more so. While they offer more control and flexibility for you, most people find the management, compliance, and regulation side of an SMSF a headache they’d rather not think about. The team at Xperion make it simple.

Starting Your SMSF

Typically you’ll have a bunch of questions when starting an SMSF. Questions like “How much do I need to get started?” and “How do I transfer my existing super?”. Working with Xperion means you’ll get access to a friendly team who knows you by name. We’ll help you set up your fund without the hassles. Xperion can take care of the starting stage because we understand the ins and outs of superannuation regulation and compliance.

Get started with SMSF

Running Your SMSF

You can’t do it all yourself, running a SMSF requires some help. Our friendly team are experts in the management of SMSFs and will take this burden off you. Xperion will handle your year-end accounting and tax requirements, process your financial information and ensure you comply with stringent SMSF rules and regulations. To put it simply, it will be a weight lifted off your shoulders.

See what we can do with your SMSF

Investing Your SMSF

Growing the funds in your SMSF depends on your strategy, how much you want to invest and what you invest in. This can be confusing for most people, who simply don’t know which way to turn. Here at Xperion, our mission is to make the complex stuff less complicated. We’ll guide you on all aspects of your SMSF and refer you to a friendly financial planner who can provide advice on what you can and can’t invest in. You can relax knowing your super is taken care of.

Get the most of your SMSF

Closing Your SMSF

Winding up an SMSF is not without its complications so it’s vital that you work with a qualified advisor. Our team can help you navigate this journey. In fact, this is exactly what we love to do – work through the nitty-gritty details to ensure you get everything you deserve.

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