Roger Boghani

Self-Managed Super Funds

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Take control of your super with a Self-Managed Super Funds.

If you’re looking for more control and flexibility to plan for your future, SMSFs may be the right option to grow your wealth for your retirement. TTR (transition to retirement) or early self-funded retirement at the age of 60 may help you to build your wealth while saving tax on your investment through SMSFs.

Dealing with all the rules and regulations for your SMSFs can be pretty tough and eat up a lot of your time. But if you let Roger Boghani take care of some or all of your SMSFs paperwork, you can relax knowing that you are in safe hands. Imagine being the boss of your financial future, making your money work just the way you want it to. Well, that’s the magic of a self-managed superannuation fund (SMSFs).

SMSFs, is like having your own financial playground where you can choose how to grow your money, whether investing in shares, managed funds, real estate property, high-interest-paying term deposits, crypto, antique cars and paintings, gold, bonds, or even investing in the international market. It’s your retirement plan, customised by you, for you. Sounds pretty great, doesn’t it? Explore the possibilities with experienced self-managed super fund advisors like Roger Boghani to ensure your SMSFs strategy aligns with your financial goals.

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Self-Managed Super Funds.

SMSFs set up

We can help you set up your SMSFs as per your investment needs, including setting up a bare/custodian trust and trustee during the process of borrowing for an investment property. We can also help set up simple SMSFs with trustees to buy other investments such as shares, managed funds, crypto, etc. where there is no borrowing requirement. Engage experienced self-managed super fund advisors to ensure a seamless and customised setup process aligned with your financial goals.


We can help your SMSFs remain compliant. We prepare SMSFs financial reports, member statements, pension documents, and tax returns and work with an independent external auditor.

Planning & strategy

With the right planning and strategy for SMSFs, you can have your desired retirement. Planning and strategy include deciding on the right amount of superannuation and the timing of retirement.

Retire Life Ready

Roger Boghani tax & business services is here to help Australians to retire when and how they choose with confidence and certainty.

Helping You To Identify, Setup And Manage Your SMSFs

Secure your financial future with a Self-Managed Superannuation Fund (SMSFs). Your superannuation is a significant part of your savings, and an SMSFs gives you control. Think of it as your personalised retirement plan, tailored to your needs. You have the freedom to choose and manage your investments, which can be cost-effective. Plus, potential tax benefits await, depending on your situation. Enjoy the satisfaction of watching your retirement savings grow, all while your SMSFs assets remain shielded from financial troubles. It’s a smart move to take charge of your retirement planning with experienced self-managed super fund advisors.

Personalised Retirement Planning

Having SMSFs gives you the control, ability, and flexibility to customise your retirement time however you want to spend it.

Investment Freedom

It gives you the freedom to choose and manage your investments, potentially with tax advantages.

Financial Security

Your SMSFs safeguards your retirement savings from financial instability.

Benefits of Self Managed Superannuation Funds

Benefits of Self Managed Superannuation Funds

  • We’ll assist you in choosing the perfect superannuation tax and accounting solutions that suit your unique needs.
  • Superannuation ranks as the second-largest asset for many Australians, just after their family homes.
  • Superannuation allows you to save and invest money during your working years, ensuring you have the financial means to support your retirement. Consulting with experienced self-managed super fund advisors can further enhance your understanding and management of your superannuation, optimising your financial strategy for retirement.
  • Increasing numbers of individuals are recognising the potential for taking control of their significant investments through Self Managed Superannuation Funds (SMSFs).
  • SMSFs offer the freedom to decide where and how to invest your superannuation funds, aiming for optimal returns. This unlocks diverse investment options, including property, fixed interest, direct shares, wholesale managed funds, derivatives, and alternative investments.
  • SMSFs provide tax advantages, with a maximum tax rate of just 15% on contributions and earnings, provided the fund complies with regulations.
  • Your SMSFs assets are safeguarded from bankruptcy and legal claims, offering you peace of mind and security for your financial future.

Supporting Your Growth in Every Aspect

  • We assist in crafting retirement plans that align with your unique needs and objectives, recognising that retirement marks a distinct phase in life.
  • We break down retirement planning into three key phases:
  • This phase centres on strategies to accumulate assets for retirement.
  • During retirement, our focus shifts to optimising pension and investment structures, ultimately maximising your financial outcomes.
  • Here, the emphasis is on safeguarding assets and ensuring optimal financial outcomes for your intended beneficiaries. Effective estate planning is vital to prevent reduced wealth for beneficiaries and minimise unnecessary taxation liabilities.
crafting retirement plans

Comprehensive Services

We offer a range of retirement and estate planning services including:

  • Crafting income streams that suit your retirement needs.
  • Optimising the structures for pensions and investments.
  • Implementing strategies to manage capital gains tax.
  • Helping to find out your eligibility for Centrelink benefits.
  • Providing expert advice on taxation matters related to retirement and estate planning.
  • Strategies to protect your assets.
  • Ensuring efficient and equitable distribution of assets.
  • Maximising financial outcomes for your chosen beneficiaries.

Our Services

Helping your business to comply and prosper!

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