A self-managed superanuation fund (SMSF) is a way you can save for retirement. SMSFs are different to other super funds because they're run by you. An SMSF will give you more control over your super and retirement planning, but it’s important to understand there are many responsibilities that come with being a trustee and many complexities associated with investing. 

The benefits of an SMSF

  • More control over your super—You make the key decisions and decide where to invest your money.

  • Flexibility and choice—You construct your fund's investment strategy and enjoy more investment options, including cash and term deposits, direct shares, managed funds, property and more.

 

  • Potential tax advantages—Tax savings depend on your personal circumstances and investment strategy.

  • Cost efficiencies—You can pool your super with family or other fund members to create cost savings.

Common questions to consider:

  • Can I manage this myself?

  • What are my legal and tax obligations?

  • Are there benefits in creatinig a SMSF?

We can help by:

  • Reviewing the performance of your current super fund in relation to your goals

  • Making recommendations based on your goals and circumstances.

  • Recommending alternative fund providers - superannuation products.

  • Setting up a SMSF on your behalf

Disclaimer:

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Self Managed Super Fund (SMSF)

SMSF-You can't do it all yourself