Self Managed Superannuation

Are you thinking about a self managed super fund or SMSF? We can help, we have the answers to your SMSF questions and can provide the appropriate SMSF solution tailored to you.

An SMSF is a self managed super fund, which allows you to manage your own retirement savings.

Things to consider

Do you have enough time, knowledge and skills to manage your own super an meet your legal and other obligations.

Do you need the additional benefits an SMSF can provide?

Do you have enough super to make an SMSF cost-effective?

More investment control

More investment choice

One fund for the family

Ability to borrow to make larger investments

Potential tax savings

Greater estate planning certainty and flexibility

Choose a trustee structure

Obtain a trust deed

Sign trustee declarations

Register with the ATO

Open a bank account

Record members’ TFNs

Prepare an investment strategy

Accept contributions and rollovers

Plan for the future

Appoint professionals

We can offer guidance and help if you need it.

Is an SMSF right for you or your family?

Getting the set-up right.

Ensuring compliance with investment, insurance and ongoing obligations.

Making the most of your SMSF.

Understanding alternative investments.

Retirement Planning.

Estate planning considerations.

ATO SMSF Series

This series of videos from the Australian Tax Office gives a good overview of what is involved with running a self-managed superannuation fund.

Super Changes For Individuals

Retirement and Conditions of Release

Related Party Transactions

Arm’s Length

What's involved with an SMSF?

Borrowing & Limited Recourse Arrangements

In-House Assets

SMSF annual obligations