Superannuation and SMSF

Is a Self-Managed Super Fund (SMSF) a better investment alternative for you?

Whether you require general investment advice, are looking to create a cohesive investment or retirement strategy, or you are considering adding a Self-Managed Super Fund (SMSF) to your portfolio, we can assist you.

Q: Not sure what exactly a Self-Managed Super Fund (SMSF) is, how it differs from basic super or whether or not it is right for you?

A: A SMSF allows you to manage your own superannuation under a set of rules and regulations defined by the ATO.

Our investment, compliance and administration experts can assist you in understanding and managing SMSF related requirements.

To find out more about incorporating SMSF’s into your retirement planning, please read our Smart Guide to Retirement Planning. 

To arrange a confidential discussion designed to get your Super working harder for you, get in touch with us today.

Is an SMSF right for you?
  1. Benefits and structure of an SMSF
  2. Understanding your role as the trustee
  3. SMSF Prerequisites
  4. Set up, fees and charges
  5. and more
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