SELF-MANAGED SUPER FUNDMORE CONTROL OVER YOUR SUPER. A STRATEGY BUILT AROUND YOUR FUTURE.
An SMSF can give you greater flexibility over how your superannuation is managed and invested. We help you understand whether an SMSF is right for you and, where appropriate, create a strategy that works alongside your broader financial plan.
WHAT IS A SMSF?Your super, with
greater control.
A Self-Managed Super Fund (SMSF) is a private superannuation fund managed by its members, who are also the trustees of the fund.
Unlike an industry or retail super fund, an SMSF can provide greater flexibility and control over your investment decisions. Depending on your circumstances and investment strategy, this may include shares, managed investments, cash and property.
With greater control also comes greater responsibility. SMSFs are subject to specific rules, costs and compliance requirements, making it important to understand whether this structure is appropriate before making the move.
IS AN SMSF RIGHT FOR YOU?An SMSF can offer greater control. But that doesn't mean it's right for everyone.
Whether you're considering establishing an SMSF, already have one and want a second opinion, or are approaching retirement and need to reassess your superannuation strategy, we can help you understand your options and make informed decisions about your retirement savings.
Make your super part of the bigger plan.
Get personalised advice on whether an SMSF is right for your circumstances and how it could fit within your broader financial strategy.
