Self Managed Super Fund SMSF
Invest your way with a SMSF.
Unlock greater control with a SMSF
Self-managed super funds (SMSF) allow you to save for retirement with complete control over how your super is invested.
It’s important to know that SMSFs are not for everyone. They offer unique benefits in certain situations.
With a SMSF, you are held responsible for complying with the super and tax laws. It's a major decision and you need to have professionals working alongside you to help run it. For most Australians, a SMSF is not the best option.
Benefits of a SMSF
Wide investment choice
Estate planning flexibility
Can borrow to invest
Why use an Advisor?
A SMSF requires knowledge of tax and super laws, as well as sound investment advice, support for compliance, among other things.
It’s important to work with a Financial Advisor, along with an accountant, to ensure that you’re eligible for a SMSF, set up and maintain your SMSF appropriately—so that you achieve your goals.
Please note that SMSFs incur higher fees to set up and maintain than other super options.
Implement the Strategy
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Meet our Team
Know who you can trust.
Implement the Strategy
Turn personal advice in action.
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Go forth and prosper in life.
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