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Self-Managed Super Funds (SMSF)

Self-managed super

Choosing to manage your own retirement savings brings with it significant benefits and responsibilities. 

Considering your own SMSF?

If you are thinking about setting up a SMSF, you should first find out about:

  • the legal responsibilities that will apply to you and any other members of your fund
  • your obligations which include separating SMSF assets from personal assets, preparing and implementing an investment strategy and the reporting/lodgement requirements imposed by the regulator and the Australian Taxation Office
  • the costs associated with running a SMSF, together with the possible time commitment involved.

Talk to us about whether a SMSF is right for you.

Need help with your existing SMSF?

If you already operate your own SMSF, we can assist with:

  • reviewing your fund’s investment strategy for compliance with legislation
  • reviewing the composition of your fund’s assets for related party or in-house issues
  • determining the most appropriate method for allocating fund assets between members
  • preparing pension strategies and reviewing pension types allowed by the Trust Deed
  • harmonizing your estate plan with your SMSF
  • simplified SMSF administration

If you would like more information about self-managed super please contact us.