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Self-Managed Super Funds (SMSF)

Is it right for you?

Have you been wondering lately if a self managed super fund (SMSF) could be the right choice for you?

As SMSF Specialist Advisers™ and experts in self-managed super for over 20 years, we can help you determine the best way to move forward.

What exactly is a self managed super fund?

To understand SMSF, you first need to understand super. Superannuation is, at its core, a tax-effective investment structure. There are restriction on when you can access your money as ultimately Superannuation has been designed to provide for your retirement.

Retail and industry super funds invest your money into many things, such as shares, bonds and managed funds. An SMSF provides all of that and the ability to invest in direct investments such as property as well. It allows you to create investment strategies, choose your own investments, and borrow to invest, as well as manage tax within super more effectively.

How we can help

Managing your own super gives you control of your financial future, but can be time-consuming and complex. Our role is to partner with you and provide advice and guidance on your investment strategy and investment selection. Additionally, we help manage the day-to-day paperwork, arrange your annual audit and tax returns, and ensure compliance is appropriately considered – so you have time to focus on what’s important to you.

    Let's discuss your needs

    Put yourself on the path to financial success. Speak to one of our expert advisers today to discover how we can help you.