Self Managed Super Funds
Keen to access your super savings before your retirement?
A Self Managed Super Fund (SMSF) is run to build the retirement savings of its members. Members have control over the management, investment and administration of all aspects of the fund. SMSFs are popular due to their ability to purchase property and greater flexibility. While SMSFs are good long term investment tool, your advisor will make sure they are appropriate for you and your situation.
Control your super investments.
A SMSF allows you to take control over your long term investment strategy. You choose the members (you can have up to 4!) along with the investments. Unlike traditional super funds, your fees are capped and not tied to the fund’s balance. When managed correctly you stand to make more and pay less.
Your money, where you want it.
You choose how and where your money is invested. From shares, cash, term deposits and even borrowing funds to purchase property, the choice is yours. By consolidating your super with other members you access a larger pool of funds increasing your capacity for investment opportunities. All earnings flow back to your SMSF’s members.
Setting up your SMSF
We do all the heavy lifting, such as the setup of trust deeds, appointing trustees and rolling your super into your SMSF. We guide you through the our process and partner with you to ensure the ongoing administration and compliance requirements are fulfilled.
You've got questions, we have the answers!
There is no one-size-fits-all answer to the question ‘how much savings do I need to start an SMSF?’. Assessing your current situation with the help of our advisors will allow you to get a clear picture of your options. The process starts by simply chatting with us.