Self-Managed Super Fund
Brilliant…in the right circumstances
A Self-Managed Super Fund offers the ultimate in investment flexibility and has a huge take-up by people who want to be able to control what their superfund invests in.
But it isn’t for everyone. The investments might not deliver the returns you expect and the administrative requirements, including the obligation to provide an annual audit and tax return, cannot be ignored.
How much income will my super provide?
Download our free calculator.
Understanding your situation
Our starting point will always be “is an SMSF right for you?”
You might have specific assets you want included in a superfund, such as a property or collectibles. You might be self-employed and want to purchase your business premises so that your rent goes into your super and not to a third-party. You might have inherited some money or sold a business.
Whether an SMSF is the right solution for you will depend on your circumstances. Our job is to help you make the right decision.
How we can help
If an SMSF is right for you, we can assist with setting up your SMSF and managing the investments. We can also connect you to a specialist SMSF administrator, or work with your existing accountant, to establish the SMSF Deed and handle the financial statements, audit and lodge the annual accounts.
If, on the other hand, an SMSF isn’t right, an industry or retail superfund may offer sufficient flexibility without the administrative burden and with lower costs, so we’ll discuss these too.
Do you already have an SMSF set-up and need help with its management, or are you looking to set one up for the first time?
Latest Financial Planning News
All our latest financial planning news and insights at a glance. Subscribe to our newsletter for regular updates directly into your inbox.
The popularity of SMSFs continues to grow. However, taking on the role of trustee means there are responsibilities you must act on. If you don’t, you risk your fund being non-compliant or may suffer terrible consequences for your estate.
"We want to eventually retire to the coast so we will buy a property in our self-managed superfund and rent it out in the meantime. The value of the property will rise over time and when we’re ready to retire we’ll just move in.” We’ve heard this statement many...
Anthony Picone & James Weir, Directors and Co-Founders of Steward Wealth, have been named as ifa Excellence Award finalists for SMSF Adviser & Industry Thought Leader of the Year.