Self Managed Superannuation Funds (SMSF)

A Self Managed Super Fund (SMSF) can be a great way for you to take control and ownership of your superannuation monies and to provide for your retirement. With over 15 years’ experience of working with clients to set up and manage their own SMSF, we are able to help you decide whether a SMSF is suitable, or if there are better options for your superannuation savings.

A SMSF isn’t for everyone, but they are an increasingly popular way for people to take control of their retirement planning. It enables the trustee to make decisions which are suitable and beneficial to the members; this is their point of difference from traditional retail and industry super funds, which make decisions based on group requirements.

At SMSF Strategic Advisors we can provide advice specific to your needs. We can help you establish a SMSF, and provide strategic, financial planning and investment advice to ensure you maximize the use of your SMSF. We can also assess your personal situation and advise if an SMSF is not suitable for you. Some of the benefits of owning a SMSF include:

  1. Choice in being able to invest in assets which are not available in a retail or industry super fund. Eg direct property and being able to do active share trading.
  2. Control over your superannuation monies and retirement planning. Having the opportunity to make active decisions about where and what to invest in, building a strategy tailored to your specific needs, at different stages of your life.
  3. Flexibility to make changes, to suit the prevailing investment conditions and circumstances, which can be integrated with effective tax strategies.
  4. Transparency on performance and returns by your investments. You’re in control and can monitor and see how investments are performing, at all times.

The performance and responsibilities of owning a SMSF is dependent on the trustees. You can use professionals like accountants and financial planners to assist you in performing your trustee duties. Owning a SMSF gives you the power and autonomy to be actively involved in managing your own superannuation and planning for your retirement. There are risks inherent with this, which is why SMSFs are not suitable for everyone.

Two Common SMSF Mistakes

At SMSF Strategic Advisors we can provide advice on a range of matters to deal with SMSFs, including their creation, investment strategy and financial planning advice. We do not do SMSF administration. For more information contact Rita Zappulla on (07) 4225 5428 or info@smsfsa.com.au

General Advice Disclaimer - The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances.

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