Self Managed Superannuation Funds

Like other superannuation funds, SMSFs are a way of saving for your retirement. The difference between an SMSF and other types of funds is that, generally, the members of an SMSF are also the trustees. This means the members of the SMSF run it for their own benefit.

SMSFs are not for everyone and you should think carefully before deciding to set one up. It is a major financial decision and you need to have the time and skills to do it. There may be better options for your superannuation savings. Either way you should get professional advice.

SMSFs common advantages over retail offering are:

  • Higher level of control on investments.

  • Broader range of available investments – e.g. real estate properties, structured investments etc.

  • Potentially a lower fee structure than retail or industry superannuation funds 

  • Higher level of flexibility in Estate Planning e.g. child super pension option, death payment options etc.

Our specialist advisers will work closely with other professionals such as accountants and lawyers to help you get the most out of your fund. Your investment strategy will be created based on the short and long term goals of your fund as well as the needs of your members.

There are also many technical strategies available. Our role is to identify the ones that will benefit you and your fund and then implement them efficiently and accurately.