Self-Managed Super Funds

Is DIY super the way to go?

Self-Managed Superannuation Funds (SMSF) are a popular choice for people who want more control over their retirement savings. And with good reason. An SMSF might be right for you if you’re looking for:

  • More control and greater flexibility with your investments
  • Less / lower fees than traditional industry and retail super funds
  • Better performance, on average, than other kinds of super funds.

Learn more about:

We can help you decide

If you’re thinking about an SMSF but you’re not sure whether it’s right for you we can help you decide. And if it’s right way to go, we can help you to:

Establish your SMSF

  • Prepare your SMSF’s trust deed
  • Complete and lodge your ATO application forms
  • Provide trustee declarations
  • Complete binding death nomination forms that provide guidance on how members want their assets distributed

Administer your SMSF

  • Prepare and lodge your SMSF’s annual income tax and regulatory returns
  • Prepare your SMSF’s annual financial statements
  • Prepare all necessary minutes of meetings
  • Prepare all paperwork required to start and administer pensions within your SMSF

Invest in your SMSF through

  • Property investment
  • Listed shares
  • Bonds
  • Listed Investment Companies
  • Managed Funds
  • Exchange Traded Funds
  • Limited Recourse Borrowing

Want to know if an SMSF is right for you?

If you’d like to know more about starting an SMSF and what we can do to support your decision, call us today on 02 9533 7599