Self Managed Super Funds (SMSFs)

An SMSF is a super fund set up just for you (and potentially your family) allowing you to have complete control over your superannuation.

SMSF's can offer a number of benefits. For instance, they will allow you to hold a broader range of assets than you can within a public offer super fund. Asset such as investment properties and structured investment products, as well as more typical super investments such as listed shares and managed funds can be held in an SMSF. An SMSF will also allow you to use your superannuation assets as a deposit for a loan to purchase an asset within the fund (expert legal advise is required here). In addition, their are potential tax benefits and fee savings for large accounts.

We can help you decide if an SMSF is the right super fund for you and then help you establish and run it.