A Self Managed Super Fund gives you greater control over how your retirement savings are invested — but with that control comes real responsibility.
Running an SMSF means taking on the duties of a trustee: an investment strategy, compliance, administration and audit obligations. We help you decide whether an SMSF is right for you, and where it is, we work alongside your accountant and auditor to keep it efficient, compliant and aligned with your long-term goals. Please click on the links below to explore the quandaries most relevant to SMSF trustees:
- I think I'm paying the taxman too much
- I have too much money
- I want to save for a great retirement
- I need to protect what I have worked so hard to build up
- I need more baskets for my eggs
- I don't understand where all my money goes!
- I want to ensure I'm receiving all my entitlements
- I need to control what happens to my money after I die