Is An Smsf Right For You Checklist

Not sure if a self managed superannuation fund (SMSF) is the right structure for you to save for your retirement? Take our quick checklist below to see if it would be a good fit for you and what your next action steps are on your path to taking control of your super and planning for your future.

First Name

Last Name

Email Address

Section 1: Your Goals & Motivations

What are you top three financial goals for retirement?

Why are you considering an SMSF?

Section 2: Financial Position & Suitability

Do you have at least $250,000 in combined super savings? (Recommended minimum)

Yes No

Do you currently have a financial planner or accountant?

Yes No, but I need one No, I want to manage it myself

Are you comfortable making investment decisions?

Yes, I have investment experience Somewhat, but I need guidance No, I prefer to rely on professionals

Section 3: Risk & Compliance Considerations

Are you aware that an SMSF requires ongoing compliance and reporting?

Yes, I'm prepared for the responsibility Somewhat, but I'd like more clarity No, I assumed it was 'set and forget'

Would you prefer a managed SMSF service or a DIY approach?

Fully managed - I want experts to handle compliance /admin Hybrid - I'll make investment decisions but get help with admin DIY - I want full control

Section 4: Action Plan

What's your next step?

Book a free SMSF consultation with McConachie Stedman Research more about investment options Talk to my accountant or financial planner Start setting up an SMSF this year