Self Managed Superannuation Funds (SMSF)
Take Control of Your Super
Have you ever thought about having your own Self Managed Superannuation Fund? For many people, establishing and managing a Self Managed Superannuation Fund (SMSF) can seem complicated, but our team of SMSF specialists make the process simple and straightforward. We provide guidance on the decisions you need to make and work with you to ensure your investments are tailored to plan for and secure your future years to come.
A Self Managed Superannuation Fund (SMSF) is a structure used to help people save money for retirement. Unlike other superannuation funds,
SMSFs are independently managed, so the owners of these funds have control over their investments and ultimately their retirement savings.
Investment Flexibility
You can choose the type of investments you want for your superannuation fund. This
flexibility allows SMSF members to actively manage their investments.
Investment Control
You can decide how best to invest your superannuation fund’s assets to match the members' own risk
profile.
You can tailor the distribution of benefits payable on death in the most tax effective manner for your
dependants. Sophisticated strategies are available for complex estate planning situations.
Like other superannuation funds, a SMSF has the lowest tax rates of any structure in Australia with a
maximum tax rate of 15%.
Asset Protection
As your superannuation entitlements are protected from your creditors, you can use your fund to
protect at least some of your wealth.
Borrowing
Superannuation funds are now permitted to borrow money under a Limited
Recourse Borrowing Arrangement to purchase an investment.
For those members nearing pension phase, a SMSF allows the most seamless
transition from accumulation into flexible income streams.