Self managed superannuation

For more than a decade Self Managed Super Funds (SMSF’s) have been the fastest growing segment of superannuation. According to ATO statistics at December 2008, there were about 400,000 SMSFs with over 770,000 members self managing over $320 billion in assets.

Self managed super funds, also known as DIY super funds, provide a favourably taxed structure in which you can determine and manage your own superannuation investments for retirement. But in return for these tax concessions the fund must be run according to legislative requirements.

SMSF’s are a highly regulated area and there are many traps for the unaware so it’s important you seek the right advice and understand both the costs and benefits before establishing an SMSF.

If you’re looking for more control over your superannuation, a wider range of investment choices, and greater tax effectiveness then an SMSF may be right for you.

We'll give you practical advice about operating an SMSF including your legal obligations as a trustee. We also provide specialist financial planning advice in the areas of SMSF establishment, SMSF investments, pension strategies and estate planning.

Contact us to find out more about our SMSF service.