SERVICES SFSM

Self-Managed Super Funds (SMSF)

Automate your bills and debt reduction so you can focus on moving forward financially.

Most people keep their Superannuation with a Fund that is managed by a third party. An alternative to this is a Self-Managed Super Fund (SMSF) which you manage yourself. Typically, this type of Super Fund is popular with those who own a business or who are self-employed. Since the introduction of Super Choice rules in 2005, more and more Australians are choosing to start up their own SMSF. A SMSF provides benefits for retirees in the same way as a third party managed Super Fund. While SMSFs are free from some regulations placed on regular Super Funds, it’s important to understand there are additional SMSF rules and restrictions that must be followed.

Our Services

GETTING STARTED WITH SMSF

Getting started with setting up an SMSF can be daunting as there are mandatory steps, rules and regulations. We make it easy!

BUYING SMSF INVESTMENT PROPERTIES

Find out how you can use your super to invest in property with our SMSF experts.

SMSF ADMINISTRATION

Ongoing SMSF administration responsibilities as trustee? We can provide the right SMSF administration solution for you.

SMSF DIRECT INVESTMENT

SMSFs allow you to invest directly in your own chosen combination of investments. Take advantage of SMSF direct investments.

SMSF PROPERTIES

Interested in SMSF Properties? We can help you through the SMSF investment process and provide the specific level advice you require.

RETIREMENT PLANNING

Achieve more with your super for a comfortable retirement. Take control and maximise the performance of your superannuation.

FINANCIAL PLANNING

Take the proactive approach to your financial future and achieve the lifestyle you desire now and in retirement.

MYWEALTH

Achieve more with your wealth. Our MyWealth app gives you access to your whole financial world through your phone or tablet.