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Self-Managed Super

Take control of your super.

Self-Managed Super Funds give you greater flexibility and control over your retirement savings, and a real sense of ownership over your financial future.

Modern apartment building representing SMSF property investment

Investment options

Invest with intent.

Depending on your strategy and compliance with superannuation laws, an SMSF can invest across a broad range of assets.

What your fund can invest inBroad & flexible
Term deposits
Secure, predictable returns.
Shares
Australian and international markets.
Managed funds & unit trusts
Professionally managed portfolios.
Cryptocurrencies
Where it fits your strategy.
Property
Residential and commercial.
Collectables
And other permitted assets.

Borrowing to invest. SMSFs may also borrow to acquire certain assets through a Limited Recourse Borrowing Arrangement (LRBA), commonly used to purchase commercial property. Implemented correctly and with appropriate advice, this can open additional opportunities.

SMSF services

The entire process, handled.

We manage the full lifecycle of your fund, from establishment through to ongoing annual compliance, so your fund always meets its regulatory requirements.

EstablishGet set up
Fund establishment
Setting up your SMSF correctly from day one.
Administer & complyEvery year, handled
Financial statements
Prepared annually to standard.
Income tax returns
Annual SMSF returns, lodged.
Independent audit
We coordinate the external audit.
Pension documentation
Everything required to start and run a pension.
Valuations & title searches
Market valuations and property title searches.
Actuarial certificates
Arranged where required.
Compliance obligations
All other regulatory requirements, managed.

Your super, your call

Considering an SMSF?

Book your initial consultation, in person in Smithfield or remotely wherever you are.

Speak with our SMSF team