Live & Online Events

23, 24, 26, 27 & 28 April – live across Victoria at Ballarat, Horsham, Cobram, Wodonga and Wangaratta – time and venue details here

Self-managed superannuation fund (SMSF) setup

Did you know you ordinary Australians like you – employees, business owners, everyday mums and dads – can directly control your superannuation and invest in assets like gold, silver, crypto and property? You can via a ‘self-managed super fund’ (SMSF).

So, what is a self-managed super fund? Quite simply, an SMSF is a super fund that you manage yourself. Some people think that this would be too complicated to set up, or that they could not manage it themselves.

We help you see how simple, easy, flexible, and cost-effective SMSFs are to set up and run. 

Remember: it’s your super, it’s your choice. 

Call us to find out more 1300 333 121

We can help you understand

  • With the right support and advice, SMSFs can be simpler to set up and run than you think.
  • They can be cheaper to run than your existing retail or industry funds
  • SMSFs can be safer than your existing retail or industry funds.
  • They are completely flexible and allow you to invest in in a wide variety of investments including negatively geared investment property.
  • SMSFs can be one of the lowest taxed investment vehicles you can use.

Did you know?

  • An SMSF has many advantages, including

    • CONTROL – you have total and direct control over your super;

    • CHOICE – you have a wider range of investment options, including bullion , property and more;

    • SAFETY – you select your risk level with more investment options to choose from;

    • LEVERAGE – you can borrow to buy property;

    • FLEXIBILITY – you manage your super directly, so you can act quickly when needed without having to wait on the phone for hours to speak with your provider, or fill in copious complex forms for everything;

    • TAXATION – 15% tax on income, 10% tax on any capital gains, and can be tax free after age 60;

    • FAMILY WEALTH – the whole family can join the SMSF (up to 6 members); and

    • FEES – once the combined balance in the SMSF is greater than $150,000 your SMSF can be more cost effective to run.