Financial Planning:

Self Managed Super Fund (SMSF) Advice

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Self Managed Super Fund (SMSF) Advice

A self managed super fund or SMSF is, as the name suggests, your own private super fund which you manage yourself. It is an option for those who want to have complete control over their super. However there is a lot to consider before you open an SMSF, both financially and legally.

Our team has extensive experience with providing advice on SMSFs, helping you decide whether an SMSF is appropriate for your circumstances. Should you decide that an SMSF is an option you want to engage, we can guide you through all components involved in setting up an SMSF, from establishment and naming trustees, to providing advice on investment strategies for the fund.

Contact us today to discuss your SMSF options with one of our financial planners.

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