SMSF Advice

Considering setting up a Self-Managed Superannuation Fund (SMSF)? Navigate your own super and take control of your future finances with expert advice.

There are many reasons why you might want to set up a Self-Managed Super Fund (SMSF). It might be because you don’t like paying the fees that some super fund managers charge, or that you want to invest in direct property or shares. You could want more flexibility and choice with your investments or estate planning options, or you could simply want to control your own future finances.

Whatever the reason, it’s extremely important you get professional, SMSF specific advice when deciding whether an SMSF is right for you. When making your decision, there are a few key things worth considering.

What To Consider Before Getting an SMSF

  • How many members the fund will have 
  • Whether these members are allowed to be members of the fund
  • What the structure will be – Corporate versus Individual Trustees
  • The correct set up of trust deeds and other applicable structures
  • The creation and implementation of an investment and insurance strategy
  • Cost
  • Legal and compliance obligations of running an SMSF
  • Understanding and adhering to superannuation & SMSF rules
  • Staying up to date with any changes that are made in the future

There are many more considerations you’ll go through with our SMSF advice accountants. The above should, however, give you an idea of what it takes to run an SMSF and whether it’s right for you.

SMSF Financial Advice

An SMSF is a great way to build wealth for your retirement as it gives you control of your own finances. There are multiple ways you can go about running an SMSF. You can run your SMSF like a business and employ professional Melbourne SMSF advice accountants to help with the day-to-day running of the SMSF and advise you where applicable, or you can do most of it yourself. While there are special cases where people can completely run their SMSF on their own, it’s generally a good idea to get advice from experts, especially in the initial stages of your SMSF.

Why You Need SMSF Advice

There is a lot that goes into running a superannuation fund. The process of setting up an SMSF alone can be complex, and running it efficiently so that it will bring you profit and financial security in the long term takes time, commitment, and a thorough understanding of the process and your investments. This is why getting SMSF specific advice from experienced professionals is so valuable.

Our Melbourne team will not only ensure that your SMSF works for you but will be there every step of the way to ensure that you meet your obligations and don’t get into any legal trouble along the way. We will also be able to advise you if and when the laws and rules surrounding superannuation and SMSF funds change. Even if your SMSF is running smoothly, we can advise you on new directions and how to optimise your fund.


Years of Experience

Deep Industry Knowledge

Friendly Team of Experts

Reliable and high-quality work

Ready to set up an SMSF?

Ready to set up an SMSF?