Key reasons why you might choose to establish a Self-Managed Super Fund (SMSF).

In our experience, SMSFs are popular with Australian investors who are seeking:

  • Choice – to access a wide range of investment options.

  • Control – to pool family assets, make active decisions to grow wealth for retirement and build a strategy for their beneficiaries and their own later years.

  • Flexibility – to change investments and the structure of their super as needed, and to implement effective tax strategies.

  • Transparency – to have greater visibility over how their investments are tracking.

While this list is not exhaustive, it’s also important to note that we generally recommend clients have a minimum of $300,000 in combined retirement assets before considering setting up a Self-Managed Super Fund, to ensure you can get the most from it.