Self managed superannuation

A Financial Services Partners Adviser may provide advice on self managed superannuation as a part of your financial plan. They have access to comprehensive and independent research that helps them decide which superannuation strategies are right for you.

What is a Self Managed Superannuation Fund (SMSF)

You can be the trustee of your own superannuation fund via a Self Managed Superannuation Fund (SMSF). This means you will be responsible for the ongoing management of the fund. It involves making investment decisions and ensuring the fund complies with relevant legislation.

Before you decide to set up an SMSF, make sure you understand your ongoing obligations and responsibilities as a trustee. You need to have the time and skills to meet these requirements.

SMSFs are regulated by the Australian Taxation Office (ATO). The ATO requires all new trustees to sign a Trustee Declaration stating they understand the roles and responsibilities of being an SMSF trustee.

What kind of goals can an SMSF be used for?

An SMSF is suitable for people who:

  • wish to build retirement savings
  • have sufficient assets in superannuation to make the strategy viable (generally a minimum of $200,000)
  • want to buy property inside their superannuation fund
  • have the time, knowledge and expertise to manage the fund.

Compared to many other superannuation funds, an SMSF can provide control, cost savings, wider investment choice and flexibility.

Your Financial Services Partners Adviser can determine if a SMSF is right for you, after they consider your needs and objectives. They can also determine which SMSF strategies will best meet your needs.

Talk to us about how a SMSF might work for you

If you are ready to see how an SMSF can work for you, we can match you with a suitable Financial Services Partners Adviser who will be happy to begin working with you to create a financial plan that's right for you.

To get started, please use our adviser matching service.

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Sydney NSW 2000

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ABN: 15 089 512 587