A Self managed super fund (SMSF) is a great way to take control of where your retirement savings are being invested. To help you reach your goals and grow your wealth, we’ve built a comprehensive range of SMSF-friendly tools and information.
Once you’ve decided who will be the members of the SMSF, you will need to obtain a trust deed to outline the rules of the fund, as well as formulate an investment strategy, appoint signatories and create fund and member records.
It’s wise to be fully informed when setting up an SMSF. A really helpful place to learn more is at the ATO website. There you’ll find comprehensive and detailed information on everything you need to know about SMSFs.
Setting up and managing an SMSF can be complicated, so it’s important you obtain the right advice along the way. Our financial planners can help to guide you and ensure you’re on the right track towards growing your wealth.