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SMSF overview

A guide to SMSF

While you get more control, you also have more responsibility. Find out if an SMSF is right for you.

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Setting up an SMSF

Find exactly what you need to do and some options for setting up your SMSF.

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Building an SMSF portfolio

Here you’ll find plenty of options to invest and borrow, along with avenues to protect your investments and plenty of help and advice.

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Setting up an SMSF

Getting advice

Getting advice and information

If you are not sure about what’s involved in setting up an SMSF or you want to help setting up your investment strategy, you can always get advice and investment services from a professional.

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Establishing an SMSF

Establishing an SMSF

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.

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Get the A to Z at the ATO

Get the A to Z at the ATO

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.

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SMSF products and solutions

Cash

Managing and tracking your cash flow is made simple and easy with our cash account. We also offer term deposits, providing you a fixed return on your medium to long term cash holding.

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Investing

You have a number of investment options available to you with your SMSF. You simply need to think about the level of risk that’s right for you and the goals you are trying to achieve.

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Borrowing

You can use your SMSF to borrow for investment purposes, such as property or shares.

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Protecting

It's important you protect yourself, your family and your investments. You can find options that safeguard your lifestyle should something unforeseen happen.

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Advice

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.

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Support and FAQs

For more information or advice on whether an SMSF is right for you, contact one of our financial planners.

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Find answers to the most frequently asked questions about SMSFs and a range of other topics.

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If you’re a financial planner or accountant, you can find out more about the products and services offered to SMSFs by visiting CommSec Adviser Services.