Why get advice for your SMSF?
Choosing an SMSF doesn’t mean you have to go it alone. Our specialist financial planners can partner with you to help navigate the rules, manage the risks and work strategically to optimise your fund’s performance.
Whether you're considering setting up your SMSF, wanting to make your existing assets work harder, or looking for answers on transitioning to retirement, our planners can help.
- Expertise: Our planners are specially trained to give you guidance that's right for your SMSF
- Partnership: Your planner works alongside you, involving you in the entire process
- Choice: Your planner will recommend the best insurance and investment options for you, which may include those on offer from other institutions
- Transparency: The entire planning process, including any costs will be clearly explained
Do more with your SMSF
Portfolio - Get a single view of shares, cash and property to build your investment strategy.
Products - Access a range of products to help you manage and invest your retirement savings.
Services - Learn how to set up and run your SMSF, get industry news and financial advice.
Support - Get the product support you need from our trained SMSF specialist team.
Things you should know:
This information is prepared by Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945. Registered office: Ground Floor, Tower 1, 201 Sussex Street, Sydney, NSW 2000. For terms and conditions of the products mentioned, please visit any of our branches, or call us on 1800 138 363, Monday to Friday, 8.30am to 5.30pm AEST.
CommInsure is a registered business name of The Colonial Mutual Life Assurance Society Limited ABN 12 004 021 809 (CMLA). CMLA is a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia. SMSF Plan is part of CommInsure Protection. The Product Disclosure Statements (PDS) for CommInsure Protection and CommInsure Guaranteed Annuities are issued by CMLA.
The information contained may include general advice but does not take into account the investment objectives, financial situation and needs of any particular individual or trustee of a self-managed super fund. You should assess with the help of legal, financial and taxation advice, whether the information is appropriate in light of your own circumstances before acting on it.