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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

How we can help

Making the choice

Making the choice

There are a number of factors to consider in deciding whether an SMSF is right for your situation. A financial planner can ensure you’ve properly weighed up the benefits and risks.

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Getting started

Once you’ve decided to set-up an SMSF, you’ll need to make decisions on fund structure, your investment strategy, insurances and optimising contributions. A financial planner can help you with all of these choices.

Help with investing

Help with investing

Asset allocation is vital to achieving your fund’s goals. In addition to this portfolio-level advice, our planners can also provide guidance on specific investment options to suit your needs. 

Support for business owners icon

Support for business owners

Business owners are often in a unique position to develop a holistic strategy that allows business and SMSF assets to work together to achieve immediate and longer-term goals. Our financial planners can show you how.

Transitioning to retirement

Transitioning to retirement

The move from accumulating wealth to preparing to draw down your fund’s assets can be one of the most complex phases for SMSFs. A financial planner can help you establish income streams and protect your capital.

Estate planning icon

Estate planning

Your superannuation will be one of the biggest assets you own, so it’s important to put the right protections in place to make sure it can benefit your loved ones when you're gone. This is where your financial planner can help.

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.

Talk to an SMSF specialist

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.