Why advice is important

SMSFs are complex

SMSF advice is a highly complex area that requires special accreditation and experience.

There aren’t many financial advisers who specialise in this area.

Strict compliance rules

Advisers can partner with you to help navigate the rules, manage the risks and work strategically to meet your fund’s objectives. As trustees or directors you’ll remain responsible for ongoing management of your fund including any compliance obligations.

Optimise investments

Making your SMSF assets work hard is crucial. Advisers can help with insurance and investment options. And provide support when transitioning to retirement.

Our accredited advisers

We’ve partnered with a team of SMSF accredited advisers that can help with your advice needs.

Our accredited advisers cover the complete range of SMSF needs, from advice on setting up a fund through to guidance with estate planning. We partner with you so you’re working together on growing your SMSF’s wealth.

house moving

Our advisers work with you

Deciding on an SMSF

Weighing up the benefits and risks to determine if a SMSF is right for you, taking into account your investment objectives, personal circumstances and existing needs.

Getting started

Guiding decisions on fund structure, your investment strategy, insurance and optimising contributions after your fund is set up.

Help with investing

Identifying and evaluating different investment options to suit your needs.

Support for business owners

Advising business owners how business and SMSF assets can work together to achieve immediate and longer-term goals.

Transitioning to retirement

Help you establish income streams and protect your capital during the transition from accumulating wealth to preparing to draw down assets.

Estate planning

Putting the right protections in place to make sure your loved ones benefit from the fund when you're gone. 

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 (Sydney/ Melbourne time).

The information contained may include general advice but doesn't 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.

Financial Wisdom Limited ABN 70 006 646 108, AFSL No. 231138, is a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124

Count Financial Limited ABN 19 001 974 625, AFSL 227232. A wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124