Self Managed Super

Self Managed Super

Optimise your largest financial asset

Superannuation is taxed less than the income tax that most people pay, making it the preferred low tax vehicle for retirement savings. Because superannuation is usually your largest asset, it’s important to make sure you’re getting the most out of your savings.

We work with you to optimise your superannuation as it grows, using Self Managed Super Funds (SMSFs), WRAP Platforms, Industry Super Funds and/or Corporate Super Funds.

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Do you need an advisor?

We support our Superannuation and Self Managed Super Fund clients in Adelaide by taking care of all the administrative work, such as preparing accounts, audit, lodging tax returns and providing overall guidance for your funds.

Discover how an SMSF could offer greater control and lower costs on your super balance.

What is a Self-Managed Super Fund?

Self-managed super funds are the fastest growing segment of the superannuation sector, now representing about a third of Australia’s superannuation assets.

A SMSF is a small super fund with 1 to 4 members who take direct control of their investments and manage their own superannuation. While they’re not the solution for everyone, they offer control and financial satisfaction to the people who do use them. They also offer greater flexibility and lower costs for higher super balances ($400,000+) than public offer alternatives.

Self Managed Super