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Superannuation

Create your future wealth

Establish your SMSF and get access to greater flexibility over your finances and more control over your asset investment allocation with customised investment opportunities. Be it investing in property, shares, cash, or futures, you can rest easy knowing that you’ve laid down the groundwork for your retirement.

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What are Self Managed Super Funds?

SMSF’s are a private way of saving for your retirement, that you manage yourself and are different from retail or industry super funds like Hostplus, Rest ect. The difference between an SMSF and other types of funds is that the members of an SMSF are usually also the trustees. Managing an SMSF yourself means the freedom to choose the investments,  but are responsible for complying with the super and tax laws.

Why choose a Self Managed Super Fund?

One of the main advantages of an SMSF is the level of control that trustees have when it comes to tailoring the fund to meet their individual needs. While having control over your own super can be appealing, it’s a lot of work and comes with risk so talk over your options with an expert before committing.

Can Self Managed Super Funds borrow money?

Self Managed Super Funds (SMSF) are allowed to borrow to invest in direct property, managed funds or shares as long as a Limited Recourse Borrowing Arrangement or LBRA is used for the transaction. An LBRA is a financial arrangement, if the trustee defaults on the loan the lenders’ resource is generally limited to the asset acquired which protects the other assets of the SMSF. This may be suitable for you if you need to build retirement savings faster or would like to hold a key property inside the low tax super environment, such as a building premise. Always seek trusted seek financial advice before engaging in a LBRA

What can you invest in with a SMSF?

SMSF’s can only invest in assets that meet SIS regulations this still includes a broad range of assets, such as:
  • Australian and international shares
  • Residential or commercial property
  • Cash and Term deposits
  • Fixed income products
  • Physical commodities

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