Establishing and running an SMSF is a major financial decision. As trustee(s), you are solely responsible for operating the fund and complying with the law. While SMSFs are great for some people, they don’t suit everyone. Managing an SMSF takes time, knowledge, skill and money.

We can’t recommend that you set up an SMSF, but our partner Heffron can help you set it up if you’ve decided or been advised elsewhere to do so.

Before you start an SMSF, it’s important to understand a few things

A self-managed super fund or SMSF is essentially a superannuation fund that you run and manage yourself. Learn more.

SMSFs can be an excellent vehicle to save for your retirement, but they are certainly not suitable for everyone. Learn more.

Deciding on whether your SMSF will have a corporate or individual trustee structure is an important choice and will affect how your SMSF is administered and managed. Learn More.

Deciding on whether your SMSF will have a corporate or individual trustee structure is an important choice and will affect how your SMSF is administered and managed. Learn More.

If you have decided to create an SMSF, here are the steps that need to be completed to set up your SMSF. Learn more.

A well-considered investment strategy is a key requirement of part of running an effective retirement fund. Learn more.

Here are our 4 steps to help you formulate your own SMSF investment strategy. Learn more.

Once your fund is established, follow these key steps to activate your self-managed super fund. Learn more.

Each year there are a number of obligations you must meet, as a trustee of your SMSF. Learn more.

Additional Resources

We are proud to have partnered with the SMSF Association, an independent organisation established to inform, educate and inspire all Australians who self-manage their super.

The ATO has comprehensive resources to educate and inform potential SMSF trustees. Here are three guides we think you should read: