Work with a Trusted SMSF Advise

Self-Managed Super Funds (SMSF)

Our team of expert SMSF advisors can help you develop a sound investment plan.

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Find out how your superannuation balance compares.

Take the quick self assessment to determine if you’re on track for good retirement (or not)

Customise your portfolio

Gain more control and flexibility with your SMSF

A self-managed super fund (SMSF) can allow greater control for you and any additional members - typically your spouse or other family members.

You’ll also have more flexibility as you can choose from a range of investment options such as shares, cash accounts, term deposits, direct residential or commercial property, collectables, unlisted assets, and more. 

So, you can customise your investment portfolio as it suits your goals, allowing for faster adaptability in changing market conditions, policy rules, and individual circumstances. 

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Plan Your SMSF Today

While an SMSF can provide you better control and flexibility, you also need to consider the risks in following this investment strategy.

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Secure your future with a bespoke SMSF

Retirewise can help you get started in building out your tailored-fit SMSF plan that is based on your personal circumstances.

Our team will provide you transparent and digestible advice to help you secure your future. 

SMSF and your retirement plan

Your SMSF can form a significant portion of your nest egg.

By carefully planning and setting up your SMSF, you’ll be more confident that your fund can sustain your chosen lifestyle during retirement.

Ideally, you should partner with an SMSF advisor who can help you create a thorough SMSF strategy.

Partner with an Retirewise SMSF Advisor

It takes extra effort to develop a sound SMSF plan.

Retirewise has a team of investment planning experts who have decades of experience to help you build your wealth through an SMSF.

What Can A Financial Adviser Do For You

Frequently Asked Questions (FAQs)

What is an SMSF adviser?

Establishing and maintaining an SMSF is time-consuming. Provided they have the right accreditations, a financial planner can provide advice on whether an SMSF is appropriate for you, how to set up and run your SMSF, what trustee structure to have in place, what investments to hold, and help you understand your legal requirements.

Who can give advice on SMSF?

SMSF is a highly regulated area of practice and while there are many sources of general advice, only a licensed financial planner can provide personal advice that is appropriate to your individual circumstances.

How much does it cost to setup a SMSF?

The cost in setting up an SMSF will vary depending on the complexity of the fund and may range between $1,500 to $3,000.

This figure may involve ATO application forms, trust deed, investment strategy, trust advice, and related costs for setting up the company structure.

Do I need a financial advisor to set up a SMSF?

No, you can setup your SMSF even without the help of a financial advisor.

However, smart Australians partner with licensed experts to make the experience faster and worthwhile. 

Remember that SMSF's are regulated by the ATO and carry strict compliance obligations. The correct establishment and maintenance of the SMSF is important to avoid significant penalties for non-compliance.