Self-Managed Superannuation Funds (SMSFs)

Take control of your future with expert SMSF establishment.

A self-managed super fund (SMSF) is a private superannuation fund that you manage yourself, giving you greater control over investment choices, costs, and retirement planning strategies. An SMSF can have up to six members, all of whom are trustees (or directors of a corporate trustee) and are responsible for complying with superannuation and tax laws. SMSFs are often used by individuals who want tailored investment flexibility, but they also carry significant administrative, legal, and compliance obligations.

Before completing this form, you should ensure you fully understand how an SMSF operates and carefully consider whether this structure is suitable for your personal circumstances. If you have not already done so, please consult your adviser for further guidance.