Self Managed Super

While Self-Managed Super Funds (SMSFs) are a complex strategy with onerous responsibilities, in certain circumstances, they may offer attractive benefits over a standard retail fund.

They enable you to gain access to broader investment options, increased investment control, superior tax and estate planning strategies, broader flexibility, transparency and the potential to reduce ongoing investment costs.

If OR In the event you decide an SMSF is no longer suitable for you, we can also assist with winding up the fund and transitioning to retail products for easier administration and management.

Direct Wealth can assist you in all areas of your self-managed super fund

  • Establishing the SMSF
  • Deciding on appropriate investments
  • Assisting with ongoing legislation, compliance and investment market changes
  • Making contributions
  • Transitioning to retirement
  • Commencing income streams
  • Estate planning
  • Winding up an SMSF

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