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Self managed super

Having a self managed superannuation fund (SMSF) can give you greater control over your superannuation investments and may assist with estate planning.

Control your investment decisions

An SMSF is a trust where funds or assets are held and managed on behalf of a maximum of four individuals, to provide their future retirement benefits. The ability to manage and control your own super fund is an attractive proposition for those prepared to commit the time and accept the administration and compliance responsibilities.

Benefits from doing it yourself

The major benefit of establishing your own SMSF is getting more control and flexibility over your investments. As the trustee, you have the ability to decide your fund’s investment strategy and the type of assets held.

 

With an SMSF, you can also take advantage of investments not usually available to public super funds (subject to limitations). And, like all complying super funds, SMSFs are taxed at a concessional rate.

Insights related to your retirement

What’s new for your super in FY26?

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What’s new for your super in FY26?
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Effective Date
2025-08-19 12:10
Short Description
Some important super rate and threshold changes took effect on 1 July 2025 that could impact your retirement planning. Here’s a quick overview of the key changes, along with some opportunities and traps to consider.
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Investment market review - Quarter-ended 30 June 2025

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Investment market review - Quarter-ended 30 June 2025
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Effective Date
2025-08-19 00:10
Short Description
The Research Team provides a performance summary and commentary on each of the five main asset classes.
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MARKET
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6 things to consider before investing

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6 things to consider before investing
Teaser Title
Effective Date
2025-08-18 06:30
Short Description
Investing your money may be an effective way to help you build long-term wealth. Here are some things to consider before you do.
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