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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

how to access your super before fully retiring

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How to access your super before fully retiring
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2025-05-13 07:00
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If you’re aged 60 or over, there’s a way you can access some of your super even if you’re still working.
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Investment market review - Quarter-ended 30 March 2025

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Investment market review - Quarter-ended 31 March 2025
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Effective Date
2025-05-13 04:00
Short Description
The Research Team provides a performance summary and commentary on each of the five main asset classes.
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Manage capital gains tax and boost your super

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Manage capital gains tax and boost your super
Teaser Title
Effective Date
2025-05-13 03:00
Short Description
If you make a gain on the sale of an investment, capital gains tax (CGT) can eat into your profits. But the good news is you may be able to use some of the sale proceeds to help you save on tax and grow your super.
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