A self-managed super fund gives you more control over your retirement savings, and it also means being more involved in how it’s managed.
However, that level of control can feel like a lot once you start to understand the responsibilities involved, whereas for others, it’s exactly what they’re looking for.
A well-structured SMSF, supported by the right advice, provides far greater clarity and flexibility.
We often work with clients who are confident in making investment decisions, but aren’t as familiar with the ongoing requirements around compliance, reporting and trustee responsibilities.
We’ve worked with clients who have set up an SMSF to invest more directly in shares and property. While they’re often comfortable on the investment side, they quickly realise there’s more involved behind the scenes than expected.
Once those requirements are clearly structured, managed and understood, everything becomes far more manageable, allowing them to focus on their investment decisions with confidence.
Our Geelong-based Wealth and Accounting teams work closely together to support your SMSF across everything from compliance and reporting through to financial planning, estate planning and retirement strategy, so your entire financial position is considered as one.
What it involves
- Setting up the fund correctly
- Meeting compliance obligations
- Making investment decisions
- Ongoing reporting and administration
Meet Our Geelong Financial Planning Team
Matthew Grapsas
Lauren Abela
Aaron Hitch
Jayden Garner
Frequently asked questions
Wealth creation is the process of building financial strength over time through consistent financial decisions, strategic planning and long-term thinking. This may include investing, managing debt, growing savings and making informed financial choices that support your future goals.
Not necessarily. Many people begin with smaller, consistent contributions over time. The right approach depends on your financial position, goals, timeframe and comfort with risk.
Financial advice can help provide clarity around your options, identify opportunities to strengthen your financial position and create a strategy aligned with your goals and lifestyle.
