Self-Managed Super Fund Advice and Administration
As the name suggests, a self-managed super fund is one that the members manage for their own benefit.
Self-managed super funds (SMSFs) are one of the most popular ways for Australians to hold their super benefits. SMSFs allow for maximum control over super benefits, which in turn means that super benefits are managed in ways that complement all other elements of a financial plan. This includes, of course, your estate planning (super benefits are not generally subject to your will and therefore you need to make specific arrangements for the posthumous management of super benefits.
Correct planning also typically allows SMSFs to be the most efficient way for retirement benefits to be held.
Our comprehensive SMSF service ranges from establishing a new SMSF, to managing contributions into and investments by new and existing funds, to ensuring that the fund complies with the various aspects of super law to which it is subject. We can also assist you to utilise your SMSF to optimise your life insurance arrangements.
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More on Budget 2023
Last week we looked at the recent Budget’s ‘big picture’ – the unexpected surplus of $4 billion. This week, we take a closer look at some of the specific announcements. There were no really ‘big’ announcements (other than the surplus); rather there were a suite of smaller changes.

Super’s Got a New Cap
You may have seen recent commentary about a new cap on large super balances. It has caused a lot of discussion, but the changes will not affect that many people. Most of us do not really need to worry.

Superannuation When Retirement Comes into View
This is the third in our trilogy examining superannuation throughout a working life. Having looked at those people starting out in their career and those in the middle decades of their career, let’s focus on people in the last ten to fifteen years of their working lives. People for whom the gold watch of retirement is coming into view.

Mid-Career Superannuation
Last week, we looked at why super is, well, super, even for people just starting out in their careers. This week, we take a look at superannuation for people a little further advanced in their careers. Let’s say people aged 30-55.