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Insights and strategies
 

Starting an SMSF is a big decision, we can help you understand the basics and help you manage your fund.


 

Getting started with your SMSF

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Is an SMSF right for you?

Before you set up an SMSF, it's important to consider whether running a fund is right for you.

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Individual vs Corporate trustees

It's important to understand the difference between Individual and Corporate trustees and what structure will work best for you.

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10 steps to starting an SMSF

There are a number of important steps you need to complete when setting up an SMSF.

Running your fund

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Putting together an investment stratey

Creating and implementing an investment strategy is an important part of your SMSF.

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Contributions and Rollovers

Learn about how you can contribute to your SMSF and the types of contributions and the caps that apply.

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Borrowing within your SMSF

A limited recourse borrowing arrangement can enable your SMSF to invest in assets.

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10 steps to starting a pension

Paying a pension from your fund can enable your members to receive a regular and tax-effective income.

SMSF and your business


 

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