SMSF - Is It The Right Investment Strategy For You?

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SMSF - Is It The Right Investment Strategy For You?


COVID-19 has changed the way we think, the way we spend and save and the way we view our lives as a whole.

Over the past 6 months, we have had many clients asking us about SMSF and investing. With the huge impact of Coronavirus on financial markets, it is concerning that many individuals do not have a clear and tailored investment or retirement strategy.

Whether an SMSF is right for you will depend on a range of variables, including:

  • Whether you need or want to additional control and flexibility that SMSFs provide
  • The size of the fund and how involved you want to get in managing and administering the fund
  • Whether you have the time or inclination required to properly manage the fund and keep up with any changes to the superannuation rules
  • Whether you want the ability to invest in other asset classes not available in large funds or to get involved in making the investment decisions in relation to your fund
  • Whether your individual needs and circumstances may indicate whether an SMSF may not be suitable.


Hosted by Shannon and Bianca, this webinar covers the most common investment and retirement question that we hear; "Is an SMSF right for me?"



WANT TO TALK SMSF? LET'S CHAT WANT TO TALK SMSF? LET'S CHAT

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Investing in Property

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SMSF – Corporate Vs Individual Trustees


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Your SMSF: when expenses and investments are not at arm’s-length

We often get questions from clients about what they can and cannot do in their SMSF. Often the questions relate to related party transactions – that is, interactions between the SMSF, its assets, and its members (or relatives of members).  We’ve set out some of the common questions and answers.


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