SMSFs
Introduction to Self-Managed Super Funds
What prospective trustees should understand about the responsibility, administration and commitment involved in an SMSF.
Why this matters
An SMSF places trustees at the centre of the fund's decisions and obligations. It can offer control, but that control comes with ongoing responsibility for investment decisions, records, reporting and compliance.
What to organise
Before considering an SMSF, set out the proposed members, the intended investment approach, the time available for administration and the likely professional support required. Read current official trustee material as part of your initial research.
When to seek tailored support
An SMSF should be considered in light of each member's circumstances, objectives and capacity to meet trustee duties. Speak with appropriately qualified professionals before establishing or changing a fund.
From information to a specific brief
If you are ready to discuss your situation, review SMSF accountant introductions in Sydney. It explains the referral pathway and what to prepare.
Want to speak with an independent professional?
Share a clear brief and we may introduce you to an independent accounting professional whose stated experience appears relevant. You decide whether their registration, scope and suitability are right for you.
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