Is an SMSF right for me?

Knowledge Test

Knowledge Topics

Is an SMSF right for me?

The SMSF market continues to grow strongly, with key drivers being control over investments and a wish to lower costs. However, establishing an SMSF is a big step to take. A key consideration is weighing up the advantages and disadvantages of an SMSF.

In this session, we will explore a range of questions that you might be thinking about in relation to your superannuation and whether an SMSF is an option for you, questions such as:

  • What are my options to save for retirement?
  • What are the key benefits of commencing an SMSF?
  • How are SMSFs structured?
  • Who can be a trustee?
  • What can an SMSF invest in?
  • What issues should you consider before establishing an SMSF?
  • Who can help me?