A self-managed super fund (SMSF) gives you the freedom to control how your super is invested. There are significant administrative and compliance requirements, so it makes sense to get advice from an experienced financial adviser before you make any decisions.
Unlike most super funds, an SMSF is run by you. You’re responsible for the investment strategy for your super, as well as the management and administration of the fund. So, it’s important to consider if you have the time, knowledge and assets to make it worthwhile. 

QInvest can help you understand the details of an SMSF1 structure and determine if it is appropriate to your personal situation.

In this video series, hear from a panel of professionals about what you need to know when it comes to an SMSF:

 What is a SMSF small

At a Comprehensive Advice appointment, your financial adviser will discuss:
  • your objectives – including whether an SMSF is suitable for you, taking into account your needs and goals 
  • investment strategies – including assessing your risk profile
  • wealth protection strategies 
  • an insurance assessment 
  • estate planning issues
  • potential taxation implications

If an SMSF is right for you, we partner with an SMSF specialist to enable you to establish a compliant, regulated SMSF1. This includes: 

  • meeting reporting requirements 
  • completing annual returns 
  • financial and compliance audits 
  • help with winding up an SMSF
1. QInvest will assist clients who express interest in an SMSF to objectively determine the appropriateness of this type of structure for their personal situation. Advice around an SMSF's establishment, administration and investment strategy is provided RBS Morgans Limited (ABN 49 010 669 726 AFSL 235410). Additional fees will apply for advice provided by RBS Morgans Limited.