Self Managed Super Fund (SMSF)

Introduction to SMSF

A Self-Managed Super Fund (SMSF) allows you to be in control of your retirement savings. Unlike traditional superannuation funds, SMSFs give you the autonomy to make investment decisions tailored to your financial goals and risk tolerance.

Whether you are looking to start a new SMSF, or you are currently managing an existing one, it's important to consider the time, expertise, and interest required, as it demands a sound understanding of investments & superannuation regulations.

Managing an SMSF also involves a significant time commitment, as ongoing oversight is necessary for effective management. A thorough cost-benefit analysis is essential to determine if the potential benefits outweigh the costs and if an SMSF is a viable option for you.

Six Pillars Wealth offers comprehensive services to support you in setting up your new SMSF or managing your existing one. Partnering with us will provide you with the flexibility, autonomy and tax benefits associated with SMSFs. We will ensure compliance and optimisation of your investment strategy, to achieve your retirement goals.

Considerations Before Setting Up an SMSF

Time, Expertise, and Interest: Requires understanding of financial markets and compliance regulations.
Time Commitment: Significant time and effort needed to manage effectively.
Cost-Benefit Analysis: It's crucial to weigh these costs against the potential benefits to determine if an SMSF is a viable option for you.
Alternative: There may be alternative available which may provide you a similar opportunity without taking the additional responsibility.

With our assistance, you can confidently harness the full potential of an SMSF to grow and protect your wealth.

How We Can Help You

We provide expert guidance on setting up and managing your Self-Managed Super Fund (SMSF) to help you take full advantage of its benefits:

Greater Control and Flexibility: We assist in creating an investment strategy tailored to your financial objectives, enabling you to invest in options like property, shares, and managed funds.
Combine Your Superannuation: We help you pool superannuation with family members to streamline management and potentially reduce fees.
Borrow to Invest: Our expertise ensures compliance and strategic borrowing to help you access additional capital for investments, such as purchasing property, potentially enhancing your returns.
Tax Benefits: We navigate the tax-concessions on contributions, income, and capital gains to maximize your SMSF's tax efficiency.
Long-Term Planning: We support your retirement, estate planning, and asset protection goals, ensuring your SMSF aligns with your long-term vision.

Partner with Six Pillars Wealth

Managing your own super can feel empowering, but it also comes with responsibilities.


At Six Pillars Wealth, we understand that a Self-Managed Super Fund isn't just about control—it's about building the future you want while protecting what matters most.


We'll take the time to understand your unique goals, whether it's growing your wealth, securing your retirement, or making smart investment choices that align with your vision.


Let's start with a conversation. Book a 20-minute consultation today, and let's talk about how we can guide you on your Self-Managed Super Fund journey and help you take control of your financial future. Thank you for watching- I look forward to connecting with you soon.

Make a Appointment
Address

Some text will come here,

Some text will come here,

Some text will come here

Scroll to Top