Self Managed Superannuation Funds

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Self Managed Super Funds (SMSFs) are an increasingly popular option for those who want greater flexibility or control over their retirement savings.

For those with larger superannuation balances, establishing a SMSF is one of the many options available. Whether it’s because you want to hold an investment or business property, a portfolio of direct shares or other assets not available through retail or industry super funds, a SMSF may be for you.

At Wakefield Partners, we can work with you every step of the way. We can:

  • Help you decide if a SMSF is suitable for you
  • Help you establish you SMSF
  • Provide ad hoc or ongoing investment and strategic advice
  • Manage the investments and help ensure you trustee responsibilities are met.

So whether you’re considering a SMSF, or already have one, Wakefield Partners can ensure the process is smooth and that you are maximizing the benefits.

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