Private Clients » Services » SMSF – Self Managed Super Funds

A Self Managed Superannuation Fund (SMSF) is typically a family or one-member fund, with a maximum of four members. SMSFs are established by people who may want an independent, professionally managed super fund or a more hands-on approach. 

In recent years, many Australians have turned to SMSFs for greater control, flexibility and choice – but they’re not for everyone.  Ord Minnett Private Client Advisers have all the expertise and resources to help you evaluate whether an SMSF is the best solution for you and to establish and maintain your Fund.

There are a range of benefits in establishing an SMSF;

• You may be able to reduce the costs involved in managing your investments
• You may be able to broaden your choice of investments and have more control over investment strategies
• Access to tax-effective share trading strategies
• Efficient Estate and Succession Planning
• The ability to transfer existing assets into a more tax-effective environment.

There are also a number of potential pitfalls in establishing and running an SMSF that you would need to be aware of. With your Ord Minnett Adviser you are able to assess their relevance and how best to include them in your investment solution.