Self-Managed Superannuation Fund (SMSF)

Self-Managed Superannuation Fund

A self-managed super fund (SMSF) gives you flexibility and control over your assets, as well as offering the tax effective environment of a super fund for your retirement savings.

The SMSF structure typically appeals to those people with larger superannuation balances or small business people looking for greater control over the management of their money.

IWP has an extensive range of self managed superannuation services to meet your needs.

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How does a SMSF work?

  • You establish your own superannuation fund
  • You develop an investment strategy to suit your needs and investment philosophy
  • You place and sell investments via your chosen stock broker or financial advisor
  • You become trustee, administrator and investment manager of that fund
  • You engage an accountant to do the fund’s annual tax returns and to arrange an auditor to check the fund

But administering my own SMSF sounds time consuming?

Managing and administering your own super fund can be time consuming and often requires specialist skills to establish the fund, handle the purchase and sale of investments, evaluate and change investment or structurally strategies, complete the taxation requirements, and ensure the SMSF documentation is updated.

We can assist you to run the fund, ensuring the performance of your super fund is closely monitored and that it meets all associated statutory requirements.  Alternatively, we can work with you on the investment portfolio, superannuation and pension strategies whilst your accountant manages the taxation and audit requirements.  The choice is yours.


Christopher Lord, trading as Integrated Wealth Planning is an Authorised Representative of Charter Financial Planning Limited ABN 35 002 976 294 AFS License No. 234665, member of the AMP Group. Registered Office: AXA Australia Centre, 750 Collins Street (PO BOX 2830) Melbourne Vic 3001.

Information provided on this website is general in nature and does not constitute financial advice.  Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision.  Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs.