Self-Managed Super

Self-managed super funds (SMSFs) are a way of saving for your retirement.

The difference between an SMSF and other types of funds is that the members of an SMSF are usually also the trustees. This means the members of the SMSF run it for their own benefit and are responsible for complying with the Australian superannuation and income tax laws.

See below for a list of ATO links for self-managed super fund references.

  • Thinking about self-managed super:  Find out how you can use your superannuation guarantee to work for you.
  • Setting up: Find out how to manage your superannuation fund in a way that makes you eligible for tax deductions.
  • Contributions and rollovers: Stay on the right side of Australian superannuation law when it comes to accepting contributions and rollovers.
  • Investing: Work out the best investment strategy for your superannuation fund before you set it up.
  • Paying benefits: Avoid superannuation fund penalties by understanding the conditions around paying benefits.
  • Winding up: Along with paying any outstanding tax, there are other important rules that must be followed when winding up an SMSF.
  • Administering and reporting: Trustees of Australian superannuation funds have certain administrative obligations. Learn more about them here.
  • SMSF auditors: As an approved SMSF auditor, Nationwide Finance can help you manage your superannuation fund professionally.

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