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A SMSF is a Superannuation Fund where the members of the Fund are in complete control of where their superannuation moneys are invested. As the Trustees of the fund, they are the ones who decide which investments they will use, and as such have a far greater flexibility and choice in the range of investments that they may include, and also a much greater ability to tailor these investments to their personal requirements.
 

Basic Components Of A Self Managed Super Fund

 

Several of the services included on this page are offered via our referral sources. These include:

  • The actual writing and/or amending of the Trust Deed must be performed by a qualified Lawyer
  • The minutes and SMSF administration will be performed by your Fund administrator. We will provide templates to assist you/them in this capacity.

 

 
     Ward Financial Group Pty Ltd is an authorised representative of Charter Financial Planning Limited.
   Charter Financial Planning Limited holds Australian Financial Services License No:234665.
   Charter Financial Planning Limited: ABN 35 002 976 294, PH: 1800 106 017