for those interested in SMSFs
The basics explained
For over 30 years and with a team of leading experts, SuperConcepts has helped to support thousands of SMSFs.
Here, we explain the basics of self-managed super. Select a topic to learn more.
Setting up your new SMSF
A new SMSF requires a few things to be put in place to ensure legal compliance. We are expert in the process and can help you in the set-up.
Transferring an existing SMSF
If you already have an SMSF administered by your accountant or another SMSF admin provider, you can transfer it to SuperConcepts.
SMSF investment strategy
An SMSF must have a formal investment strategy which sets the guidelines for the fund's investments. A key component is the allocation to different types of assets.
SMSF investment options
Self-managed funds can invest across a wide range of assets. Shares, property and cash are some of the more common investments but many others are also allowed.
SMSF contributions are usually made by you or your employer but can be made for a spouse or child. Contributions can be made in cash or by the transfer of investments.
You can access your superannuation in the form of lump sums or pensions, provided you have met your preservation age and retired, or once you are 65 or older.
DIY funds benefit from favourable taxation laws to encourage people to provide for their own retirement.
SMSFs need to ensure they comply with legislation. We can help you make sure your fund is doing so.