Self Managed Super Fund


We specialise in Self-managed Super Funds (SMSFs). We assess whether a SMSF is suitable for you. If that’s the case we will research, plan and implement strategies that will allow you to maximise your benefits.

By partnering with various professionals like accountants, auditors, solicitors and mortgage planners, we can better manage and provide ongoing technical, financial and tax planning support.

Our sophisticated management systems allow us to administer all aspects of a SMSF including, but not limited to, pension payments and associated reporting requirements.

MAXIMISE YOUR INCOME FOR RETIREMENT

Once you’re retired, you’ll rely on your savings to fund your lifestyle. At Create and Protect we have a great new solution that can help you maximise your retirement income. Talk to us today to find out how you can:

  • have confidence to invest in the market
  • get a minimum level of income each year, whatever happens in the market; and
  • potentially increase your level of retirement income.

What investments are allowed under my Self Managed Super Fund (SMSF)?

SMSFs allow you to have access to much larger choices of investments than other superannuation funds. It allows you to have access to Australian shares, international shares, cash, residential property, property trusts, business real property, managed funds, terms deposits, bonds, exchange traded funds (ETFs), options, private trusts, insurance policies and notes.

Does a Self Managed Super Fund (SMSF) offer more tax benefits than normal superannuation?

By partnering with various professionals like accountants, auditors, solicitors and mortgage planners, we can better manage and provide ongoing technical, financial and tax planning support.

Can we borrow money under our Self Managed Super Fund (SMSF)?

SMSFs cannot borrow money. If you need to borrow money to purchase a property, as an example, we need to set up a Custodian Trust. There are limitations on the borrowings and what can be purchased under the SMSF. Please contact us to find out more.