Is an SMSF the right answer for you?

November 2020

We believe that every Australian has the right to a good quality of life in retirement. An SMSF offers control, flexibility, and choice but ultimately, they aren’t the best option for everyone: it comes down to individual circumstances. Our vision with this year’s SMSF Week was to provide tools and resources to answer one important question: When is an SMSF the right answer for you?

It is with this in mind that during SMSF Week we published a two-page flyer to help those who are considering an SMSF for their retirement savings with a selection of key considerations they need to make before establishing an SMSF.

This flyer is supported with research conducted by the SMSF Association, analysing the real member experience of managing an SMSF. We encourage you to share this resource with your friends and family to help us raise awareness of self managed super funds.

Is an SMSF the right answer for you?

Disclaimer: Research Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this research paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001.