We generally recommend self-managed superannuation funds (SMSFs) for individuals who have superannuation accounts over $200,000. The key advantages of a self-managed superannuation fund are:

• The ability to develop your own strategy
• Your choice of investments in shares, managed funds or other assets
• Potential for tax advantages
• The ability to monitor the performance of your superannuation portfolio

Our financial advice service can help you assess whether a self-managed superannuation fund is the right option for you and advise you on the impact of recent superannuation reforms on self-managed superannuation funds.

We provide a full service of regular investment advice and a complete administration and superannuation advice service to ensure that your SMSF remains fully compliant with all relevant legislation.

Alternatively, you may wish to retain your existing investment advisers and take our superannuation advice and administration service to remove the administrative burden from you. Either way, we can provide you with secure online access to your superannuation fund portfolio.