Self-managed super basics.

25 minutes

Interested in a self-managed super fund (SMSF) but not sure where to start? SMSFs are becoming increasingly popular but aren’t necessarily right for everyone. The attractive tax environment and perception of more personal control are countered by very strict regulations and strong penalties for non-compliance.

This video addresses the basics of establishing and managing a self-managed super fund.

We’ll help you learn about:

  • what is a SMSF?
  • key considerations for setting up a SMSF.
  • compliance obligations.
  • is it right for you?

This video may be helpful for anyone who:

  • wants to know how a self-managed super fund is different.
  • is contemplating establishing a self-managed super fund.
  • has a self-managed super fund and want to know more about it.

You may also find our “Managing your super’ and ‘Planning your finances for retirement’ videos helpful.

author thumbnail image

Davidson Institute

Whether you’re a budding business, dedicated community group or curious individual, our financial education resources are designed to help you feel more money confident. Powered by Westpac, the Davidson Institute is here to help you work towards the financial future you want.

Was this helpful?