Expert guidance to manage and grow your SMSF
Take control of
your financial future
Self Managed Super Funds (SMSFs) are a great way to take control of your super investments, but with greater control comes more responsibility. Apt Wealth’s expert SMSF adviser will guide you through the process, exploring options and helping you make the right moves. We work with your tax agent to ensure you streamline fees and reduce tax, making sure your super is working harder for you.
An SMSF that works for you
Interested in support for your industry or retail superannuation? Find out more here.
In collaboration with your tax agent, our advisers support you on your SMSF journey to establish and manage an SMSF that works for you.
We can help you with:
Exploring SMSF and investment options
SMSF setup
Tax and fee minimisation
Asset selection
Wealth accumulation
Ongoing SMSF management
Book a chat with an adviser
Our focus is on delivering financial advice that allows us to become your personal CFO. Your finances will be tailored to your needs, allowing you to concentrate on living the life you want. We’re privately owned and focus on providing the most transparent advice possible.
SMSF FAQs
How can I structure my super to weather financial storms?
In today’s climate, as we weather higher global inflation and interest rates and rising geopolitical tensions, it’s critical to ensure you structure your super to navigate uncertainty and ensure events like these don’t define your future.
Is an SMSF right for me?
In contrast to regular superannuation funds, an SMSF gives its members a proactive role in investment decisions and strategies for retirement savings. For some people, this flexibility and control can be rewarding.
But SMSFs do come with different risks and extensive set-up and reporting requirements, and they are not right for everyone.
Here, we look at how they work and what you need to consider when deciding if an SMSF is right for you.
How can I minimise the impact of super cap changes?
The Australian Government has announced that it will be doubling the tax rates on superannuation earnings for those with AUD3M+ super balances in the 2025/26 tax year, which could see rates reach 30%.
If the changes will impact you, there are some strategies you can explore before implementation.
Apt in Action
A tale of two SMSFs
Apt Wealth client, Peter, maintained his SMSF with a strict investment philosophy and a best-practice structure designed to weather changes in the market. The second SMSF belongs to a friend of Peter’s, Jim. Jim also retired in 2017. He recently contacted Apt Wealth for advice after talking with Peter and finding out that his capital had remained intact throughout his retirement.
Latest SMSF articles and resources
Using an SMSF to purchase commercial premises for medical practitioners
David Maddock
Jan 16, 2024
As a medical practitioner and business owner, one of the key components of your financial journey is deciding whether to acquire or invest in commercial premises for your practice. In...
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A tale of two SMSFs
David Maddock
Jan 15, 2024
When it comes to managing your self-managed super fund (SMSF), a lot is at stake. How your fund is managed can make or break your retirement. And when you have...
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The Pros and Cons of an SMSF
Andrew Dunbar
Jan 15, 2024
A self-managed super fund (SMSF) is not for everyone. It can take significant time to manage, and you must have some knowledge and an interest in staying current on the...
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