Self Managed Superannuation Fund

Services

Self-Managed Superannuation Funds (SMSFs)

At Squared Financial Solutions, our advisers are qualified to provide strategic advice on Self-Managed Superannuation Funds (SMSFs) as part of your overall financial plan. Backed by comprehensive and independent research, we ensure any recommendations are aligned with your goals, circumstances, and long-term objectives.

What is an SMSF?

A Self-Managed Superannuation Fund (SMSF) is a private super fund that you manage yourself. As a trustee, you are responsible for the fund’s compliance and ongoing management — including investment decisions and adherence to regulatory obligations. While this greater level of control also comes with added responsibilities, SMSFs can offer a range of benefits when managed correctly.

At Squared, we guide you through the process of establishing and managing your SMSF — from setup through to strategy and investment execution. We provide tailored advice to help you make informed decisions that support your retirement goals and benefit your family’s future.

How We Help

Your Squared Financial Solutions Adviser will work closely with you to:

Greater investment control — You choose how and where your super is invested.
Wider investment options — Access to assets not typically available in retail or industry funds, such as direct property, private assets, or tailored portfolios.
Potential cost savings — For larger balances, SMSFs can offer lower ongoing fees.
Strategic gearing opportunities — With the right structure, SMSFs can use borrowing to access a broader asset base.
Tax-effective strategies — Income and capital gains within a pension phase SMSF may be tax-free once members are over age 60.
Cash flow flexibility — Interest on geared investments can often be funded from your existing super balance and ongoing employer contributions.

Is an SMSF right for you?

While SMSFs offer many potential benefits, they’re not suitable for everyone. Our advisers will assess whether an SMSF aligns with your financial needs, investment experience, and long-term retirement goals. We’ll also explore which SMSF strategies may provide the most value — whether it’s leveraging your super to purchase property, managing tax outcomes, or creating a tailored succession plan.

Get In Touch

Have a question or comment?
Submit your details and we’ll be in touch.

Phone

1300 346 752

Email

contactus@squaredfinancial.com.au

Address:

14/20 Commercial Rd Melbourne VIC 300