Much like a regular superannuation fund, an SMSF is an excellent way for you to save for your retirement.   

The key difference of an SMSF is that the members of the fund have much more flexibility with how they manage the investments in the fund.   

Running an SMSF includes things like managing the investments, preparation of financial statements, compliance with the fund and completing the annual audit requirements.  

Let’s talk about the pros and cons of having an SMSF with Gareth, Ashwin and Tim as they talk about their personal experiences when running an SMSF.  

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SMSF Mate was created by four mates sick of the BS surrounding superannuation.  

We simply wanted honest advice and better returns, so we learnt how to do it ourselves.  

SMSF Mates is a cumulation of a group of mates coming together over beers and discussing their SMSF stories. We realised the information that underpinned our stories were not out there on a website to help people on their SMSF journey.  

We wanted to create a site that would allow mates to gather information and allow them to have meaningful discussions with other mates, whether they be advisers, friends, or family. We want our fellow Aussies to be more active in their SMSFs.  

Our hope is that SMSF mate becomes a trusted source of general information for present and future SMSF mates to be better informed and have a more meaningful SMSF journey.

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General Advice Warning 

We are required to warn you that:  

a) any advice has been prepared without taking into account your objectives, financial situations or needs; and  

b) because of that, you should, before acting on the advice, consider the appropriateness of the advice having regard to your own objectives, financial services and needs; and  

c) where the advice relates to the acquisition, or possible acquisition, of a particular financial product, you should obtain a product disclosure statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product.  

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IMPORTANT: All content shown on the site is provided in good faith and derived from information believed to be accurate at the time of publication.  

SMSF Mate Australia Pty Ltd, Corporate Authorised Representative of Private Wealth Advisory Pty Ltd AFSL 478249.