Thinking about a self-managed super fund? Trent and Simon sit down with Gareth Croy (Managing Director, Your Future Strategy) to unpack what an SMSF is, why people set one up, and how to decide if it fits your retirement strategy. From control and tax planning to trustees, members and audits—this is your clear, practical primer.

Topics Covered:

• What an SMSF is: members, trustees, corporate vs individual trustee, lender preferences

• Roles & duties: investment strategy, risk, liquidity, insurance, the sole-purpose test

• Setup & costs: trust deed, ABN/TFN, rollovers, bank accounts, fixed vs percentage fees.

  
  

  Connect with Trent & Simon:

  Trent Cripps: ⁠https://www.linkedin.com/in/trent-cripps-9437488/⁠

  Simon Podger: ⁠https://www.linkedin.com/in/simon-podger-630a9734/⁠

  Gareth Croy: https://www.linkedin.com/in/garethcroy/

   

  Get In Touch:

  Instagram: ⁠https://www.instagram.com/sevenfoldproperty/⁠

  LinkedIn: ⁠https://www.linkedin.com/company/sevenfoldproperty⁠

  YouTube: ⁠https://www.youtube.com/@SevenfoldPropertyGroup⁠

  Email: ⁠[email protected]⁠

   

  Learn more:

  Sevenfold Property: ⁠https://www.sevenfoldproperty.com.au/⁠

  Your Future Strategy: ⁠https://yourfuturestrategy.com.au/⁠

  Want to get involved? Reach out to us on Instagram: ⁠https://www.instagram.com/sevenfoldproperty/⁠

   

  Disclaimer: https://www.sevenfoldproperty.com.au/welcome-to-the-buy-in/