An SMSF allows you to manage your own superannuation investments for your retirement. It’s important to understand the basics before getting started.
As the Trustee or Director of the corporate trustee of your SMSF it is essential that you understand the stringent rules that apply. Here we look at some of the key rules.
Self managed super funds can offer trustees more control over the taxation of their superannuation, but like all aspects of SMSFs, there are rules that apply.

Setting up your own super fund is a big decision and it isn’t right for everyone. There’s a few important things to consider before you start. Learn more about an SMSF to see if it might be right for you.

There are a number of benefits to an SMSF. We explore the main benefits to setting up an SMSF and managing your own superannuation.
There are strict laws and regulations that govern SMSFs so it’s important to understand the risks before you get started.
Not sure if an SMSF is right for you? It’s important to consider the costs of setting up an SMSF before you get started.
Once you’ve decided an SMSF is right for you, it’s important to understand the steps involved in setting up an SMSF.
As with other aspects of self managed super funds there are rules around who can be a Trustee or Director of the corporate Trustee of your SMSF. This article explains some of those Trustee rules.

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The information on this website has been prepared by BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) and is current as at February 2022. The information provided is general in nature and does not take into account your personal needs, objectives or circumstances and therefore, before acting on it, you should consider whether it is appropriate for you and read the disclosure documents, including the terms and conditions or Product Disclosure Statement (PDS), before making any decision. All examples and images are for illustrative purposes only. Your portfolio value and performance are likely to be different and will depend on the investment options you have selected and the time period over which you are invested in those options. Past performance is not a reliable indicator of future performance.

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*BT Panorama won ‘Best Technology Offering’ at the Conexus Financial Superannuation Awards, 2017, 2018 and 2019. The awards recognise excellence in the superannuation industry and an independent committee selects the winners. Awards are opinions only, are not recommendations and are only one factor to be taken into account when deciding to acquire, dispose or hold interests in a BT Panorama Investments account. Awards and ratings are current at the time of publication but are subject to change.