Self Managed Superannuation Funds (SMSF)

Self Managed Superannuation Funds (SMSF’s) provide you with the ability to choose your own investments and give you more control over your retirement savings

Self Managed Superannuation funds (SMSF’s) are a vastly growing area within Australia with approximately one-third of Australians that are in pension phase now using a SMSF to fund their retirement. This is due to the fact that SMSF’s give you greater control over your super, with the ability to select and manage the fund’s investments. In addition, there have been significant legislative changes allowing a SMSF to borrow money, providing the opportunity to establish gearing strategies for the purchase of direct property via a SMSF.

Our associated administator

At Intergenerational Wealth, we are experts in this specialised area and can assist you with the end to end process. We can assist in creating a SMSF, along with the ongoing administration, accounting, and auditing of your SMSF. Our advisers will facilitate the rolling over of your existing superannuation funds into your SMSF, and provide you with long-term investment and strategy advice to ensure you achieve your retirement goals.  Furthermore, if a gearing solution is appropriate we are able to assist in arranging the finance via our professional network.


Get in touch with one of our financial advisors at (03) 9746 7643, or simply provide your details to schedule a no-obligation meeting, and we’ll reach out to you promptly. Additionally, we offer the option to arrange a home visit outside of regular business hours for your convenience.

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