Self-managed super funds (SMSFs) have seen a steady rise in popularity over the past decade — and it’s no surprise why. Australians are increasingly looking for more control, flexibility, and transparency when it comes to their retirement savings.
But while the appeal of managing your own super is strong, the reality is that SMSFs come with complex responsibilities, and getting it wrong can be costly.
Why SMSFs Are So Popular
An SMSF gives you the power to:
- Choose your own investments
- Tailor your strategy to your goals
- Potentially reduce fees
- Consolidate family wealth into one fund
But with that power comes obligations, from compliance and reporting to audits and trustee responsibilities.
What You Need to Stay On Top Of
Running an SMSF means you’re responsible for:
- Preparing and lodging your annual return
- Maintaining a compliant investment strategy
- Keeping accurate financial records
- Holding trustee meetings and documenting decisions
- Ensuring your fund is audited annually
- Managing benefit payments and tax reporting
It’s a lot to manage, especially if you’re also running a business, raising a family, or simply wanting to enjoy life.
How We Help
At Zeal Wealth, we offer a complete, end-to-end SMSF service that takes the pressure off you, while keeping you in control.
Here’s what we do:
- Set up your SMSF with all required documentation
- Prepare your financial position to issue to your SMSF Accountant
- Maintain compliance with ATO regulations
- Support your investment strategy with expert insights
Unlike many firms, we manage the entire process, no confusion, no delays.
Is It Time to Review Your Super Strategy?
If you haven’t reviewed your super structure, compliance, or investment approach recently, now is the time. Whether an SMSF is suitable or personal super review, call our team
📞 Book your 15-minute clarity call with our team.
We’ll walk you through what’s working, what’s not, and how we can help you stay compliant, confident, and in control.