Australians are Choosing SMSFs in Record Numbers – Benefits, Risks and Reality

Why more Australians are taking control of their super – and what they need to get right.

SMSF establishments continue to reach record levels, with more Australians choosing to take direct control of their superannuation than ever before. Rising balances, greater investment choice and increased awareness of flexibility at retirement are all driving this growth – but an SMSF is not the right solution for everyone.

In this session, we cut through the hype to examine why SMSFs are growing so rapidly, what benefits trustees are actually seeking, and the real risks and responsibilities that come with running an SMSF. Using practical examples, we will explore when an SMSF makes sense, when it doesn’t, and the key issues trustees need to understand before establishing – or continuing – an SMSF.

Learning Outcomes:

Attendees will learn:

• Understand why SMSFs are growing in record numbers and the key drivers behind the trend
• Be able to clearly articulate the advantages and limitations of SMSFs compared to other super structures
• Identify the minimum practical considerations (cost, time, compliance) before establishing an SMSF
• Recognise common red flags that indicate an SMSF may be unsuitable
• Gain insight into how different personal, financial and retirement objectives influence SMSF suitability
• Walk away with a framework for assessing whether an SMSF makes sense for a particular trustee or client

Suited to:

SMSF administrators, accountants and financial advisers from small to medium practices.

This On Demand recording Includes: 

• Recording of the Live Webinar, which can be viewed multiple times, for as long as required 
• Presenters contact details for follow up questions 
• CPD Quiz
• CPD Certificate 
• CPD Report – Logged automatically 
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation