Self-Managed Super Funds Explained: Benefits, Risks & When You Shouldn’t Set One Up

Self-Managed Super Funds Explained

Thinking about setting up a Self-Managed Super Fund? Before you do, this episode could save you years of costly mistakes.

In this episode, Amy Lehmann and Rob Goudie break down Self-Managed Superannuation Funds (SMSFs) who they’re for, when they make sense, and when they don’t.

SMSFs are often promoted as a powerful strategy, especially for property, but they’re not suitable for everyone. They discuss the real benefits, key risks, tax and fee considerations, and common mistakes people make when setting one up.

General information only. Not personal financial advice.
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Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.