Self Managed Super

All things SMSF

Self Managed Super

Need to Know

Superannuation is a vital aspect of any wealth and retirement strategy, allowing you to save and invest money while you work to fund your retirement. You can choose to take control of your own superannuation investment through a Self Managed Superannuation Fund (SMSF).

At Crest, our highly dedicated and specially qualified SMSF staff here to help you take control and ownership of your future. With our help, your SMSF will allow you to:

Control your Superannuation

We will ensure that you have a complete understanding of your superannuation and awareness of your retirement savings, so that they are fully in your control.

Pool family assets

The ability to consolidate up to four super accounts with family members means a larger pooled balance and only one set of fees.

Investment flexibility

A SMSF grants access to a wider range of investment options, including direct shares, high yielding cash accounts, corporate debit, direct property and unlisted assets.

Tax effective strategies

With greater flexibility over the tax position of the fund for many trustees, we can offer further advice on how to reduce your overall tax burden even more as you approach retirement.

Control your costs

The cost of running your SMSF depends on the investments you make within the fund, and the larger the balance, the more cost effective it becomes.

Drive forward your wealth and retirement plans

We can offer advice on retirement planning, wealth protection and estate planning to make sure you reach your retirement goals, and ensure you have peace of mind about how your Super benefits will eventually be passed on..

Investing time into managing your super today will open up opportunities in the future, giving you greater control of your retirement savings and helping you achieve your retirement goals..

Self Managed Super

How does it Work?

Self Managed Super

What are the Benefits to Me?

Expert Advice

Tailored Solutions

Lasting Relationships

Control & Ownership