Self-Managed Super Funds are ideal for some, but not for everyone. Find out if you're a suitable candidate by completing the questionnaire below, and clicking the Assess button at the end. Once you submit your questionnaire, we will follow you up to discuss the results. This consultation is complimentary and there is no obligation to proceed with us, should you not wish to.

Your Background

To determine your prior experience level with managing an SMSF, please answer the following questions.

1. Have you previously owned or operated an SMSF or Business? Yes No
2. Are you able to manage investments directly or indrectly (eg. appoint a manager)? Yes No
3. Do you understand the requirement for maintaining financial records (eg. Bank Statements, Share Certificates, Dividend Statements)? Yes No
4. How many members are required in your fund at any time? (Maximum of 4)

Additional Information

Answering the following questions will help us to understand your circumstances better should you choose to follow up your results.

5. Are you aware of any of the following:

a. Each member of the SMSF
must be a trustee? Yes No b. You should consider having a Corporate (company) Trustee? Yes No c. You will be required to have an investment strategy for the SMSF? Yes No d. The amount of contributions to be made annually for each member
has an upper limit? Yes No e. It is possible for the SMSF to borrow funds in limited circumstances? Yes No f. You can only pay members from the SMSF once conditions of release are met? Yes No g. The SMSF must be audited annually? Yes No

Current Total Value Of Accumulated Assets

5. Please enter the value of your accumulated assets for each member.

Member 1 $
Member 2 $
Member 3 $
Member 4 $
Total Funds: $

Timeframe to Retirement
and Commencement of Pension Payments

6. Next, we need to gather some information about their current age, and estimated pension age. Please click the "Add Member" button to create new forms so you can add this information in for each member.

Add Member

SMSF Investments - Expected Investment Mix

7. Enter in values that represent each portion of your investment mix, to make a total 100% (eg 60 + 30 + 10)

Cash / Term Deposits %
Shares / Trusts - Listed or Unlisted %
Property (Direct Ownership), Instalment Warrants %
Total %

Congratulations!
You qualify for the SMSF.

Optional followup

If you would like to receive a followup to your assessment, please enter your details below so we may contact you.

Your full name
Your email address
Your phone number

Assess Now!

8. Click the button below to process the form to receive instant feedback on your results. If we find any issues, you will be directed to the section of the questionnaire that requires attention, and further advice will be provided.