BSB 805 050

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BSB 805 050

Self-Managed Super Fund

Take charge of your retirement with a Self-Managed Super Fund

Many Australians are choosing to take charge of their retirement with a Self-Managed Super Fund (SMSF). A SMSF can provide greater investment flexibility, offer unique tax options and gives you the opportunity to manage your retirement - your way. However, a SMSF will require a greater level of time and financial knowledge to ensure it is compliant and effective.

Your Financial Planner can assist you with understanding whether a SMSF is right for you and the benefits of a SMSF, whilst navigating the complexities of setting up and managing on a day to day basis.

Importantly, whilst it’s never too early to start thinking about your desired retirement lifestyle, we can also assist you to maximise your benefits even if you are close to retirement, or if you are forced to retire early or unexpectedly.

A Self-Managed Super Fund is a big commitment but offers unparalleled financial control and a People’s Choice Credit Union Financial Planner can assist you with making the right decision regarding your financial future.
You can enquire about a SMSF online, over the phone by calling 1300 132 982 or by visiting your nearest branch to arrange an appointment.

You may also need:

  • Professional advice on accounting, tax and legal requirements
  • Personal insurances including Income Protection, Life Insurance, Trauma Insurance, and, Total and Permanent Disability Insurance

Our Financial Planners can help you establish and manage your Self-Managed Super Fund.

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Please call us on 1300 132 982 from 9am - 5pm, Mon – Fri (ACDT) to arrange for a Financial Planner to contact you. Alternatively you can enquire online.

*Response timeframes based on same business day if before 3pm otherwise next business day.

The information on this page is not intended to constitute financial advice.  For full details of the Financial Planning services we offer please refer to our Financial Planning Financial Services Guide (FSG), available from us. You should consider the Product Disclosure Statement (PDS) for the product before deciding whether to acquire it. The PDS is available from us. Any financial product advice on this page has been prepared without taking account of your objectives, financial situation or needs, so before acting on it you should consider the appropriateness of it having regard to those matters. People’s Choice Credit Union is a trading name of Australian Central Credit Union Ltd ABN 11 087 651 125 AFSL 244310. In Western Australia, our Financial Planning services are provided through Financial Solutions Australasia Pty Ltd ABN 36 008 939 599 AFSL 244308 (Financial Solutions), a wholly owned subsidiary of People’s Choice. Financial Solutions is not an authorised deposit-taking institution and its obligations do not constitute deposits in or liabilities of People’s Choice and are not guaranteed by People’s Choice.

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