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Navigating Self Managed Superannuation

Self Managed Superannuation

Self-managed superannuation funds (SMSF) are an option for people who want to have greater control over their superannuation and retirement future.

Operating your own superannuation fund can provide investment flexibility, strategic control, estate planning advantages and potential cost savings. These are some of the benefits that can make SMSFs an attractive option. However, legislative requirements and the demands of managing investments mean that it is not as straight forward as it may first appear.

Big Sky Building Society and Big Sky Financial Planning work together to provide you a comprehensive SMSF solution to meet your needs. SMSF loan, deposit and transaction accounts are offered by Big Sky Building Society, while all personal financial advice is provided by the qualified and experienced financial advisers at Big Sky Financial Planning. 

Together, the Big Sky team can help you keep in control with information and support at all stages - from set up through to ongoing management of your SMSF. While we provide a comprehensive solution for SMSFs, you can choose the extent of advice and support you require.

Considering a SMSF?

Advisers at Big Sky Financial Planning can:

It’s important to remember your SMSF is a structure to hold your investments, with the aim of funding your retirement. Ensuring the right strategy, ongoing review and management of the investments all helps to deliver the returns and benefits you’re looking for. Establishing your SMSF is only the first step in achieving your goals. 

Have an existing SMSF?

Big Sky Financial Planning can help you:

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This website contains general advice only and does not take into account the objectives, financial situation or needs of any particular person. You should obtain financial advice relevant to your circumstances before making investment decisions. Whilst every care has been taken in the preparation of this information, Big Sky Financial Planning Pty Ltd does not guarantee the accuracy or completeness of the information. Big Sky Financial Planning Pty Ltd does not guarantee any particular outcome or future performance. Big Sky Financial Planning Pty Ltd is not a registered tax agent. If you intend to rely on any tax advice on this website you should seek advice from a registered tax agent. Big Sky Financial Planning Pty Ltd is a Corporate Authorised Representative of Australian Unity Personal Financial Services Ltd ABN 26 098 725 145, AFSL & Australian Credit Licence No. 234459, 114 Albert Road, South Melbourne, VIC 3205