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Understanding SMSF

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Understanding SMSF

AMP has a wealth of information you can draw on to build your knowledge of self-managed super funds. Start by reviewing the topics below and click through to learn more about each one.

Investment strategy

An SMSF must have an investment strategy which sets the guidelines for how the assets will be invested. The key component will be the allocation to different types of investments. Read more

Types of Investments

SMSFs can invest across a wide range of investments. Shares, property and cash are the most common investments but many others are also allowed. Read more

Making investments

To make your investments you will typically use a range of service providers like stock brokers, banks, property managers, among others. There are certain rules you need to be aware of. Read more

Trustees

An SMSF is a trust so it must have trustees. The individual members can be the trustees or a corporate trustee can be used. Read more

Setting up a new SMSF

A new SMSF requires a few things to be put in place to ensure it complies with superannuation laws. We can help you get it all set up. Read more

Transferring an existing SMSF

If you already have an SMSF administered by your accountant or another SMSF administration provider, how can you transfer it to the AMP SMSF administration service Read more

Compliance

SMSFs need to ensure they comply with legislation. We can help you make sure you have the appropriate processes in place. Read more

Audit

Each year every SMSF must be audited. AMP will facilitate this for you. Read more

Tax

SMSFs benefit from favourable taxation laws to encourage Australian’s to provide for their own retirement. Read more

Right for you

Is a self managed super fund right for you? AMP will prepare you by asking the necessary questions such as, having enough super, how much an SMSF will cost, and account and trustee information. Read more

What’s next?

What is an SMSF?

Understand some key differences between an SMSF and traditional super

What is an SMSF?

Make sure an SMSF is right for you

Information to help you decide if an SMSF is right for you

Is an SMSF right for me?

Explore SMSF investments

Once you you’ve decided an SMSF might be right for you, explore investment types for your SMSF

Explore SMSF Investing

The AMP SMSF Administration service

Once you understand SMSFs, start one with the AMP SMSF Administration service

Apply

Important Information

Before deciding what’s right for you, it’s important to consider your particular circumstances and read the relevant Product Disclosure Statement, Target Market Determination or Terms and Conditions available from AMP at amp.com.au or by calling 131 267.

Any advice and information provided is general in nature, hasn’t taken your circumstances into account, and is provided by AWM Services Pty Ltd ABN 15 139 353 496 (AWM Services), which is part of the AMP group (AMP). Read our Financial Services Guide for information about our services, including the fees and other benefits that AMP companies and their representatives may receive in relation to products and services provided to you. All information on this website is subject to change without notice.