Self-Managed Super Fund (SMSF) Melbourne
Why an SMSF Might Suit You
Our SMSF Solutions
We offer end-to-end SMSF support, from initial strategy to ongoing management. This may include:
- Advice on whether an SMSF suits your circumstances and goals
- SMSF establishment and structuring in line with legislative requirements
- Investment strategy design to align with your risk profile and retirement objectives
- Ongoing compliance management to meet ATO and regulatory obligations
- Contribution and withdrawal planning to optimise tax outcomes
- Pension strategies for the transition to retirement or full retirement phase
- Integration of SMSF strategies with your broader wealth and estate planning
- Regular reviews to ensure your fund remains compliant and on track
Who This Suits
Individuals with sufficient super balances to justify the cost and complexity of an SMSF
Investors wanting more control and flexibility over their retirement savings
Those seeking to hold specific assets such as direct property within super
Clients wanting to integrate super strategies with broader wealth and estate planning
Take the Next Step
Book a 15 minute clarity call to explore whether an SMSF is right for you and discover how we can help you set up, manage, and optimise your fund with confidence.
Why Obsidian Wealth
We take a strategic, disciplined approach to SMSFs, ensuring that control does not come at the expense of compliance or performance. By aligning your SMSF strategy with your long-term goals, we help you take full advantage of the benefits while managing the responsibilities effectively.
