Start your SMSF journey today with

Beda SMSF

Control your retirement with an SMSF

A Self Managed Superannuation Fund (SMSF) is a tool that allows you to take control your superannuation. You can have up to six members, which means you can pool your super with your family to make larger investments and reduce costs. The following guide will list the key benefits, investment options and provide a step by step guide to starting your SMSF journey.

Control

An SMSF allows you to make all the decisions about investments, contributions and income streams.

Investment Options

SMSFs allow you to choose your investments and can allow greater diversification

Reduce Fees

SMSFs have fixed fees instead of the percentage based fees of normal superannuation funds.

Investment Options

1. Cash & Term Deposits

Keeping money in online savings accounts and term deposits helps reduce your risk of a share market crash while still earning some income.

2. Shares & ETFs

Historically the most productive asset class, shares can provide both dividend income and capital growth. ETFs are a great way of spreading the risk.

3. Real Estate

Australia's favourite asset class, property is seen as a safe alternative to the share market. Income is earned from rent and capital growth, however there is a bit more work involved to manage your rental property.

4. Gold & Collectibles

SMSFs can invest in gold, silver and collectables such as artworks. There are special rules for these assets so make sure to contact us before investing in this asset class.

Getting Started

Step 1 - Contact Beda to have a free consultation with one of our SMSF specialists, who will answer any questions you have about superannuation.

Step 2 - We will provide a quote and explain the establishment process.

Step 3 - We will prepare all the documentation and arrange an appointment for signing.

Step 4 - We will prepare the rollover forms to move your existing super balances over.

Step 5 – You can then start finding investments or an investment property.