Ever felt the itch of wanting more from your retirement investments? Tired of generic options that just don't vibe with your financial goals?

Enter SMSF - a trust tailor-made to cushion your golden years.

But with SMSFs offering so much promise, they also come with a heap of responsibility. Think intricate record-keeping, understanding Australian super laws, and managing assets like a pro.

Before you dive in, we're here to help you unpack when, why, and HOW to set up an SMSF. From understanding its very essence to a step-by-step roadmap on getting started, we've got you covered!

Plus, stick until the end for ever-important pointers when it's time to seek expert advice!


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Davie has over 10 years experience in advising businesses in management accounting and taxation issues. He heads up a passionate team at Box Advisory Group who are dedicated to offering proactive and outstanding service to our clients.

Davie’s extensive experience in providing tax and consulting advice and astute business knowledge has paved the way for success for many businesses.

He is a member of the Chartered Accountants Australian and New Zealand, a member of the Australian Tax Practitioners Board and holds a Bachelor of Commerce degree from the University of New South Wales.

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Disclaimer:

This video is for informational purposes only and should not be considered financial or legal advice. This video does not take into consideration your personal circumstances. Consult with a qualified financial planner, tax advisor or legal consultant before making any decisions regarding investments.

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