Self-Managed Superannuation Funds (SMSFs)

Gain control of your financial future with a Self-Managed Super Fund

Superannuation is a vitally important savings and investment vehicle for providing income in retirement. For many Australians, the amount they contribute to their ‘super’ fund, and the way in which those contributions have been invested and managed, will have a profound impact on the quality of life they can look forward to beyond their working years.

For this reason, an increasing number of Australians today are choosing to gain more control of their financial future by establishing their own Self-Managed Super Fund (SMSF).

An SMSF enables you to make your own decisions about the way your superannuation contributions are invested and may also offer a number of taxation and estate planning benefits. However establishing and managing such a fund can be complex, time consuming and costly. More importantly, without sufficient investment expertise, or a comprehensive understanding of relevant taxation law and the broader regulatory environment, your fund may not perform better than one offered by the big banks, or those of retail or industry funds.

Simplified SMSF management with access to investment expertise

The Markiewicz & Co. Self-Managed Super Fund service has been developed to assist our private clients to manage and administer their own superannuation fund. This highly flexible service provides a personalised solution to establishing and administering an SMSF, and enables you to access Markiewicz & Co.’s deep financial expertise and comprehensive investment knowledge, together with the appropriate legal and taxation advice.

The Markiewicz & Co. SMSF service can assist you:

  • Establish and administer a new SMSF
  • Transfer the administration of an existing SMSF to Markiewicz & Co. and its associates
  • Simplify the onerous and time consuming responsibilities of being a trustee
  • Develop a trustee-approved investment strategy and advise you on important investment considerations.

For further information about the Markiewicz & Co. SMSF service, please read the brochure.

Can we help you with your SMSF?

Markiewicz & Co. can help you establish and administer a Self-Managed Super Fund, or take over the administration of an existing SMSF. For more information, talk to your Markiewicz & Co. adviser, call us on 1300 276 112 or send an email.

Contact us

To find out more about Markiewicz & Co's services, or to contact an adviser, please call us on 1300 276 112 or fill out the form below.