Take Control With an SMSF
BlueRock provides a one-stop-shop for SMSF services, including accounting, investment strategy, SMSF loans and more. Your dedicated SMSF adviser takes care of all the things necessary to set up an SMSF, then meet ongoing SMSF compliance and accounting needs.
Our SMSF advisers also provide access to SMSF loan experts, financial advisors, property lawyers and more. Everyone you need on your team to make your self-managed super fund, super!
Service Toolkit
What is an SMSF?
A self managed super fund (SMSF) is a superannuation trust structure that provides benefits to its members upon retirement.
The main difference between SMSFs and other super funds is that SMSF members are also the trustees of the fund. SMSFs can have between one and six members, and one of the main advantages is the level of control that trustees have when it comes to tailoring the fund to meet their individual needs.
How do Self-Managed Super Funds work?
SMSFs are established for the sole purpose of providing financial benefits to members in retirement and their beneficiaries on death.
They have their own Tax File Number (TFN), Australian Business Number (ABN) and transactional bank account, which allows them to receive contributions and rollovers, make investments and pay out lump sums and pensions. All SMSF investments are made in the name of the fund and are controlled by the trustees. As a trust, an SMSF requires a trustee.
Thinking about an SMSF?
Why Engage an SMSF Specialist? Hear from our client!
We caught up with BlueRock client Jess Nardella, owner of high-end construction firm DuoBuilt to talk about investing in property through an SMSF.
What Our SMSF Clients Say
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"Reliable, knowledgeable and experienced, the BlueRock SMSF Advisers are the gold standard in customer service"
My experience with the BlueRock Superannuation team was seamless from the beginning. George and his team smoothly navigated our existing funds into an SMSF, through which we were lucky enough to purchase our business premises.
Jess Nardella, Director of DuoBuilt
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"We will continue our seven year relationship with the team"
Retiring is always full of the unknown and scary for a lot of us; setting up a Self Managed Super Fund is way scarier. Why? Because most of us don’t understand why and what it all means; if we did we would be setting up and managing it all ourselves. That is where my experiences with the BlueRock team made things so easy because they have earned a good level of trust, they cover all bases that need to be covered and I don’t have to do anything! What can I say except we will continue our seven-year relationship with the team.
Chris and Jan Mack, BlueRock Client
