Assisting with your Self-Managed Superannuation Fund

Take Control of Your Superannuation

When contemplating retirement savings, the decision to manage your own superannuation fund could mark a transformative step towards financial autonomy. Self-managed super fund (SMSF) services offered by Slack-Smith Partners include:


  • Helping clients establish their SMSFs by handling legal documentation
  • Creating & executing customised investment plans aligned with financial objectives & risk tolerance
  • Advising on SMSF regulatory compliance obligations
  • Providing continuous administrative support, including bookkeeping, record maintenance & financial statement preparation
  • Organising annual audits & preparing reports to ensure the fund is compliant & transparent


If you're considering taking control of your superannuation through a SMSF, we invite you to call us on (02) 6761 3461. We operate across New South Wales, including Sydney, Tamworth, Gunnedah and Narrabri.  

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A Woman Is Sitting at A Table Using a Laptop Computer — Slack-Smith Partners in Tamworth, NSW
A Man Is Sitting at A Table Using a Laptop Computer — Slack-Smith Partners in Tamworth, NSW

Why Choose a SMSF?

A SMSF offers numerous benefits for individuals seeking greater control over their retirement savings. One of the primary advantages is the ability to tailor investment strategies to specific financial goals and risk tolerances, providing more flexibility compared to traditional super funds. SMSFs allow members to invest in a broader range of assets, including direct property, shares and private companies.


Another benefit is the potential for cost savings, as managing your own super fund can reduce fees associated with retail or industry funds. SMSFs also provide tax benefits, including concessional tax rates on investment income and capital gains within the fund. Furthermore, SMSFs offer estate planning advantages, allowing members to control how their superannuation benefits are distributed upon their death.


This flexibility and control can lead to more effective wealth management and retirement planning, helping to ensure members' financial goals are met in a personalised and efficient manner. To find out whether a SMSF is the right choice for you, contact Slack-Smith Partners today.

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Frequently Asked Questions

  • What is a SMSF?

    A self-managed super fund (SMSF) is a private superannuation fund managed by its members, offering more control over investment decisions and retirement planning.

  • How many members can a SMSF have, and what are their responsibilities?

    A SMSF can have between 1-6 members, all of whom are trustees responsible for managing the fund. The trustees must manage the fund’s investments, ensure compliance with superannuation and tax laws, maintain accurate records and organise annual audits.

  • Who can be a member of a SMSF?

    Generally, anyone over 18 years can be a member, including individuals, family members and business partners. All members must also be trustees or directors of the corporate trustee.

  • What can a SMSF invest in?

    SMSFs can invest in a wide range of assets, including property, shares, bonds, managed funds and even collectibles, subject to certain regulations.

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