Findex provides integrated SMSF administration and advice, bringing accounting, financial planning and lending together for more than 6,000 SMSF clients across 90-plus offices in Australia. Whether you're considering establishing an SMSF or already managing one, understanding your options is the first step towards making informed decisions.

An SMSF gives you the flexibility to tailor your retirement savings to your own circumstances. Whether you're investing in property, managing investments directly or planning for retirement, the decisions you make today can have a lasting impact.

With that flexibility comes responsibility.

As a trustee, you're responsible for running the fund and meeting its legal obligations. While professional advisors can provide administration support, technical expertise and strategic advice, the responsibility for managing the fund always remains with the trustees.

As your circumstances change, so do the decisions your SMSF may need to make. Investments, contributions, pensions, tax, estate planning and changing legislation can all influence the most appropriate course of action.

Our advisors can help you understand your obligations, explain the options available to you and support you to make informed decisions.