Managing your own superannuation through a Self-Managed Superannuation Fund (SMSF) can offer greater flexibility and control over your retirement savings for the right people in the right circumstances.

We help you determine whether an SMSF is the right choice for your personal circumstances and guide you through the process of establishing and/or maintaining, and also informing you of your ongoing obligations.

Ongoing advice is then tailored to your unique financial situation and retirement goals. This includes practical guidance on investment strategies, contributions, and benefit payments, while helping to ensure your SMSF remains compliant with superannuation and regulatory rules. Our focus is on providing advice that is easy to understand, timely, and aligned with your long-term objectives.

With prompt, reliable service and a personal approach, we commit to helping you manage your SMSF with confidence, clarity, and peace of mind as you work towards a secure retirement.

Self-Managed Superannuation Fund (SMSF) Advice

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SMSF Fact Sheet

Salt and Stone Financial Planning Pty Ltd ABN 55 693 360 413, trading as Salt and Stone Financial Planning is an authorised representative of GPS Wealth Limited ABN 17 005 482 726 holder of Australian financial services license number 254544 (“GPS”). GPS is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. The Information on this web page is not financial product advice and is provided for information only.