Intentional Wealth

SMSF (Self-Managed Super Funds)

Greater control over your super, with expert guidance by your side

A self-managed super fund (SMSF) gives you more control over your retirement savings, but it also comes with more responsibility.

If you’re considering setting up an SMSF — or already have one — we can help ensure it’s the right fit for you and that it’s managed effectively.

At Intentional Wealth, we provide expert advice to help you understand your options, avoid costly compliance issues, and make confident decisions that align with your long-term goals.

What We Can Help With

Is an SMSF Right for You?

We help you weigh the pros and cons based on your financial position, investment experience, and retirement goals.

SMSF Setup

We take care of the setup process — from trust deed and compliance registration to investment strategy design and account structure.

Strategy and Investment Advice

We help you build and manage a compliant, diversified investment portfolio that matches your risk profile and retirement objectives.

Ongoing Advice & Reviews

We regularly review your SMSF strategy, contribution levels, pensions, and compliance obligations so nothing falls through the cracks.

Working with Your Accountant or Administrator

We collaborate with your SMSF administrator or accountant to ensure everything works together seamlessly.

Is an SMSF Right for You?

A SMSF may suit you if:

  • You want more control over how your super is invested
  • You have a balance (individual or combined) of $250,000 or more
  • You’re comfortable being involved in decision-making
  • You want flexibility to invest in things like property or direct shares
  • You’re prepared to meet the legal and administrative requirements

It’s not for everyone — and that’s okay. We’ll help you make an informed decision either way.

Why Clients Work With Us

We take the complexity out of managing an SMSF. If it suits your needs, we’ll guide you through setup and strategy. If not, we’ll explain why and explore other options that may be a better fit.

At Intentional Wealth, our focus is on providing clear, professional advice tailored to your situation — without pressure or sales tactics.

Considering an SMSF or need help managing one?

Book a consultation to get clarity on your next step.