SMSF Adviser’s Navigating Excellence Guide

Managing an SMSF can be challenging, with trustees required to balance a raft of responsibilities and stay abreast of changes to the operating environment. In addition to generating returns for members, SMSF trustees are responsible for ensuring compliance with regulatory, taxation, and administrative obligations while also monitoring the macroeconomic environment and developments in the technology space.

Given these challenges, it’s imperative for SMSF trustees to consult professional service providers with the expertise to unpack complexities. Service providers include financial advisers, investment managers, accountants, legal professionals, and technology solutions providers.

SMSF Adviser’s Navigating Excellence Guide offers deep insight into the SMSF landscape and aims to equip trustees with the tools to identify the right professional service providers.

Specifically, this special guide includes:

• Key trends underpinning the SMSF landscape and the outlook for the burgeoning space.
• Best practices and essential considerations when selecting a professional service provider.
• Insights from some of Australia’s award-winning SMSF service providers.

Together with partners Acis, Aquila Super, Franklin Templeton, and Macquarie, the team at SMSF Adviser hopes this special guide contributes to the growth and success of your SMSF.