Take control of your super
For clients who want greater control over their retirement savings, a Self-Managed Super Fund (SMSF) offers flexibility, transparency and tailored investment options.
At Opus Wealth, we help you decide whether an SMSF is right for you—and if it is, we guide you through every step of the journey.
Already have an SMSF? We also provide ongoing strategic advice and support to help you manage it effectively and keep it aligned with your goals.
What we do
Is an SMSF Right for You?
SMSFs aren’t for everyone. They require time, responsibility and a clear strategy. But for the right client, they offer:
- Greater control over investment decisions
- Access to direct assets like property, shares and cash
- Tailored strategies for tax, estate planning and retirement income
- The ability to pool family wealth and manage it collectively
We help you assess whether an SMSF suits your goals, financial position and appetite for involvement.
Whether you’re setting up a new SMSF or already managing one, we provide strategic advice and ongoing support to help you get the most from your fund. Our services include:
- SMSF Setup & Structuring: Coordinating with your accountant and legal adviser to establish your fund and ensure compliance.
- Investment Strategy & Asset Allocation: Designing tailored portfolios that may include cash, ETFs, managed funds, and direct property—while managing concentration risk and diversification.
- Contribution Planning: Helping business owners and late starters maximise concessional and non-concessional contributions, including catch-up strategies.
- Property & Debt Integration: Advising on how to balance SMSF property holdings with broader wealth and debt strategies.
- Compliance & Oversight: Working with your SMSF administrator to ensure your fund meets regulatory obligations and audit requirements.
- Family Wealth Planning: Structuring SMSFs to support intergenerational wealth transfer and estate planning goals.
- Ongoing SMSF Advice: For existing SMSF trustees, we offer regular reviews, strategy updates, and coordination with your accountant and administrator to keep your fund on track.
How it helps you
Planning your next Chapter
We simplify the complexity of SMSFs—whether you’re just exploring the idea or already managing your own fund. Our clients appreciate our hands-on support, including:
- Strategic modelling of contributions and retirement income
- Coordination with your accountant
- Integration of SMSF strategies with broader financial planning
- Ongoing reviews to adapt your plan as laws and life change
- Professional Portfolio Management
Wherever you are, we're with you
Whether you’re setting up a new SMSF or already managing one, we provide strategic advice and ongoing support to help you get the most from your fund.
Why Opus Wealth?
We don’t just manage money—we help you write the next chapter of your life story. With a clear plan and a trusted adviser by your side, you can move forward with purpose and peace of mind.
