A Self-Managed Super Fund (SMSF) can offer flexibility, control, and strategic benefits for business owners, but with those advantages come responsibilities.

Whether you’re considering your first conversation or already managing your fund, understanding each stage helps ensure you’re making informed, compliant, and
future-focused decisions.

This guide will walk you through the complete lifecycle of an SMSF, from the initial conversation through to eventual closure. Use this resource to clarify your next steps and work in partnership with your trusted advisers.