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Michael Hutton

Want to set up an SMSF? Here’s what you need to know

As a general rule, at least $500,000 is needed to set up a viable DIY super fund, with the trustees/members making the investment decisions.

Michael HuttonContributor

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While there are many benefits to having a self-managed superannuation fund, they may not be the best arrangement for everyone. And the key criteria for when to set up a DIY super fund may come as a surprise.

While people tend to focus on the desire for control over investment decisions, one of the most important questions to ask is: what level of engagement and responsibility do they want to have by becoming the trustee of a superannuation fund?

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Michael Hutton is wealth management partner at HLB Mann Judd Sydney.

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    Original URL: https://www.afr.com/wealth/personal-finance/want-to-set-up-an-smsf-here-s-what-you-need-to-know-20211105-p596hp