Lead video for context
A short framing video explains why retirement planning comes before SMSF setup.
Use this page to frame the SMSF suitability decision before the meeting. For Australians who want control, income clarity and a practical plan before changing super structure.
Book a consultationA short framing video explains why retirement planning comes before SMSF setup.
Latest super balances, target retirement timing and key questions are enough for a first conversation.
Think about the investment choice you want and the admin load you would accept.
The next step should be clearer before formal advice or paperwork begins.