Contact
The SMSF Adviser
WE.
1300 459 101
a strategic Partner of Wealth Effect Group & The WE Love Group.
Welcome
Our mission is to empower and educate SMSF trustees, accountants, and advisers. We understand that the self-managed super fund (SMSF) space is intricate and filled with complexities. Our goal is to demystify this landscape by providing clear, comprehensive education and support to Australians.
On our website, we strive to offer valuable insights and assistance whenever needed, ensuring you have the knowledge and confidence to make informed decisions about your financial future. Follow us, and we'll guide you through the intricacies of SMSFs, helping you unlock the full potential of your superannuation. Share this page with your friends, and please reach out if you have any questions. We are always here to help.
We look forward to supporting you on your financial journey!
Andre Dirckze
Taking Control of Your Super: Why SMSF's are Booming in Australia
Understanding then Advice
More and more Australians are looking to take greater control and be involved in their superannuation. With over a third of the total superannuation pool of funds in this sector, the Self Managed Super Fund (SMSF) is becoming the retirement vehicle of choice for many. There are now more than 603,000 SMSFs covering approximately 1.1 million members, with assets totaling close to $870 billion, growing faster than any other sector apart from mandated contributions to MySuper accounts.
​
WE. promise to guide you in deciding if an SMSF is right for you!
? Not sure if you have enough to run your own fund?
​​
? Don't know if it would suit your needs?
​
? Need guidance on how to invest?
​
? Want to know more about what is involved?
WE. believe there may be better solutions for many people so find out your options.
WHY SO MANY SWITCH TO AN SMSF
Self Managed Superannuation (SMSF) empowers you to take control of your retirement savings. Imagine consolidating your family's superannuation into a single account, you can leverage the combined funds to make strategic investment decisions tailored to your financial goals.
With an SMSF, you enjoy the transparency of knowing exactly where your money is invested and benefit from the synergies of higher investment balances. This approach not only enhances your potential returns but also provides you with the flexibility and control to create a retirement strategy that aligns with your vision.
​
Imagine having the freedom to choose the investments that best suit your needs, from property and shares to other asset classes, all while optimizing your tax position and saving on fees. An SMSF offers unparalleled transparency and a hands-on approach to managing your superannuation, giving you peace of mind and a greater sense of security for your future.
​
Ready to take the next step in securing your financial future?
Contact us for a discussion on how a Self Managed Super Fund can work for you. Let’s explore how you can harness the power of SMSF to achieve your retirement dreams.
Understanding the New Division 296 Tax on Superannuation Balances Over $3 Million
Proposed Division 296 Tax
From 1 July 2025, an additional 15% tax will be imposed on the earnings of superannuation balances exceeding $3 million. This tax is designed to apply only to the portion of the balance above $3 million, effectively increasing the tax rate on these earnings to 30%.
​
WHAT YOUR SMSF CAN INVEST IN
Costs & Fees
Everything you need to know....
One of the most frequently asked questions about starting and running your own Self Managed Superannuation Fund (SMSF) is about the costs involved. To simplify this, we break it down into four key areas: initial advice costs, establishment costs, ongoing administration fees, and ongoing advice costs.
​
Contact Us
1300 459 101