SMSF
SMSF advice
A self-managed super fund gives you control, along with legal responsibility as a trustee. Wealth Mantra’s advisers help you decide whether an SMSF suits you, set its investment strategy and review it over time.
On this page
Who it’s for
People considering an SMSF
Those weighing up whether to set one up.
Existing trustees
Trustees wanting advice on investments or strategy.
Business owners
Owners thinking about holding business premises in super.
What’s included
Is an SMSF right for you?
Costs, time, skills and responsibilities compared with other super options.
Investment strategy
A written investment strategy for the fund.
Contributions and pensions
Strategies for contributions and retirement income.
Ongoing reviews
Reviewing the fund’s strategy and investments.
How it works
Suitability
Your adviser assesses whether an SMSF suits you.
Advice
Recommendations are given in a Statement of Advice.
Set-up and running
SMSF Genius and Business Mantra Accountants can handle set-up and yearly administration.
Review
Strategy and investments are reviewed over time.
Good to know
Trustee responsibility
Every SMSF trustee is responsible for the fund following the law, even when others help run it.
Licensed advice
Advice about setting up an SMSF or its investments is personal financial advice and must come from a licensed adviser.
Questions
Can’t find your answer? Ask us and we’ll pass your question to the right business.
Answers are general information, not personal advice.
Reviewed by Wealth Mantra’s licensee · Last updated 6 October 2026
Insights
Guides from the group’s specialists
SMSF
The Complete SMSF Trustee Compliance & Audit Guide: ATO Rules, Investment Strategy, and Auditor Independence
What SMSF trustees must do each year: the sole purpose test, an investment strategy, the choice of individual or corporate trustee, and an audit by an independent approved auditor.
SMSF Genius · 4 min read
Important information
General information only: it does not take your personal circumstances into account.
Services described here may be subject to eligibility, professional registration or licensing requirements. Confirm the relevant scope and documents directly with Wealth Mantra, SMSF Genius before proceeding.
Next step
Ready to talk aboutSMSF advice?
Tell us a little about your situation and we’ll pass it to the Wealth Mantra team.
