Self Managed Super Funds (SMSF)

Self Managed Super Funds (SMSF’s) are the fastest growing investment vehicle in Australia today, and First Capital specialises in building strategies using SMSF’s for families and professionals. Why would you want one? Talk to us to find out.


  • Great Vehicle for Family Wealth
  • Many Australian’s use SMSF’s to try to put certainty around the tax effective “transfer of wealth” from parents to children, and balance out cash-flow (money-out can be funded by money-in to prevent selling down assets, for example).


  • Complete Investment Flexibility
  • An SMSF is a type of Legal Trust under the advantaged Superannuation Tax structure, and like a trust can invest money directly into markets or property. It is because of this incredible freedom, there are many responsibilities placed on trustee’s.


  • Customise Arrangements for Members
  • Any single SMSF can have up to four members, and each member an “account” with the SMSF. Being your own trustee(s) you can work with First Capital to manage your superannuation obligations perfectly.


  • Opportunities for Small Businesses
  • There are many different ways to address issues around small partnerships and family businesses using SMSF’s. If you own a small business talk to an adviser today to see what can work for you.