Enjoy unprecedented access to high-performing investments, with scale, expertise and experience.

An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and administration of your super fund.

With the right self-managed super fund specialist advisor, you can enjoy unprecedented access to high-performing investments, alongside scale, expertise and experience. 

A self-managed super fund (SMSF) puts you in control of your financial future, allowing you to manage your super fund investments proactively. 

An SMSF enables you, as a member, to actively participate in the management, investment and administration of your super fund. It can be a highly effective way to maximise your funds for your retirement — but it’s also substantially riskier than a traditional superannuation fund. 

Accordingly, there are some key considerations when you’re thinking about opening an SMSF. 

  • What are my investment goals? 
  • Am I eligible to set up an SMSF — and how many members will I have? 
  • Who should be my trustee?
  • What are some of the advantages of having a SMSF?
  • Can super contributions from your employer be paid in to your SMSF?
  • What other types of superannuation contributions can a SMSF accept?
  • What is a reasonable balance to have in superannuation before considering setting up a SMSF?

This is why it’s critical to consult with SMSF strategic advisors like Treysta Wealth before proceeding. You’ll be able to discuss the advantages of having an SMSF, look at the benefits of having a personal vs corporate trustee, discuss long-term investment options and look at options like wealth protection insurance

So why not take the first step and get in touch today? The team at Treysta Wealth is ready to help you get started on your self-managed super fund journey.

Money Moments

Some of life’s biggest moments start with a simple question.
Here are some examples of how we’ve helped clients to answer them.


A member of an SMSF fund is an individual who has either made contributions to the fund or is eligible to receive benefits from the fund. When the person retires, they’ll be eligible to receive either a lump-sum payment, a pension or a combination thereof.
Currently, an SMSF can have one to four members. There is proposed legislation to increase this number to 6 people, but it has not yet passed in Parliament. The members involved can encompass a variety of different structures; for example, it’s not uncommon to see spouses or long-term partners as members within an SMSF together. Family members may also choose this type of arrangement to look at ways of protecting or increasing long-term wealth, too. Your self-managed super fund specialist advisor will be able to help you determine the most appropriate arrangement for your needs and goals. There must also be a trustee, which can be an individual or corporate entity. They are not a member or direct beneficiaries — however, they are responsible for ensuring that the SMSF is operated in good faith and for the benefit of members.
There’s an initial setup fee, starting from $550 for individual trustees and $1650 for corporate entities. However, the specifics vary according to the complexity of the arrangement. There is also a yearly ongoing fee for as long as the SMSF exists — your self-managed super fund specialist advisor will be able to provide you with more details.
As a rule of thumb, ASIC and the ATO recommended having around $200,000 in superannuation prior to starting an SMSF.
Yes, but there are some caveats. Assets purchased by the SMSF must be kept at “arm’s length” from the members — they can’t be used by the trustee, members or related parties (e.g. family, employees, business partners etc).