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Self Managed Super Fund Quiz

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Self Managed Super Fund Quiz

This quiz evaluates your knowledge, readiness, and risk tolerance to determine if SMSF is a suitable choice for you. SMSFs are complex and require active management, compliance with regulations, and a substantial financial position to remain cost effective.

Do you currently have an existing Superannuation account (s)?
Are there any insurance policies linked to your current superannuation account(s)
Are you currently employed and receiving employer superannuation contributions?
Would you like to redirect your employer contributions to your new SMSF?
What are your primary goals for establishing an SMSF? (select all that apply)
Do you have specific asset classes or investments in mind?
Are you comfortable with the responsibilities and legal obligations of managing a SMSF?
Are you aware of the costs involved in establishing and maintaining a SMSF?
Do you have professional advisors (e.g., accountants, financial planners) to assist with SMSF setup and compliance??
Would you like assistance with any or all of the following?
Declaration: I/We confirm that the information provided is accurate and agree to receive further guidance on establishing a SMSF