SMSF

SMSF2026-01-30T13:21:27+11:00

Clarity for SMSF decisions

Guidance on Whether an SMSF is Right For You

A self managed superfund (SMSF) offers control, but also complexity. Newealth helps you decide if an SMSF suits your circumstances, then shapes structures, investment strategies and review processes to keep your fund compliant and purposeful.

SMSF strategy that balances control with responsibility

We guide you through SMSF structuring, investment decisions and compliance, and ensures it meets your obligations and goals. With a flexible SMSF you can start building financial security today.

A couple sitting on a couch looking at a tablet

We can help you with

SMSF Suitability

We help you assess whether an SMSF is genuinely appropriate for your goals and capacity. Newealth clarifies responsibilities, risks and strategic advantages so you can make an informed decision with confidence.

SMSF Set-Up

When an SMSF is the right path, we guide you through key structural decisions. Newealth ensures trustee arrangements, member considerations and long-term purpose are aligned and properly established from day one.

Investment Strategy

We develop a compliant, tailored investment strategy for your SMSF. Newealth balances risk, liquidity and retirement objectives, ensuring the approach meets ATO requirements and supports your broader financial plan.

Contribution Strategy

We help structure SMSF contributions and pension withdrawals tax-effectively. Newealth ensures each decision supports cash flow planning, retirement goals and long-term efficiency within the fund.

SMSF Estate Planning

We ensure your SMSF integrates seamlessly with your estate plan. Newealth aligns nominations, reversionary pensions and trustee succession to protect your intentions and provide clarity for future beneficiaries.

Ongoing Compliance

We help you stay ahead of regulatory obligations. Newealth provides ongoing oversight and guidance, reducing administrative burden and ensuring your SMSF remains compliant, efficient and aligned with evolving ATO requirements.

Why choose Newealth?

Our strategic financial planning, expert advice and guidance at every life stage
give you the clarity and confidence to shape your financial future.

A couple standing on the beach at sunset

A Long-Term Partnership Built on Trust and Expertise

We focus on long-term wealth creation with proven, principled investing, not trends or speculation. Our calm, disciplined financial planning, holistic advice and client-first approach help you move forward with confidence.

Confidence in Your Responsibilities

With clear advice and a disciplined framework, you can enjoy the benefits of an SMSF without feeling overwhelmed by rules and paperwork. You stay in control, with our professional support here when you need it.

three people looking at a document on a table

I’ve never felt confident with money, so having someone patient enough to explain everything clearly has made all the difference. Dejan is warm and welcoming; he takes the time to listen, map out the options, and use visuals so it all finally makes sense.​

Rosemary – Client Since 1994

We Can Help You With

Planning

We help you understand where you are financially, clarify your goals and build a practical roadmap tailored to your lifestyle. Clear strategies, smart structures and straightforward guidance to move you forward with confidence.

Start Planning

Investing

We design an investment strategy aligned to your goals and comfort with risk. Evidence-based portfolios, disciplined reviews and transparent advice that helps your money work harder through changing markets and life stages.

Start Investing

Protecting

We safeguard what matters most with strategies that reduce risk and strengthen financial security. Insurance, estate planning guidance and long-term protection measures designed to keep your family and future resilient.

Start Protecting

Feel confident about your financial future

With a clear long-term plan, you gain confidence and control over your financial life. Newealth helps you make informed decisions so you can focus on your work, your family and the future you want.

Dejan Pekic in a white long sleeve polo sitting indoors with his hand resting on his chin.

FAQs

What is a self‑managed super fund (SMSF)?2026-01-30T13:19:38+11:00

An SMSF is a private superannuation fund where you, as trustee or director of a corporate trustee, are responsible for managing the fund’s investments and complying with super and tax laws.

Who might consider an SMSF?2025-12-10T05:11:15+11:00

SMSFs can be suitable for individuals and families who value control, have sufficient balances to justify the cost and complexity, and are prepared to meet trustee responsibilities.

What advice can Newealth provide around SMSFs?2025-12-10T05:13:04+11:00

Newealth can help you decide whether an SMSF is best for you and design the investment and contribution strategy. We coordinate with your accountant, administrator and other specialists so you have a complete picture at every stage.

How does an SMSF investment strategy differ from other super?2025-12-10T05:13:35+11:00

An SMSF can access a wider range of investments, but it must still have a documented strategy reflecting members’ objectives, risk profiles, liquidity needs and insurance considerations.​​

What are the main risks and responsibilities?2026-01-30T13:20:41+11:00

Trustees are ultimately responsible for compliance, record‑keeping, investment decisions and meeting regulatory deadlines, with penalties possible if obligations are not met. That’s why we’re here for guidance whenever you need a hand.

Get in Touch

Get in touch for an obligation-free call to discuss your financial goals.
We will reach out within 48 hours to set up a discovery call.

Sign Up

Sign up to receive clear insights on market trends, along with practical financial, investment and lifestyle guidance to help you make confident decisions.

Newealth helps professionals, executives and families plan, invest and protect their long-term financial future.

The CFP® Certification Program is the highest designation in financial planning worldwide. It comes coupled with commitment to the highest ethical standards and sets CFP® professionals apart from the rest.

Address
Level 10, 276 Pitt Street
Sydney NSW 2000
P: +61 2 9267 2322

General Advice Warning: The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Go to Top