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Home  >  Superannuation   >   Self Managed Super Funds

Self Managed Super Funds

For those who want to drive their super and are ready to take control of their super investment strategy.
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Diverting your superannuation into investments such as shares, property and alternate cash funds is a popular way to grow retirement wealth. But managing your own super is not for everyone. For those who are up for it, an SMSF does have some excellent benefits, delivering access, visibility and control.

If, like one-third of all Australians, you have a good understanding of your investment needs, then you really need a superannuation solution with options and control. Yellow Brick Road's self managed super fund (SMSF) is a full service solution that is designed to meet your needs: whether that's the full end-to-end approach or a collection of any of the services. It's really up to you.

SMSFs can be complex, so we've created a solution that makes it easy for our trustees. We take the burden of administration, compliance and auditing out of having an SMSF. Plus, you have a window into your SMSF through My YBR Account, where you can engage with your fund and watch your nest egg grow.

More super solutions

Key features

Flexible solutions

You can opt into our end-to-end solution or keep your accountant involved and hand pick from our selection of services.

Expert investment advice

Alongside the SMSF, we offer financial advice on retirement funding, insurance, investment selection, structuring and asset allocation.

Start from scratch or transfer over

We can set up a new SMSF with you that includes all the bells and whistles, or we can transfer over your existing SMSF.

Power of property through SMSF

All the expertise on lending through your mortgage broker plus all the expertise of your adviser, making property purchases easy.

Less parties and hassle, more opportunity

Rather than have experts in multiple locations, our SMSF integrates lending, investment advice and SMSF administration under one roof.

More than an accountant can offer

Having an SMSF with your accountant means you'll need multiple experts for your additional financial needs: property, debt advice.

It's time to take control of your finances

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The information presented is general in nature and does not take into account your personal goals and objectives. This information does not represent financial product advice. You should always seek independent legal and financial advice before making a decision in relation to a financial product. Read the Product Disclosure Statement (PDS) before making a decision.