My SMSF – a strategic approach leads to a strong return

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Members: Husband and wife trustees.
Fund commenced: In 2000.
Pension or accumulation: In part-pension mode since January 2013 and full pension mode since 30 June 2014.
Fund size: Varies with markets but around the $1.5 million mark.

Why did you start a SMSF?

I wanted to take control of my wealth creation journey and have the flexibility to move quickly. At least then I only have myself to blame. I am a strong believer that no one is more interested in my wealth wellbeing than myself.

Are you pleased with its performance?

I am more than meeting the investment strategy of the fund over the 14 years it has been operating.

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