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.