Self Managed Super Funds

Self-managed super funds (SMSFs) are now the largest and fastest growing segment of the super industry.

Is an SMSF right for me?

The sole purpose of an SMSF is building savings for your retirement. If you are looking for greater control or flexibility of your superannuation investment, a SMSF may be right for you.

How much do I need to start an SMSF?

Cost effectiveness and investment diversification are key to a successful SMSF. Generally around $200,000 is the recommended amount to set up an SMSF.

What will an SMSF cost?

Costs are associated with the set up and the ongoing management. An SMSF can be the sum of funds of a maximum of four members, and the costs associated of a SMSF will reduce as the fund balance increases.

What is involved in setting up an SMSF?

According to the ATO, there are four key steps in setting up an SMSF:

  • Establish the trust
  • Elect to be a regulated fund, obtain a Tax File Number and an ABN
  • Prepare an Investment Strategy
  • Open a Bank Account

Blue Lantern can help in the set up process and assist with the investment strategy for your fund.

How do I manage a SMSF?

As the trustee, you have direct control over your investment decisions. You will have the responsibility for the administration, management and investment of your super fund. There are many rules and regulations for the accounting, compliance and administration that govern super that are designed to protect your retirement savings.

Get Expert Advice

Specialist Self Managed Super Fund accounting, advice and administration services can help with your investment strategy, as well as your compliance and regulation responsibilities.


Whether you are looking to buy your first (or 10th) investment property or a family home; we can advise you on the “why” and “how” of buying property. We can also help with advanced property investment strategies including commercial real estate and buying a property within a Self-Managed Superannuation Fund (SMSF). Learn more

Superannuation & SMSF

We start with an analysis of your current super, explain your numerous options and then work with you to tailor a long-term plan that’s right for you. Advice strategies can include a range of contributions, tax minimisation, cost reduction, super consolidation, performance maximisation and specialist SMSF options. Learn more


Whether you are already retired, in transition or just planning ahead, we can help you make the most of your resources by helping you to formulate a tax-effective investment strategy that caters to your lifestyle needs; taking into account Centrelink eligibility and estate planning concerns. Learn more

Estate Planning

Ensuring that your wealth is transferred according to your wishes, in a smooth and tax-effective manner, is key to your peace of mind. We can help you to plan for your dependants with efficient tax and ownership structures, revision and monitoring of your estate plan and income planning. Learn more


Building your wealth is just as important as protecting it. Illness, injury and death all have a significant impact on both your family and finances. We can help to make sure that you look after yourself and your loved ones with an assessment of your financial risk and implementation of a tailored risk-management package. Learn more


Whether you are seeking to refinance your existing loans or are looking at using new debt to fund either personal, business or investment goals, we can assist by assessing your borrowing capacity, advising on loan structures, shopping around for an appropriate lender and making sure you have access to the most competitive interest rates. Learn more

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If you are ready to start making changes to your financial future and meet with an expert adviser, please make an appointment using the form below.

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