DIY Super

 

Control your contributions, investment choices and benefit payment timings with a Self-Managed Super Fund (SMSF) or 'DIY Super'.

Take control of your super with a DIY Superannuation fund

A Self-Managed Super Fund (SMSF or DIY Super Fund) performs the same role in managing its members’ investments as other superannuation funds. Generally, the difference is that the members of self-managed super funds are also the trustees, meaning that they have control over how and where investments are made. A SMSF allows you to control your contributions, investment choices and benefit payment timings.

Some advantages people see in running their own superannuation fund
  • Control
    Trustees can control the investment strategy to determine how and where investments are made.¹
  • Flexibility
    Trustees can fine tune the investment strategy according to specific financial circumstances and objectives.
  • Potential Tax Savings
    A SMSF can be a tax effective vehicle.²

¹ The investments need to be in line with the SMSF's investment strategy.
² There is a possibility that you can use an SMSF to minimise your tax liability. We strongly recommend you consult with your tax adviser before you establish an SMSF.

Is a SMSF right for you?
You should be comfortable with making investment decisions, and informed about the levels of responsibility required. As trustee for the SMSF you are responsible for the compliance of the fund. You should be aware that superannuation laws are complex and there are heavy penalties for failure to comply with them. We recommend you seek advice before deciding if a SMSF is right for you and read widely on the topic – a starting point is information provided by the ATO.

Why use our services?
  • It’s simple; we offer choice! We offer a range of investment products including shares, managed funds, warrants, options, and structured products - all in one place, on one account.
  • You get all the choice you need, through one platform, which delivers consolidated reports come tax time.

If you already have a SMSF, why not join us today? It’s free to open an account.

Apply Online

The information and any advice provided has been prepared without taking account of your objectives, financial situation or needs. Before acting upon any advice, you should consider whether it is appropriate for you. E*TRADE is not recommending that you establish a Self Managed Super Fund. Self Managed Super Funds may entail greater risk than retail superannuation funds: you have increased legal and administrative responsibilities as a trustee within a Self Managed Super Fund, and you may not have access to the same level of investment expertise as in a retail superannuation fund. Before making any decision in relation to your superannuation E*TRADE Australia recommends that you seek independent professional advice. Breaches of superannuation laws can result in substantial penalties.

The E*TRADE Online Investing service is provided by ETRADE Australia Securities Ltd (trading as "E*TRADE Australia") (ACN 078 174 973, AFSL No.238277), an ASX and Chi-X Australia Participant. Australia and New Zealand Banking Group Limited (ACN 005 357 522) (“ANZ”) provides the DIY Super Service. E*TRADE Australia is a subsidiary of ANZ and is a separate entity from ANZ. ANZ does not have any liability to you in respect of any information, product or service offered by E*TRADE Australia. Similarly, E*TRADE Australia does not have any liability to you in respect of ANZ’s activities and services. © 2003 E*TRADE Financial Corporation and E*TRADE Australia. All rights reserved. E*TRADE and the Asterisk Logo are registered trademarks of E*TRADE Financial Corporation or its subsidiaries and are used with permission.

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