Breaking news in superannuation!

This week, fresh research from the SMSF Association has confirmed what many of us in the industry have known for a long time - Self-Managed Super Funds (SMSFs) are delivering better results than traditional APRA-regulated funds. Over the past five years, SMSFs achieved an annualised return of 6.5%, compared to 5.3% for APRA funds. That’s a serious edge!

But beyond the numbers, let’s talk about why SMSFs truly excite me and why I believe they are the ultimate way to take control of your financial future.

Taking Control of Your Own Future

For too long, people have treated super as something that just ticks away in the background - managed by someone else, with little thought about where their hard-earned money is actually going. But that’s not how I see it! Super is YOUR money, and I believe in taking CONTROL of it. SMSFs empower you to make strategic decisions, build wealth on your own terms, and ensure your investments align with your goals and values.

This research only reinforces what I’ve seen over my 21+ years in the industry - when people take ownership of their super, they tend to do better. And let’s be real - who wouldn’t want more control over their own financial future?

Why SMSFs are more than just the MOST tax effective vehicle in Australia...

More Investment Choice – Unlike traditional super funds, SMSFs give you access to a broader range of investments, including cryptocurrency, direct property, and even international shares. More options mean more opportunities to grow your wealth.Full Transparency – Ever wondered where your super is actually invested? Or my favourite question for people - do you even know what you're paying for your current provider to manage your super? With an SMSF, there’s no guesswork - you have complete visibility and control over every dollar.

Building Long-Term Wealth – Super is one of the biggest investments you’ll ever make, so why wouldn’t you want to manage it? SMSFs let you take a hands-on approach, helping you maximise your wealth for the long haul. In fact - SMSFs are a vehicle that can be created and handed down from generation to generation - leaving a legacy for your children and their children and their children....

The Power of Professional Advice

The research also found that SMSFs backed by professional financial advice performed even better - returning 7.6% annually, compared to 6.4% for those going it alone. That’s a game-changer!

This is exactly why I launched SMSFAI. I wanted to bridge the gap by combining technology and expert knowledge to make SMSFs easier and more accessible for everyday Australians. Because while SMSFs give you control, having the right support to hand hold you on your journey makes a world of difference.

The Future of Super is SMSF

Super isn’t something to ignore or leave to chance. It’s your ticket to financial freedom, and an SMSF gives you the power to take charge. This latest research only strengthens what I’ve always believed - when you’re in control, you can make smarter, more strategic financial decisions.

If you're already a happy client of ours, tell your friends about us.

If you’ve ever thought about running your own SMSF, this is your sign. The future of super is self-managed, and I’d love to help you take the first step.

Let’s make it happen!