Self-Managed Super Funds (SMSFs) are often seen as the ultimate tool for taking control of your retirement savings, but they’re not for everyone. In this episode, Kerrod and Jared unpack what an SMSF actually is, who should consider one, and the real risks and responsibilities that come with it.

We break down the benefits, alongside the drawbacks, including cost, complexity, and compliance risks. Plus, we walk you through what’s actually involved in setting one up, so you know exactly what you’re signing up for.

If you’ve ever wondered whether an SMSF is the right move for your financial strategy, this is the episode to tune into.

------ Contents of this video ---------------------------------------

00:00: Intro

00:52: What Is an SMSF?

03:41: Who Is a SMSF For?

07:22: Why Would You Have One?

08:36: Benefits For an Investor

09:27: Benefits For a Business Owner

11:12: Lending within an SMSF

12:56: Borrowing Within an SMSF

14:11: Pulling Equity

16:05: Process & Costs

16:54: Non-Complacency

19:04: Risks & Pitfalls

20:22: How Much Money Do I Need to Set Up an SMSF

20:59: Outro

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