For clients

Merry Christmas and Happy New Year from all of us here at McConachie Stedman. Please note that during the festive season, our offices will be closed from 5pm Friday, 19th December 2025 and will resume normal operating hours on Monday, 5th January 2026.

Not sure if a self managed superannuation fund (SMSF) is the right structure for you to save for your retirement? Take our quick checklist below to see if it would be a good fit for you and what your next action steps are on your path to taking control of your super and planning for your future.

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Section 1: Your Goals & Motivations

What are you top three financial goals for retirement?
Why are you considering an SMSF?

Section 2: Financial Position & Suitability

Do you have at least $250,000 in combined super savings? (Recommended minimum)
Do you currently have a financial planner or accountant?
Are you comfortable making investment decisions?

Section 3: Risk & Compliance Considerations

Are you aware that an SMSF requires ongoing compliance and reporting?
Would you prefer a managed SMSF service or a DIY approach?

Section 4: Action Plan

What's your next step?