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HERO Section – SMSF

Invest WA Makes Self-Managed Super Easy

Thinking about starting a Self Managed Superannuation Fund? We take care of it all, so it is managed under the one roof.

1. Set Up Fund
2. Roll Funds Over
3. Invest Money
4. Keep Compliant
5. Continually Review

Get a clear picture of the benefits and risks involved and speak to the Self Managed Super Fund experts at InvestWA. We will explain all the details clearly and advise if this strategy is right for you.

We offer a first appointment at no cost to see how we can help






    Invest WA Corporate AR 456 367 Phillip Stevens AR 309484 of Prestige Wealth Advisers AFSL 480007 Corporate Representative 396051 & Sub Authorised Representative 501023 Of Australian Credit License 389 087 AFG | Privacy Policy.

    Learn How Easy It Is To Take Control Of Your Super

    Our goal is to provide great, affordable advice to everyday Australians

    Take Control of Your Super

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    Take Control of Your Super

    A self managed superannuation fund, or SMSF, gives you control over your superannuation funds to invest in the manner you choose.

    Super is YOUR Money

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    Super is YOUR Money

    We understand that accessing your Super seems like a lifetime away, but it’s Your money! If you are an employee your are getting almost 10% of your wage paid in to Super.

    Flat Fee

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    Flat Fee

    The costs of opening and maintaining an SMSF is one of the key factors when considering starting your own. Invest WA charge a flat fee, so you know exactly what it will cost to run each year.

    Buy Property using Super

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    Buy Property using Super

    A self managed super fund can borrow to invest in residential or commercial property. Our experienced team can guide you through the entire process, from putting in an offer to getting the finance.

    Combine Super with Family

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    Combine Super with Family

    You can combine your super balance with up to 4 people to create a Self Managed Superfund.

    SMSF Video

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    What's Involved?

    Before you decide if a SMSF is right for you, you should have an idea of what's really involved and what the potential risks of opening a SMSF may be.

    This video may seem complex but unlike others Invest WA take care of everything that's involved so its all managed under the same roof. We also explain the whole process and everything you need to know in plain English so you understand. For more information on SMSF if you have any questions speak with one of our financial advisors today.

    You decide how and where to invest your superannuation

    Remember, Invest WA makes self-managed super EASY.






      Invest WA Corporate AR 456 367 Phillip Stevens AR 309484 of Prestige Wealth Advisers AFSL 480007 Corporate Representative 396051 & Sub Authorised Representative 501023 Of Australian Credit License 389 087 AFG

      General Advice Warning: The information provided on this website is general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Tailormade Financial Strategies Pty Ltd Advisor before you make any decisions regarding any products mentioned on this website. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither TFS, Invest WA nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

      © Copyright 2023 Invest WA Pty Ltd.
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