Self-Managed Super Funds (SMSFs): Everything you need to know
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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Creators and Guests
Host
Jared Dorans
Meet Jared, Managing Director and Principal of Crown Property Finance, and co-host of Your Wealth Playbook. From his lending start in 2009, he became a top 5 lender at a Big 4 bank, later mastering complex and commercial lending with national awards. With 13 years of experience and 40+ lenders, Jared offers fast, client-focused solutions. Off-duty, he volunteers with Talk2mebro, enjoys sports, family, and a good coffee or beer.
Host
Kerrod Holland
Meet Kerrod, your Newcastle-based financial advisor at Tenex Wealth and co-host of Your Wealth Playbook. Originally from Singleton, he’s passionate about helping business owners, pre-retirees, retirees, and high-income earners secure their financial future through tailored tax strategies and retirement planning. Outside of turning hard-earned money into lasting wealth, Kerrod finds balance in sports, fatherhood, and cherishing family moments.
