SMSF Profiler

THINKING ABOUT
INVESTING IN A
SELF MANAGED
SUPER FUND?

This tool will help you assess whether an SMSF is suitable for you.
It contains 16 multiple choice questions, and should take about 5 mins to complete.

For more information on the positives and negatives of becoming a trustee of your own SMSF please read our booklet here.

Start now

Disclaimer

All conclusions formed in this assessment are based on a range of assumptions and methodology and should be considered a guide only. Some factors that might affect your score may not have been taken into account.

You should consider obtaining professional advice before making any financial decision. This assessment doesn't take your personal objectives, financial situation or needs into account and shouldn't be used as a substitute for professional advice.

No liability: NGS Super Pty Limited, its Board of Directors and employees expressly disclaim all liability, direct and indirect, to any person relying either wholly or partially on any information provided by, resulting from, shown in or omitted from this calculator.

  • Intro

  • 01

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  • 16

  • Result

General Questions

Question 01 of 16


  • Your answers suggest you have a low level of suitability for setting up and running your own self-managed super fund.

    Your answers suggest you have a medium level of suitability for setting up and running your own self-managed super fund.

    Your answers suggest you have a high level of suitability for setting up and running your own self-managed super fund.

    Unsuitable
    Suitable

    Based on your SMSF Profile, some of the key factors that may impact the viability of an SMSF for you are:


      For further SMSF information, see the publications below from the Australian Taxation Office (the regulator of SMSFs):

      Still Interested in setting up an SMSF?

      NGS Super also offers a great alternative to a traditional SMSF, for those seeking greater control over their investments but without the time or interest in operating their own fund.

      Find out more

      It’s a good idea to seek financial advice when making major investment decisions, such as choosing how to invest your super. As a member of NGS Super you’re entitled to advice about your investment options. You can seek advice over the phone or in person. To make an appointment, please contact our Customer Service Team on 1300 133 177.

      Interested in setting up an SMSF?

      NGS Super also offers a great alternative to a traditional SMSF, for those seeking greater control over their investments but without the time or interest in operating their own fund.

      Find out more

      It’s a good idea to seek financial advice when making major investment decisions, such as choosing how to invest your super. As a member of NGS Super you’re entitled to advice about your investment options. You can seek advice over the phone or in person. To make an appointment, please contact our Customer Service Team on 1300 133 177.

      Interested in setting up an SMSF?

      If you are interested in further advice about whether to proceed with setting up an SMSF, NGS Financial Planning can assist you.

      To make an appointment, please call our Customer Service Team on 1300 133 177.

    Please select an answer

    Investments must total 100%


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