Superannuation, Self Managed Super Funds, Investments, Calculators & Tools - Log in / Sign up View My List.

Podcasts

What’s the difference between retail and wholesale investors podcast

What's the difference between retail and wholesale investors Podcast Transcript Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives, financial situations or needs and because of that you should before acting on any advice consider ...

Read More
Wrap account investment products and how they work podcast

Wrap account investment products and how they work Podcast Transcript Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives, financial situations or needs and because of that you should before acting on any advice consider ...

Read More
EOFY superannuation and tax saving opportunities for 2022 podcast

EOFY superannuation and tax saving opportunities for 2022 Podcast Transcript Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives, financial situations or needs and because of that you should before acting on any advice consider ...

Read More
What’s the go with capital gains tax (CGT) and SMSF investments?

What's the go with capital gains tax (CGT) and SMSF investments Podcast Transcript Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives. Financial situations or needs and because of that you should before acting on ...

Read More
Who is the best broker for SMSF investing and trading?

Who is the best broker for SMSF investing and trading Podcast Transcript Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives. Financial situations or needs and because of that you should before acting on any ...

Read More
How much do you need to start a self-managed super fund?

How much do you need to start a self-managed super fund Podcast Transcript Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives, financial situations or needs and because of that you should before acting on ...

Read More
Podcast: When Is It Useful to Get Help Managing Your Finances?

When Is It Useful to Get Help Managing Your Finances? Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives. Financial situations or needs and because of that you should before acting on any advice consider ...

Read More
How much superannuation do I need to retire comfortably in Australia?

How much superannuation do I need to retire comfortably in Australia Podcast Transcript Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives. Financial situations or needs and because of that you should before acting on ...

Read More
How do I start investing in my self managed super fund (SMSF)?

How do I start investing in my self managed super fund (SMSF) Podcast Transcript Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives. Financial situations or needs and because of that you should before acting ...

Read More

Kind words from Aussies managing
their own self funded futures

  • SMSF Mate is a unique website because it has ideas about how to approach SMSFs, insurance and other financial topics that come straight from first hand experience. It's much more useful than what you find on all the other financial websites that just offer generic info that you could easily get on the ATO's website. It's also nice to know there's no financial incentive behind the information, it's legitimately there to help people understand self-managed super funds and how to get the most out of them, not to get an affiliate commission from a broker or other financial services provider. The investment product information is also incredibly useful, I've never seen this kind of functionality on any other website that let's you look at such a wide range of products, sort by what info is most interesting or important to you, and subscribe to updates for different funds and financial products all in one place. Definitely worth checking out if you own or are considering an SMSF!

    David G, Self-Employed, SMSF Owner
  • SMSF Mate provides a unique insight into superannuation and financial topics in a way that is easier to understand than conventional websites. The colloquial nature of the site makes it easy to understand and they often speak about complicated topics in lamens terms so I can wrap my head around them. The investment product information is a great way to research funds that I am interested in investing in with my SMSF and there is a lot of helpful information on the site for better structuring my investment portfolio. In comparison to other websites which offer similar information, SMSF Mate excels as the information is free to access whereas many other sites charge a subscription fee for the same thing. Overall, I think SMSF Mate is a great resource for SMSF trustees and is worth looking at for a variety of super-related topics. Thanks.

    Tim B, Business Owner, SMSF Trustee