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Work with Melbourne's Leading
Specialists in Self Managed Super Funds

With expertise in SMSF tax advice, SMSF administration and SMSF accounting for Self Managed Super Funds, we provide a streamlined, secure, and efficient service to over 350 SMSFs. By leveraging the latest cloud technology, we ensure your SMSF operations are timely and efficient.

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Comprehensive SMSF Services tailored to your needs

Our team is committed to guiding you through every SMSF complexity, ensuring your self managed super fund is compliant and
helping you use the rules to your advantage.

With Rogerson Kenny Business Accountants, you gain access to a personal and friendly service from dedicated SMSF accountants
who understand your unique circumstances. Discover how we can help you optimise your SMSF today.

Ready to be the master of your super?

Reach out to us today - let’s kickstart your journey to a financially secure future
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Self Managed Super Funds: Pros and Cons

Here are some of the key benefits that make SMSFs an attractive choice for many

Control and flexibility

As an SMSF member, you have greater control over your investment decisions. This means you can tailor your strategy based on your financial goals and risk appetite.

Investment choices

SMSFs offer a wide range of investment options that may not be available in other funds. These can include direct property, shares, and even collectibles.

Tax management

SMSFs provide opportunities for tax planning that can potentially lead to significant tax savings.


SMSFs allow up to six members, allowing pooling resources with family members, potentially reducing costs, and increasing investment opportunities.

Estate planning

SMSFs provide more flexibility in estate planning, allowing you to set specific conditions on how your benefits are paid after your death.


With an SMSF, you can clearly view your super’s performance and the associated costs.


If appropriately managed, the costs of running an SMSF can be lower than other super options, especially for larger balances.

Insurance options

SMSFs let you hold different types of insurance policies for the fund’s members, potentially providing broader coverage levels.

Understanding the potential downsides when
considering SMSFs is important

Here are some points to consider (and we can help you mitigate these risks)

Time commitment

Managing an SMSF can be time-consuming. You’ll need to make investment decisions, keep comprehensive records, and ensure compliance with superannuation laws and regulations.

Investment risk

While having control over investments can be a positive, it also means you’re at risk if your investments perform poorly. Unlike with APRA-regulated funds, there’s no government compensation if things go wrong.

Regulatory risk

Non-compliance with regulations can lead to significant penalties. It’s crucial to understand and abide by all superannuation laws.


Acquiring adequate insurance coverage can be more expensive for SMSFs when compared to conventional funds.

Lack of diversification

Often SMSFs, due to their size, may lack the investment diversification that larger funds can offer, potentially increasing the risk.


As a trustee, you’re personally liable for all the fund’s decisions – even if you get help from a professional or another member made the decision.

Why Gamble on Your Retirement?

Arm yourself with our SMSF advice and make decisions that count

Navigate your SMSF strategy like a pro with Rogerson Kenny, your go-to SMSF experts. Our professional advice is your secret weapon to a successful and compliant SMSF, whilst giving you the best opportunity of putting your SMSF wealth creation in the fast lane.

Contact Us Today to Get Started