Self-Managed Super Specialists

Educate. Lead. Accelerate.

Charity Bru
Head of Superannuation

The Rivkin SMSF Experience

At Rivkin Super, we’re experts at managing SMSF at every stage. Our SMSF team is here every step of the way, from set-up to ongoing compliance management, leaving our clients to enjoy the freedom and control of managing their own investments. Plus, our SMSF clients receive the benefit of Rivkin Premium Membership.

Our SMSF services are designed for people who want ultimate control over their investments and retirement plans. Our experienced team provides guidance and support and manages all compliance requirements for a set annual fee.

Here’s how it works:


We help setup or transfer your fund.


We manage the ongoing compliance requirements.


We take care of the independent audit process.


We provide regular updates and reporting on your fund.


Access to one-on-one assistance from our expert team.


Enjoy control over your financial future.

What are the Benefits of an SMSF?

There’s a lot to consider when setting up a SelfManaged Super Fund. In this video, Rivkin’s Head of Super, Charity Bru, takes you through the advantages and challenges of Self-Managed Super.

Get started with a complimentary SMSF consultation

Looking for more information on Rivkin SMSF? We offer a free exploratory consultation with a member of our SMSF team.


As the name suggests, a Self-Managed Super fund is a private super fund that you manage yourself. While it gives you ultimate control over how your retirement funds are invested, it also means you’re required to comply with Australian superannuation and taxation laws.

A Self-Managed Super fund operates as an independent entity. Requiring its own ABN, tax file number and bank account, the fund and the assets within it must remain separate to your own personal assets. All SMSFs in Australia are regulated by the Australian Tax Office.

The ATO has some great short videos and simple resources on how an SMSF operates on a day to day basis – we encourage you to take a look at the video relating to what’s involved in an SMSF here.

It’s important to understand whether a self-managed super fund is right for you.

Some of the advantages are:

  • Ultimate control over your investment choices
  • Tax effectiveness
  • Reduced running costs

In terms of disadvantages, you need to consider:

  • The responsibility of your investment decisions
  • Whether your fund balance is high enough to make running costs effective

There are a range of other considerations. Contact us and we can provide you with more information. You can also view this Rivkin SMSF webinar for more information.

You can choose from a wide range of asset classes to invest with an SMSF, including listed shares, unit trusts, property, and commodities. Not sure? Just ask us – we’re always up to date with any changes.

At Rivkin, we don’t limit what your SMSF can invest in as long as the law allows it.

Yes, we do. We provide all Rivkin SMSF clients with access to our secure online platform. We show updated balances on the investments that you hold here with Rivkin, and you can customise it to include your other assets too.

Our SMSF clients also have access to all Rivkin Premium membership benefits.

We offer set annual pricing for our SMSF service. Simply contact us here:  and we’ll get back to you with our pricing and more information.

Once you’ve decided that SMSF is right for you, you’ll need to decide what kind of trustee to use. You can choose between using individual trustees (you’ll need at least two) or a company as trustee (which can have a sole director). We detail the differences between the two options here.

The advice we provide is factual and general in nature. It’s our job to keep up to date with any changes to superannuation rules, so you’ll always have the most up to date information. We also give SMSF tax advice, as we’re registered tax agents.

For personal financial advice tailored to your unique situation, we’ll help you find a financial planner that suits your needs.

There isn’t a minimum fund requirement, however ASIC’s rule of thumb is that you should have at least $200k in your SMSF to keep the fees competitive with retail and industry funds.

There are several things to consider. We’ve written an article with more information on purchasing a property with your SMSF – check it out here.

As long as your fund remains compliant and meets ATO obligations, you’ll be able to receive contributions to your SMSF.

Meet Our Team

Charity Bru
Head of Superannuation

Arslan Pekgozlu
SMSF Manager

Zeynep Mangaloglu
SMSF Manager

Sameen Khan
SMSF Manager

Antonio Fallschi
SMSF Manager

What Rivkin SMSF Clients Say

Looking for more information on Rivkin SMSF?

We offer a free exploratory consultation with a member of our SMSF team. Get in touch today to discuss your needs.