Building an SMSF: Choosing the Right Trustee Structure

09/10/2025 17 min Temporada 1 Episodio 21
Building an SMSF: Choosing the Right Trustee Structure

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Episode Synopsis

Thinking about starting a self-managed super fund (SMSF) or optimising your current setup? In this episode, Kerry Fleming is joined by Meleena Mitchell, Head of SMSF at TIP Group, to break down everything you need to know about SMSF trustee structures. Discover the pros and cons of individual vs corporate trustees, how to avoid costly mistakes, and why your choice now can save you time, money, and stress in the future.In this episode:What is an SMSF trustee—and why does it matter?Individual vs corporate trustees: setup, costs, risks, and adminHow penalties are applied (and why structure matters)What happens when a member dies or leaves the fundSpecial rules for single-member SMSFsPractical tips for smooth SMSF setup and complianceTimestamps:00:00 – Introduction01:00 – What is an SMSF trustee?03:00 – Individual trustee: pros and cons06:00 – Corporate trustee: setup, costs, and benefits12:00 – Penalties and asset separation15:00 – Single-member SMSFs: what are your options?18:00 – What happens when a trustee dies?22:00 – Real-world tips for SMSF success24:00 – How to get help and next stepsListen on:Apple PodcastsSpotifyYouTubeFollow us:LinkedInFacebook👍 Like this video🔔 Subscribe for more SMSF and investing insights💬 Comment: What’s your biggest SMSF question?#SMSF #SelfManagedSuper #Superannuation #TrusteeStructure #WealthBuilding #InvestingPodcast #Teaminvest🎙️ Enjoyed this episode? Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you. 📩 Join the conversation Have thoughts or questions? Email us at [email protected] or connect with us on LinkedIn 🔗 Support the show Love what we’re doing? Please show your love by sharing this episode with a friend.

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