Online SMSF Explained: Is a Self-Managed Super Fund Right for You?

Business Women Australia Online Q&A: Self-Managed Super Funds (SMSFs), Taxes and Wealth

Curious about self-managed superannuation funds and need to know more?

Self-managed super funds can offer greater control, flexibility and investment choice, but they also come with important responsibilities, tax considerations and compliance obligations. 

For many women, the challenge is knowing what questions to ask before making decisions.

Join Business Women Australia for an interactive online Q&A with Helen Nan, Certified Financial Planner (CFP), and Stacey Payrits, Chartered Accountant and Partner at LG Accounting Solutions, as they explore SMSFs through both a financial planning and accounting lens.

This will be a practical, guided conversation exploring the real questions SMSF owners, business owners, professionals, and investors are asking.

Helen and Stacey will share key insights and updates, respond to your questions, and help unpack the ‘ins and outs’ of SMSFs. Grow your understanding and connect with a great group of women.

Together, we will explore:

• What an SMSF is and why some people consider establishing one

• The investment opportunities and responsibilities that may come with greater control

• Common tax, accounting and compliance considerations

• Property, diversification and investment choice inside super

• The role of accountants, financial planners and other advisers

• Common misconceptions, mistakes and red flags

• What to consider before deciding whether an SMSF is right for you

• The questions worth asking before taking the next step

This session is for you if you are:

• Curious about SMSFs but unsure whether they are relevant to your circumstances

• A senior executive, business owner, professional or investor thinking more seriously about wealth creation

• Interested in property, superannuation or long-term investment structures

• Wanting to build confidence in conversations with your accountant or financial planner

• Keen to learn in a practical, accessible and supportive environment

Important note

This session is general in nature and designed for education and discussion. It does not provide personal financial, tax, legal or investment advice. Participants should seek advice based on their own circumstances.

Meet your facilitators

Meet Stacey Payrits

Stacey is a Partner at LG Accounting Solutions, where she has flourished since joining as a graduate accountant in 2013. With a Bachelor of Commerce from Murdoch University and Chartered Accountant credentials earned in 2017, Stacey has steadily ascended to her current role after five years as a senior accountant. Her expertise spans Self-Managed Superannuation Funds, overseeing LG Accounting Solutions' Superannuation team for the past seven years.

Stacey's dedication extends to supporting primary producers, drawn to the unique challenges facing farmers. Her passion for estate and succession planning has grown from this experience, guiding clients to ensure seamless transitions of their hard-earned legacies to the next generation.

Stacey thrives on supporting business owners, inspiring success, and tackling challenges, firmly believing that collaborative efforts lead to mutual success and growth through strengthened client relationships.

About Helen Nan

Helen Nan, CFP®, is a Certified Financial Planner, author of Your Best Life, and founder of Compound Freedom, a boutique financial advisory and education firm.

With over 15 years of experience as a financial adviser, Helen helps clients develop tailored financial strategies to achieve their lifestyle goals and aspirations. She believes that effective financial advice starts with understanding each individual’s unique circumstances, priorities and vision for the future.

Helen’s expertise and insights on financial planning have been featured in reputable publications, including the Australian Financial Review, Money Magazine, Professional Planner, The New Daily and Inside Network. Through her advisory practice, writing and financial education initiatives, she is passionate about empowering people to make informed financial decisions and build a more secure financial future.

About Business Women Australia

BWA brings together business women from all sectors, industries and states;

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5. emerging leaders

6. women who desire growth and high level connections

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