SMSFs 101: Control, Strategy & Compliance (with Gareth Croy, Your Future Strategy)

from The Buy-In · host Sevenfold Property Group

Thinking about a self-managed super fund? Trent and Simon sit down with Gareth Croy (Managing Director, Your Future Strategy) to unpack what an SMSF is, why people set one up, and how to decide if it fits your retirement strategy. From control and tax planning to trustees, members and audits—this is your clear, practical primer.Topics Covered: What an SMSF is: members, trustees, corporate vs individual trustee, lender preferencesRoles & duties: investment strategy, risk, liquidity, insurance, the sole-purpose testSetup & costs: trust deed, ABN/TFN, rollovers, bank accounts, fixed vs percentage fees.Connect with Trent & Simon:Trent Cripps: ⁠https://www.linkedin.com/in/trent-cripps-9437488/⁠Simon Podger: ⁠https://www.linkedin.com/in/simon-podger-630a9734/⁠Gareth Croy: https://www.linkedin.com/in/garethcroy/ Get In Touch:Instagram: ⁠https://www.instagram.com/sevenfoldproperty/⁠LinkedIn: ⁠https://www.linkedin.com/company/sevenfoldproperty⁠YouTube: ⁠https://www.youtube.com/@SevenfoldPropertyGroup⁠Email: ⁠[email protected]⁠ Learn more:Sevenfold Property: ⁠https://www.sevenfoldproperty.com.au/⁠Your Future Strategy: ⁠https://yourfuturestrategy.com.au/⁠Want to get involved? Reach out to us on Instagram: ⁠https://www.instagram.com/sevenfoldproperty/⁠ Disclaimer: https://www.sevenfoldproperty.com.au/welcome-to-the-buy-in/

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This episode was published on January 1, 2026.

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