SMSF Suitability Checklist (Free Download)

Thinking about setting up a Self-Managed Super Fund?
Use this 3-minute checklist to assess your readiness, strategy, and goals before making the leap.
✅ Understand your responsibilities
✅ Assess diversification and time horizon
✅ Avoid costly missteps

👉 Download the PDF

No Advice Warning / General Advice

The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice. Earnest InvestSmart strongly recommends that investors consult a financial adviser prior to making any investment decision. The contents of the Earnest InvestSmart website do not take into account the investment objectives, financial situation, or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment, or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation.

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The Essential Life Insurance Checklist: Secure Your Future with Clarity