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Home / SMSFs / SMSF strategies and checklists / Navigating having an SMSF plus an industry or retail fund

Navigating having an SMSF plus an industry or retail fund

Garth McNallyGarth McNally

For various reasons, many SMSF members continue to maintain a separate industry or retail fund at the same time as their SMSF.

If you are one of them or considering doubling up, it’s important to understand the benefits of such a strategy and the potential pitfalls.

Why have both?

Reasons for having both an SMSF and an industry or retail super fund include:

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About the author

Garth McNally
Garth McNally
Garth has worked in the Australian Superannuation industry for over 20 years with a specific focus on self-managed super funds. He provides ongoing support and training to individuals as well as to professionals working in the superannuation area, including advisers, accountants and lawyers. He is a regular contributor to industry publications and to the leading professional bodies including Chartered Accountants Australia & New Zealand (CA ANZ).
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