Whether you are heading for retirement, rolling over from another fund or just looking for an optimal investment strategy, self-managed superannuation is an attractive option.

Self-managed superannuation is about individuality: your choice to do more with (and for) your money than place it with a managed fund that relies on pre-defined investment streams and standardised reporting mechanisms. Capital Creation's self-managed super facility gives you the best of both worlds: maximum flexibility to suit your needs, and expert professional advice on strategy, asset allocation and investment mix. Your investment choices can be as individual as you are.

Together, you and Capital Creation make investment decisions based on top expertise and market intelligence, and on a thorough analysis of your own requirements and preferences. We work out a strategy to achieve both your long-term objectives and your immediate needs (capital growth and/or an income stream) and plan optimal distribution of your assets to produce a fully customised portfolio tailored specifically for you.

In practical terms, "self-managed" means that the Capital Creation team offers you the involvement you feel most comfortable with, keeps you right up to date with your individual portfolio's performance against current trends and expectations, and relieves you of the onerous tasks by taking responsibility for statutory and compliance requirements. We maintain daily, fortnightly and monthly reporting schedules and communicate regularly with you about your portfolio (see Service Delivery for more details).