SERVICES SMSF SMSF DIRECT INVESTMENT

SMSF Direct Investment

A SMSF is perfect for the DIY investor who prefers to get more involved in their investment choices rather than leaving their super to be managed by others.

Although there is increased freedom of investment choices in a SMSF, there are still restrictions to adhere to. The main rule is that “Investments must be for the sole purpose of providing retirement benefits for the Members of the Fund”. For example, a property owned by the Fund cannot be rented out by family members of the Trustees.

SMSF Direct Investments can include:
  • Cash management accounts
  • Residential, commercial or industrial property
  • Term deposits
  • AOverseas listed shares
  • Listed Australian shares
  • Property partnerships with non-related parties
  • Exchange – Traded Funds (ETF)
  • Collectibles / Artwork
  • Listed investment companies
  • Managed funds (Australian and international)
  • Listed unit trusts (property, investment)
  • Shares in private companies with non-related parties
  • Property purchased with borrowed Funds (limited recourse borrowing)
  • Options, warrants, CFDs and other “exotic” investments – these assets are permissible with the proper investment strategy
The great benefit of SMSFs is that they allow you to invest directly in your own chosen combination of investments: for example, shares, property, fixed interest investments, managed funds and cash. In certain circumstances, you may also include business real property (commercial property). Contact us for help through this process and gain the specific level advice you require.

Our Services

SMSF

More Australians are choosing to start up their own Self-Managed Super Funds. Find out if a SMSF is right for you.

GETTING STARTED WITH SMSF

Getting started with setting up an SMSF can be daunting as there are mandatory steps, rules and regulations. We make it easy!

BUYING SMSF INVESTMENT PROPERTIES

Find out how you can use your super to invest in property with our SMSF experts.

SMSF PROPERTIES

Interested in SMSF Properties? We can help you through the SMSF investment process and provide the specific level advice you require.

RETIREMENT PLANNING

Achieve more with your super for a comfortable retirement. Take control and maximise the performance of your superannuation.

FINANCIAL PLANNING

Take the proactive approach to your financial future and achieve the lifestyle you desire now and in retirement.