Investing through your SMSF.
Your super.
Your responsibilities.
An SMSF is a super fund run by its members as trustees, or as directors of a corporate trustee. Professional support can help with the work; trustees remain responsible for the fund.
Understand SMSF responsibilities — opens in a new tabTwo ways to assess exposure
The Diversified Growth and Property Opportunities funds propose exposure across a portfolio of investments.
Compare the strategiesThe Residential Property Fund proposes a property-specific investment for eligible SMSF trustees.
Explore the proposed structureInvesting through a managed fund does not transfer the SMSF trustee’s responsibilities to the investment manager.
Three strategies to assess.
The fund range is proposed. Availability, minimums and eligibility are being confirmed.
Diversified Growth Fund
A professionally managed portfolio across six asset classes, designed for long-term capital growth with income distributions.
Property Opportunities Fund
Exposure to selected residential and commercial land development opportunities across Australia, targeting long-term growth and income.
Residential Property Fund
A property-specific investment designed for eligible SMSF trustees seeking exposure to a nominated Australian residential property.
From review to investment.
Understand the investment
Read the current PDS, TMD and any additional information. Consider the fund’s objectives, risks, fees, eligibility and withdrawal terms.
Open the document libraryQuestions for trustees.
Does the investment fit our SMSF?
Consider the fund’s investment strategy, liquidity needs and applicable obligations. An appropriately qualified adviser can help assess the proposed investment in your circumstances.
What reporting is available?
Ongoing administration and reporting are part of the proposed SMSF investment experience. Ask Investor Relations to confirm the reports and documents available for your accountant and auditor.
Can we choose a specific property?
The Residential Property Fund is a proposed property-specific structure. The nominated property, eligibility criteria and investment terms must be confirmed in the applicable documents.
Talk through the next step.
Speak with Investor Relations