Investment Matters

Wholesale Investors

Where the trustee of an existing SMSF receives advice about how to invest the fund's assets the fund will be regarded as a wholesale investor if the person providing the advice determines that the trustee is a wholesale client, based on the general test. Under the general test, the circumstances in which the SMSF will be a...

Online Reporting

Our systems provide 24/7 online reports so your choice of investments will determine the accuracy, immediacy and cost of our service. The optimal position is if your investments are chosen solely from our list of available downloadable investments. This list is expanded on an ongoing basis so if you cannot locate your particular preference please contact...

Downloadable Investment List

Though it is not mandatory to use the investments listed they do maximise the efficiency and accuracy of the service by reducing the need for manual input. They also reduce the cost of our service to you. SMSF Alliance does not provide any warranty of performance or otherwise for any company or product noted. They are...

Investment Matters

As a Trustee you have the discretion to decide what your SMSF invests in. You will need to ensure that all investments are consistent with the SMSF's investment strategy and do not breach the SIS Act or other laws. You may seek professional investment advice and need to consider the potential income and growth as well as...