SMSF INVESTMENTS
Experience with more than the straightforward.
SMSFs can hold a wide range of investments, subject to superannuation law and the fund’s circumstances. Different investments can also bring different accounting, record keeping, valuation and compliance requirements. At Freedom Financial Partners, our team has experience administering SMSFs with a broad range of investments, from listed shares and ETFs to bullion, cryptocurrency and unlisted investments. We take care of the accounting and administration requirements and help you understand what information and documentation we need from you.
Shares & ETFs
Straightforward investing still needs good administration. Shares and exchange traded funds (ETFs) are commonly held by SMSFs, but there can still be plenty happening behind the scenes. Our team takes care of the accounting and administration associated with your fund’s listed investments, including transactions, dividends and distributions, corporate actions and year-end reporting. We’ll let you know what records or information we need and keep the annual process moving.
Bullion
Specialist administration for precious metals. SMSFs may hold permitted precious metals such as gold and silver bullion. These investments can bring additional record keeping, ownership, valuation, storage and audit considerations. Our team has experience administering SMSFs holding bullion and understands the information and documentation required for your fund’s accounting and compliance.
Gold (and Silver) in your SMSF:
Ownership Must Knows
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Cryptocurrency
Crypto can make SMSF administration more complex. Cryptocurrency transactions can create significant accounting and record keeping requirements within an SMSF. Our team has experience administering SMSFs that hold cryptocurrency and understands the additional information that may be required around transactions, wallets, exchanges, ownership and valuations. Good records matter, particularly when it comes time to prepare your SMSF accounts and complete the annual audit.
Unlisted Investments
When an investment isn’t listed, the paperwork matters. Unlisted investments are investments that are not traded on a public exchange. They can include interests in private companies, unlisted trusts and other privately held investments. For an SMSF, these investments can bring additional accounting, documentation, valuation and audit requirements. Our team has experience dealing with unlisted investments within SMSFs and can help you understand what records and information are required for the ongoing administration and compliance of your fund.
Property and limited recourse borrowing arrangements can involve additional requirements, so we cover these separately.
Property in your SMSF?
Your investments.
Our SMSF expertise.
Whatever investments your SMSF holds, good administration and record keeping are an important part of keeping your fund on track. Our team combines specialist SMSF experience with personal support, so when something is more complex, you have people you can turn to.
