Self Managed Super Funds

Holding physical precious metals is an effective way to diversify your portfolio against other assets, helping you create wealth over the long term, and protect your purchasing power whilst minimising risk along the way. Many Australians are concerned that their superannuation portfolios, are exposed to potential instability and risk in the share and fixed-income markets. Unfortunately, this type of exposure was demonstrated post GFC, with debt levels continuing to rise and an influx of money printing, gold demonstrated its strength as a safe haven asset with no counterparty risk.

Whilst browsing the product available for purchase, it is important to consider product with the lowest trading margins, storage options, insurance and exit strategies. We recommend seeking professional advice from a financial advisor.

Trusts and Self-Managed Superannuation Funds are required to provide identification documents for both the Trust and the Trustee nominated to operate the account.

Please present us with originals or certified copies of;

• Trust Deed – First Page & Schedule deed with the names and signatures of the trustees

Individual or Joint SMSF

• ABN
• Licence with current residential address or Passport accompanied by a utility bill within the last three months.

Corporate SMSF

• ACN
• ASIC statement (extract)
• Photo ID of directors with 25% shares or more – Licence with current residential address or Passport accompanied by a utility bill within the last three months.