Yes.
SMSFs can be invested into a Stockspot diversified ETF portfolio that's suited to your SMSFs investment objectives and risk profile.
The portfolios include low cost, index ETFs, such as Australian and global shares, bonds and gold - offering long term capital growth and capital preservation and high-grade government bonds.
You can also add Stockspot Themes to customise the portfolio, offering more control and choice. Stockspot offers a range of themes such as high dividend yield shares, US shares or technology shares.
The Stockspot portfolios are designed to weather a broad range of market conditions, importantly providing downside protection during market dips. During the March 2020 share market fall, the sharpest fall since 1987, our clients' portfolios fell by 50%-80% less than the share market due to our strategic allocation to bonds and gold.
The portfolios have historically provided income returns of between 2-3% p.a. (which can be taken out to fund cost of living needs), with the other portion of the return coming from capital growth.
The portfolios have outperformed 99% of similar diversified funds in Australia over the last 10 years.
View all Stockspot portfolio returns ‘here’
Often SMSFs lack diversification with the majority of their capital tied up in property, Australian blue chip shares, term deposits, or expensive actively managed funds.
ETFs are the best way for SMSFs to access more global diversification, increased liquidity, pay low fees and get more consistent returns, helping you to achieve your retirement objectives.
Contact our team to discuss your SMSFs investment needs.