Investment strategy for SMSF, Geelong

CD&G Accountants assist our clients with all investments, with particular expertise in SMSF investments including the three most popular investment areas for SMSF trustees – shares, cash/term deposits and direct property which includes Australian property investment and US property investment.

Self-managed super funds can also invest in listed and unlisted trusts, managed investment schemes and managed funds (retail, wholesale, domestic or international), debt securities, derivatives, instalment warrants and various non-tradition assets and collectibles such as artwork.

Actual control over investment decisions remains at all times with the trustees of the super fund. Our Geelong CPAs will simply offer targeted recommendations and then help you with all accounting requirements with each investment. We will also ensure that your trust deed allows you to invest in the items you are looking at.

Contact CD&G Accountants for comprehensive advice on your SMSF investment strategies in Geelong. We can also assist you with all your SMSF annual accounting, compliance with SMSF rules, superannuation contributions and more.