Investment strategy for SMSF, Geelong

CD&G Accountants assist our clients with tax advice on their investments. We have particular expertise in tax and compliance advice for 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 CPA will simply offer targeted recommendations and then help you with all accounting requirements with each investment. We will also ensure your trust deed allows you to invest in the items you are looking at.

Contact CD&G Accountants for SMSF annual accounting, compliance with SMSF rules and more.