Clients of GETSMSF can invest in Australian and International Managed Funds with any Fund Manager they choose. Managed Funds do not have to be purchased through GET.

Managed Fund Choices for your SMSF
Your SMSF is able to invest in any Managed Fund Type including but not limited to Share Funds. Property Funds, Balanced Funds, Structured Product Funds and so on. All Managed Fund Investments made by your SMSF must have a Prospectus which allows you to see where the Managed Fund is investing.

How to Purchased Managed Funds for your SMSF
To purchase Managed Funds for your SMSF you have a number of options when you join GETSMSF namely”

Option 1
You can use any Managed Fund Broker to acquire Managed Funds. This ensures that you do not pay any upfront commissions when you purchase Managed Funds. In this case we will request details of your Managed Fund Investments when attending to the Fund’s annual compliance requirements.

Option 2
You can use the GET Managed Fund Platform. Details of this service can be found in the GET Website. The GET Managed Fund Service also rebates upfront commissions when you purchase Managed Funds. In this case we will request details of your Managed Fund Investments when attending to the Fund’s annual compliance requirements.

Option 3
You can apply directly with the Fund Manager using their Prospectus.

Record Keeping
GETSMSF will send you a Checklist each year guiding you on what documentation we require to prepare your SMSF’s annual compliance requirements. This is typically the Managed Fund’s Annual Distribution Statement which is provided by the relevant Fund Manager at the end of each Financial Year.