Self Managed Super Funds
Are you considering diversifying your SMSF investments with precious metals?
Here’s what you need to know.
First, talk to your accountant or financial planner
Your accountant or financial planner will discuss an investment strategy with you and inform you of your obligations regarding storage and auditing. Then, we can tailor our service to your individual preferences.
Checklist – Before getting in touch with us, this is the information and documentation you will need to have:
- Superannuation Fund name, registered address and contact details (phone, email etc)
- Superannuation Fund ABN
- Superannuation Fund deed showing who is eligible to act on its behalf – either sighted in store or certified copy sent to Bullion Now.
- Personal ID for the person eligible to act on the fund’s behalf – either sighted in store or certified copy sent to Bullion Now.
Please Note: It is important to have all of the above information ready as we can’t set up your account without it.
When you have all of the above information ready, get in touch with us to discuss the next steps.
We stock the most popular, trusted and recognisable gold and silver products typically requested for superannuation funds. We also offer programs such as the Allocated and Unallocated programs that offer pricing benefits, reduce or eliminate storage fees, and simplify reporting.
When you have all of the documentation outlined above, we encourage you to get in touch with us to discuss the best options for your goals and circumstances.
How do you make your first purchase for a SMSF?
The process of purchasing physical products, investing in a program or arranging storage for SMSF is exactly the same as for non-superannuation fund transactions.
You can buy physical products in store or online, make purchases through one of our programs and have your order shipped or stored. The only difference is that the orders will need to be in the name of your SMSF, and not in your name. If you already have an account with us, you will need to open a separate account in the name of your superfund.
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