Make the most of your SMSF

You can use your self-managed super fund to diversify into the world of digital assets like crypto and tokenized precious metals. Our team of specialists can help you get started.

Why invest your SMSF in digital assets?

Diversification

Research has shown just one in five advisers believe their clients’ SMSFs are sufficiently diversified. Alternative assets are an effective way to go beyond traditional assets, and build a truly diverse portfolio.

Uncorrelated returns

Alternative assets, including cryptocurrencies and precious metals, often behave independently from traditional assets like stocks, bonds, real estate, and cash. This means that when traditional assets underperform, alternative assets can offer stability or even growth in your portfolio.

Early adoption

One look at the success of crypto’s early adopters, and the benefits of being among the first are clear. Alternatives are the latest emerging asset – giving them a vital role to play in any early adopter’s portfolio.

Why invest your SMSF in digital assets?

Unparalleled support

We employ a skilled team of specialists, who are here to answer any questions and lend a hand.

Clear reporting

Wealth99 offers simple tax reporting, in a format your accountant will love.

Easy tracking

Keeping tabs on your portfolio is simple with your own user-friendly dashboard.

Better liquidity

Buy and sell alternative assets whenever you choose through our simple exchange.

Frequently Asked Questions

Why choose to diversify your SMSF with Wealth99?

Our mission is to make investing in alternative assets easy. So from our industry-leading support to our world-class security, our standard-setting compliance to user-friendly platform – everything we do is designed to give you a smooth and seamless experience.

What information will I need to set up my SMSF account?

You’ll need the following:

Your SMSF Trust information
Registered Trust name
Registered Trust address
Trust ABN
A copy of the Trust deed
Trust Beneficiary details
Photo ID for any other Beneficial Owner noted on the deed (eg. passport or driver’s license)Whether the Trust is held by an individual (or individuals) or through a company

What fees are involved?

Wealth99 doesn’t charge any establishment or set-up fees, or any admin fees. We do include a purchasing fee of less than 1% – but as your investment increases, this fee is open to negotiation.

Is Wealth99 secure?

The safety and security of our clients’ assets is our highest priority. Wealth99 uses Zodia, a bank-backed, licensed custodian supported by Standard Chartered and NAB, to safeguard your assets. Zodia offers institutional-grade security aligned with Australia’s strict custody regulations—bringing the same protection standards trusted by traditional finance.

Make the most of your SMSF

Why invest your SMSF in digital assets?

Diversification

Uncorrelated returns

Early adoption

Why invest your SMSF in digital assets?

Unparalleled support

Clear reporting

Easy tracking

Better liquidity

Ready to start diversifying?

Use your existing SMSF

What happens next?

Frequently Asked Questions

Why choose to diversify your SMSF with Wealth99?

What information will I need to set up my SMSF account?

What fees are involved?

Is Wealth99 secure?

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