Make the most of your SMSF

You can use your self-managed super fund to diversify into the world of alternative assets like crypto and tokenized precious metals. Whether you already have an SMSF or need help setting up a new one, our team of specialists can help you get started.

Why invest your SMSF in alternative 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 aren’t tied to the performance of traditional assets like equities, bonds, properties, or cash. So when those traditional assets underperform, your alternative assets can help pick up the slack.

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 alternative 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.

Ready to start diversifying?

Use your existing SMSF

Bring your own SMSF and we can get you set and ready to go in less than 24 hours.

Set up a new SMSF

If you haven’t got an SMSF yet, our specialist team can help you get set up.

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.

I don’t have an SMSF yet. How do I set one up?

We can help you with that. To invest using your SMSF you'll need to first register your SMSF with a qualified SMSF Administrator. Then you can set up your own SMSF account on the Wealth99 platform. And if you have any questions along the way, you can always talk to our team of specialists.

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?

At Wealth99, the safety and security of our customers’ assets is our highest priority. We follow strict offline storage protocols which have been proven to be industry best-practice. We’re insured by Bitgo, a world-class custody company, and we’ve been independently awarded an international A+ security certification.