Self-managed super funds (SMSFs) have become a cornerstone of retirement planning in Australia, offering individuals control and flexibility over their long-term savings. As trustees of SMSFs seek to diversify their portfolios and enhance returns, private equity emerges as a compelling investment avenue.
An SMSF empowers individuals to be the masters of their retirement funds, allowing a more hands-on approach to investment decisions. In this dynamic landscape, private equity represents an opportunity to invest in private companies with strong growth potential – a diversification strategy that can potentially yield higher returns than traditional stock and bond investments.
Including private equity in your SMSF can offer numerous benefits:
At Reach Alternative Investments, our experience and success in managing private equity funds are testaments to our commitment to generating value for our clients. Our strategies focus on identifying and investing in high-potential companies across various sectors, offering SMSF trustees a portfolio diversified not just across asset classes, but also across industries and growth stages.
While the rewards are enticing, private equity also involves risks such as illiquidity and capital loss. Reach Alternative Investments mitigates these risks through:
Investing in private equity through SMSFs requires adherence to regulations under the SISA and SISR. Reach assists clients in ensuring compliance, handling most of the complexities of regulatory frameworks, taxation and reporting.
Incorporating private equity into your SMSF portfolio can significantly enhance its potential for high returns and diversification. Reach Alternative Investments, with our proven expertise in private equity, is poised to guide SMSF trustees through this journey. For a more detailed discussion and tailored advice, contact us today.
