Why SMSFs are Investing in Private Equity

Private Equity Investment is now available to Australian SMSFs

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Reach Alternative Investments
February 13, 2024
min read

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.

Understanding SMSFs and the Role of Private Equity

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.

The Advantages of Private Equity in SMSFs

Including private equity in your SMSF can offer numerous benefits:

  1. Potential for Higher Returns: Private equity can deliver significant returns, especially in emerging sectors.
  2. Diversification: By investing in private companies, SMSFs can reduce their exposure to the volatility of public markets.
  3. Access to Unique Opportunities: Private equity opens doors to innovative and rapidly growing companies that are not available through public markets.

Leveraging Reach's Private Equity Expertise

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.

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Navigating Risks with Reach's Prudent Approach

While the rewards are enticing, private equity also involves risks such as illiquidity and capital loss. Reach Alternative Investments mitigates these risks through:

  1. Diversified Fund Offerings: Spreading investments across various funds and sectors, from PGIM Real Estate, to Bain and BlackRock PE.
  2. Rigorous Due Diligence: Careful analysis of potential funds for investment.
  3. Disciplined Investment Strategy: Focusing on long-term value creation.

Regulatory Considerations in SMSFs

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.