Managed Investment Schemes (MIS) allow investors to access assets that may be financially out of their reach or to diversify across a broader base within an asset class. MIS’s are suitable for use within an SMSF provided.
1. Your Trust Deed allows investment in MIS’s; and
2. The Investment Strategy allows for MIS investments.
The Investment Strategy and Trust Deed we supply when setting up SMSF’s in Superannuation Warehouse allows you to invest in MIS’s within your SMSF.
Trustees should be careful when investing in MIS. The investment gets frozen or you loose the investment and there is no government body you can approach to recover the investment. The Trustee carries the risk.
Capital preservation is generally the number one objective in your SMSF.