Managed Investment Schemes

Managed Investment Schemes (MIS’s) 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’s investments.

The Investment Strategy and Trust Deed we supply when setting up an SMSF in Superannuation Warehouse allows you to invest in MIS’s within your SMSF.

Trustees should be careful when investing in MIS’s. These investments gets frozen, or you loose them, and there is no government bodies you can approach to recover the investments. The Trustee carries the risks.

Capital preservation is generally the number one objective in your SMSF.

 

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