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I am unsure of
my SMSF Investment options

Tim is a professional photographer and one of the many Australians who owns their own business. He has a self-managed superannuation fund but is unsure of the investment options available to him. He is predominantly invested in cash and is now interested in learning more about other investment options.

You ask Tim a few questions to learn about his personal goals.

Click on each of the questions to get a better understanding of Tim’s needs or goals.

"What do you plan to invest in within your SMSF?"

"Do you need help selecting shares or managed funds within your SMSF?"

Are you actively managing your SMSF and its investments?

What do you plan to invest in within your SMSF?

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At this stage, I’m not really sure. I think 90% is invested in cash. I’m hoping to retire in 20 years and return to my first love - photography.

You can offer Tim more insight by referring him to an SMSF Specialist, with a potential referral to CommSec, as well.

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Do you need help selecting shares or managed funds within your SMSF?

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Yes, that’s exactly what I need. Where can I get help with that? I’d like to learn about investing and eventually control my super directly.

Asking the right question has created an opportunity to support Tim’s financial needs. You can offer Tim more control by referring him to an SMSF Specialist, with a potential referral to CommSec, as well.

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Are you actively managing your SMSF and its investments?

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No, but now that my kids have grown up, I have more time. I’d really like to get my SMSF balance to at least $1m in the next eight years. Can you help me do that?

You can help Tim reach his goals by referring him to an SMSF Specialist, with a potential referral to CommSec, as well.

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