Why include gold as part of your SMSF portfolio?
The price of gold has risen by an annual average of 9% since the 1970s. Holding gold as part of a diversified portfolio can offer benefits to investors, including self-managed super fund (SMSF) trustees. Download The Perth Mint’s guide to bullion investing options.
Did you know?
- Approximately 10% of depository customers are superannation funds/SMSFs*
- Apporoximately 23% of depository customers who hold between AUD 100k-500k are superannuation funds/SMSFs*
* as of March 2024
Why include gold?
Five key reasons self-managed super funds buy gold include:
- Strong long-term returns
- A cash alternative in low real interest rate environments
- A trusted hedge against falling stock prices
- Currency diversification
- Simplicity and security.
Gold’s role in a multi asset portfolio
Explore how an allocation of gold can increase risk-adjusted returns, providing better outcomes for superannuation funds and their members.
Perth Mint benefits
- Precious metal holdings backed by a government guarantee
- Transparent and competitive fees
- Secure administrative and trading procedures
- Complete customer confidentiality
- 24/7 market access
- Take physical delivery at any time
Adding gold to SMSFs
The Perth Mint publishes an annual paper about the benefits of gold in SMSFs.
Gold report 2025 edition.pdf
Download the guide to gold 2025 edition.
SMSF trustees guide to gold 2024 edition.pdf
Download the SMSF trustees guide to gold 2024 edition.
SMSF invest in gold 2023 report.pdf
Download - Gold guide for SMSF trustees 2023.
SMSF investing in gold white paper.pdf
Download - The return of inflation: Why gold is one of the highest performing asset classes investors can own.
DISCLAIMER
Past performance does not guarantee future results. The information on this page and the links provided are for general information only and should not be taken as constituting professional advice from The Perth Mint. The Perth Mint is not a financial adviser. You should consider seeking independent financial advice to check how the information on this page relates to your unique circumstances. The Perth Mint is not liable for any loss caused, whether due to negligence or otherwise, arising from the use of, or reliance on, the information provided directly or indirectly, by use of this page.
