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 investment report for SMSFs
The Perth Mint SMSF trustees guide to gold 2024 edition provides an overview of how gold is held as part of a diversified portfolio.
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
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.
