Diversifying Your Financial Portfolio

Self-Managed Super Fund (SMSF)

SMSF, a Super Strategy for Individuals

Self-Managed Super Fund (SMSF) is a super strategy for individuals looking to take responsibility for their retirement financial future. Working with Mintwell ensures that the efforts of our advisers and planners help you take control of your financial destiny.

Your SMSF Strategies Explained

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SMSF has several benefits over other types of funds, including greater control and flexibility over your investment strategy. SMSF allow individuals to grow their super tax free until they start taking money out of it in retirement.

At Mintwell we show you how you can invest with a wider range of investments than those allowed by pension funds or other forms of super. Mintwell helps its members to invest their portfolio into various strategies, including bank and term deposits, property, shares and foreign assets. SMSFs also come with some unique tax benefits and costs which we will walk you through.

Take Control of Your Financial Future

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We guide you to make the investment choices that best suit your financial situation and appreciate tax benefits that enable you to keep more of your money. We review your superannuation investment strategy to align with your risk profile, preferences, and objectives. Our expert SMSF advisors will guide you through the process of setting up your self-managed super fund. The result is a superannuation solution tailored to meet your individual retirement needs. Whatever your post-work dreams, Mintwell can help ensure your SMSF achieves your goals.

Balanced Portfolio

1 Year

13.45%

3 Year

11.05%

5 Year

9.8%

*As of the period from July 1, 2024, to February 11, 2025 (FY25), our current position stands at 12.85%.

Disclaimer: The information provided is of a general nature and does not take into account your specific objectives, financial situation, or needs. You should consider whether the information is appropriate for your circumstances before making any decisions. Past performance is not indicative of future results.

Maximising Your Portfolio Through AUSIEX

Mintwell utilises AUSIEX to manage our client's accounts. AUSIEX is one of Australia’s leading and most trusted wholesale broker servicing intermediaries and financial institutions. AUSIEX can give you valuable investment advice that when paired with our expert advice puts you in an advantageous position. Mintwell helps you create an effective portfolio management strategy and monitor your funds through every stage of its development.

Leveraging Interactive Brokers for Smarter Investing with Mintwell

Mintwell utilises Interactive Brokers to manage our client’s accounts. Interactive Brokers is a global leader in providing brokerage services to institutions, financial advisors, and individual investors. With their cutting-edge technology and comprehensive market access, Interactive Brokers offers valuable tools and resources that, when combined with our expert guidance, help put you in a strong position to achieve your financial goals. Mintwell supports you in developing a tailored portfolio strategy and monitors the growth of your investments at every stage of its journey.

How to Get Started

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We’ll construct your personalised and tailored portfolio in accordance with your objectives while taking advantage of the current market opportunities in a risk-conscious manner.

1. Tell us your investment goals and aspirations
2. We’ll personalised your investment strategies
3. We’ll create your personalised portfolio
4. Your investment begins

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