SMSF Share Investments
Take control of your super through direct share ownership
With Supervision Group, you can invest in ASX-listed shares, ETFs, LICs, and global equities directly through your Self-Managed Superannuation Fund. We ensure your trades, reporting, and compliance are seamless so you can focus on growing your retirement wealth.
Focus on growing your retirement wealth—we handle the rest.
Share Options
Australian Shares
Access ASX-listed companies for income and growth.
Global Markets
Diversify internationally via approved platforms.
ETFs & LICs
Cost-effective exposure to entire markets or specific sectors.
Dividend Stocks
Target companies with strong, consistent, dividends, distributions and franking credits.
Why Shares in Your SMSF?
Growth Potential
Benefit from capital growth and dividends over the long term.
Income Stream
Receive fully franked dividends that boost your fund’s after-tax returns.
Diversification
Spread investments across sectors, markets, and geographies.
Liquidity
Convert your holdings into cash quickly in line with your investment strategy.
Take full control of your superannuation by investing directly in Australian and global shares. At Supervision Group, we simplify every step—from platform setup to compliance, tax tracking, and reporting—so you can focus on building long-term growth and generating income for your retirement.
ATO Compliance – Key Rules
We keep your SMSF share investments compliant with the Superannuation Industry (Supervision) Act (SIS Act):
Investment Strategy Alignment
We can guide you on your SMSF’s written investment strategy.
Record Keeping
All trades, valuations, and income must be documented for audit.
Naming Conventions
Supervision ensure that your Share Trading accounts are named correctly and pass Audit each year.
How We Support You
Platform Setup
Connect your SMSF to leading share trading platforms.
Brokerage Integration
Enable real-time trade reporting into your SMSF records.
Dividend & Tax Tracking
Manage franking credits and income distribution efficiently.
Ongoing Compliance
Ensure your portfolio remains within ATO and trust deed requirements.
Assisted Transfers
We provide assistance to transfer personally held shares into your SMSF – at market rates
Tax Advantages of Super
15% Tax Rate on Earnings
Lower than most personal tax rates.
10% Capital Gains Tax
On assets held over 12 months.
Tax-Free in Pension Phase
Potentially pay no tax on gains or dividends.
Why Supervision Group?
Highly experienced SMSF Accountants who know how to process your SMSF shares.
Seamless integration with brokers and accounting systems.
Clear and updated reporting so you always know your SMSF share position.
