Whitepaper: How precious metals can benefit SMSF trustees

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Whitepaper: How precious metals can benefit SMSF trustees

Content provided by The Perth Mint

Introduction: Why do people still invest in precious metals?

“Many astute investors allocate 5-10% of a diversified portfolio to gold.”

Precious metals such as gold and silver have been valued as a store of wealth for generations.
Contemporary investment vehicles are today making this asset class more convenient than ever to hold within a diversified investment portfolio.

The range and availability of gold investment products is highly relevant to Self Managed Superannuation Fund (SMSF) trustees seeking to build and protect their wealth.

While listed equities, cash (including term deposits) and property comprise the majority of assets chosen by SMSF trustees, demand for precious metals, such as gold and silver, has also been growing significantly for more than a decade.

Indeed many astute investors are choosing to typically allocate 5–10% of a diversified portfolio to gold. Those who have invested in the metal have been well rewarded, with the gold price recently rising above AUD 2,000 per ounce. This has helped generate returns of more than 8% per annum on gold over the past 15 years.

With a wide choice of investment products, The Perth Mint has been at the forefront of the growing demand for precious metals. Our unique government backed depository now holds more than AUD 3 billion in physical precious metals for approximately 40,000 clients including SMSF trustees, as well as central banks, sovereign wealth funds and institutional investors.

In this white paper we review:

  • Market history and gold.
  • The five main reasons precious metals may offer SMSF trustees as they seek to build and protect wealth.
  • What to look for when investing in precious metals.

We also outline the investment solutions provided by The Perth Mint, with a focus on the products best suited to SMSF trustees. These products include our ASX-listed gold product (ticker code: PMGOLD) which can be bought and sold via a regular share trading account.

Please click here to read the full whitepaper

To view the related webinar “Gold for SMSF Trustees”, please click here.

For further information about The Perth Mint’s SMSF solutions please contact contact their Depository team at [email protected] or on (61 8) 9421 7250.

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Disclaimer: Past performance does not guarantee future results. The information in this white paper 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 in this brochure relates to your unique circumstances. All data including prices, quotes, valuations and statistics included have been obtained from sources The Perth Mint deems to be reliable, but we do not guarantee their accuracy or completeness. The Perth Mint is not liable for any loss caused arising from the use of, or reliance on, the information provided directly or indirectly, by use of this white paper.