EQUITIES & SHARES SMSF

Invest in shares through your SMSF with confidence and full control over your long-term wealth strategy.

An SMSF gives you the freedom to invest directly in shares while staying compliant with Australian super rules. At New Venture Wealth, we help Australians build SMSF portfolios across ASX stocks, ETFs, LICs and global equities. Enjoy diversification, tax advantages and greater control as you grow your long-term wealth with confidence.

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Why Australians choose New Venture Wealth

5-Star Rated Service
Consistently rated 5 stars by clients for value, service and clear guidance.
Dedicated SMSF Specialists
Work directly with experienced Chartered Accountants and SMSF specialsts.
24/7 Local Support
Get help anytime from a fully Australian-owned and Australia-based team.
Australian owned and based
Work with an Australian-owned team that understands local rules and market.

Your SMSF can invest in a wide range of Australian-listed or international securities, giving you far more choice than traditional super funds ever allow.

With an SMSF, you can access shares, ETFs, bonds, options and other listed investments through your preferred e-broking platform. When you set up your SMSF with New Venture Wealth, we guide you through registering with a broker such as Macquarie (or any provider you choose) so your fund is ready for compliant, seamless share investing without locking you into any specific platform.
Contact us for a FREE SMSF Accounting consultation

E-Broker Access for SMSF Share Investing

Using an approved e-broking platform allows your SMSF to buy and manage Australian-listed securities while staying compliant with ATO rules. It’s important to confirm your equities strategy suits your fund and aligns with professional advice.
Once your SMSF is approved, you will need:
Access to your chosen e-broking platform to place trades and monitor investments in real timeProper record-keeping for every trade to meet ATO reporting requirementsOngoing compliance monitoring through our auditing program, where any non-compliant transactions are flagged immediately by New Venture WealthOngoing tax and auditing services
Limited time onlyFREE SMSF
Save over $874
Use Code: FREESMSF
*Terms and Conditions apply, does not include ASIC fee

Frequently Asked Questions

Yes, your SMSF may access property equity for new investments through a limited recourse borrowing arrangement (LRBA). The equity cannot be ‘released’ or redrawn for personal use, only for acquiring new assets according to ATO and SMSF rules. The LRBA must be non-recourse (secured solely by the asset) and be established strictly to purchase new property or replace an existing LRBA as permitted by ATO regulations. See ATO guidelines on LRBAs.

The SMSF 5% rule limits investments with related parties, including loans to members or related trusts, to a maximum of 5% of total SMSF assets. If your SMSF exceeds this threshold at the financial year’s end, you must rectify the situation within the following year and report it to the ATO or risk compliance penalties. ATO in-house asset rules

Yes, your SMSF can purchase listed Australian shares and eligible international shares through approved brokers. This flexible investment option is supported by New Venture Wealth. Your SMSF’s trust deed and documented investment strategy must permit share trading, and you must ensure all record-keeping and compliance steps, such as annual audits and ATO reporting, are followed. ATO SMSF Investment Rules

SMSF property sales may be exempt from capital gains tax if the asset is supporting a pension (retirement phase) and all SMSF rules and member conditions are met. In the accumulation phase, the standard super fund capital gains tax rates apply: 15%, or 10% if held for over 12 months. For personalised tax planning that aligns with your SMSF’s timeline and member status, consult New Venture Wealth.

SMSF property costs may include a setup fee of $874 (plus $576 government/ASIC fees) with New Venture Wealth, monthly accounting and audit fees of $175, and property-specific expenses such as stamp duty, legal costs, and ongoing maintenance. Balances above $200,000 are recommended by New Venture Wealth for cost efficiency, as SMSF property ownership is generally more viable with higher fund balances. See our Pricing Page for current fee breakdowns.

Winding up your SMSF in Australia requires distributing all assets to members or rolling over to another super fund, finalising tax and obligations, and submitting all required forms to the ATO. New Venture Wealth provides support with asset sales, member payments, audit completion, and final ATO lodgement, ensuring the wind-up is compliant and stress-free. ATO: How to wind up an SMSF

A: SMSFs, managed with New Venture Wealth, offer long-term, tax-effective growth for super balances typically over $200,000 but require regulatory compliance and annual audits. Direct investment may offer more immediate access to funds but lacks the super-specific tax concessions and estate planning tools available within an SMSF. Australian Government – Moneysmart: SMSFs vs other super funds

An SMSF is suitable if you value having control over your investments, are confident in managing the legal and reporting requirements, and have a substantial super balance. New Venture Wealth can help assess your personal goals and suitability before you commit.

An SMSF might suit you if you have $200,000 or more in super, want to access investment options beyond standard super funds (like property or specific shares), and can commit the necessary time and effort to compliance. New Venture Wealth can help you compare SMSFs against alternatives and design a fund to match your objectives.

Your SMSF investment strategy must outline asset classes (shares, property, cash), risks, diversification, insurance, and liquidity and take into account each member’s goals and circumstances. NVW guides clients in developing compliant strategies and conducts regular reviews to ensure alignment with both legal requirements and changing needs.

Didn’t find your answer?

Book a Free Consultation

We provide a FREE 30 minute online SMSF consultation to help you discover how to set up a self managed super fund.

Book in a time for your free SMSF Consult with one of our account managers who will be happy to answer any queries you have about setting up your new SMSF

Phone Number1300 050 939
Email Addressinfo@newventurewealth.com.au

Contact Us

New Venture Wealth are SMSF Specialists and Chartered accountants. We are not financial advisors, and no content on this website should be considered as financial advice. Monthly tax and compliance fees are based on tax and compliance services for SMSF assets. Our monthly tax and compliance fees may vary (we will provide 14 days’ written notice).

*  Free SMSF offer excludes ASIC fees. Must take up first year accounting services on direct debit to qualify for the free SMSF

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