Investing with a SMSF Whether you’re looking for portfolio diversification or get started, we have a range of investment solutions.

Investing as a SMSF is easy with IPO Wealth

Documents required (SMSF):

  • Application Form (contained within the Information Memorandum)
  • Certified ID of the trustee – either driver`s license or passport of the trustee/s (where the trustee is individual/joint or the director/s of the trustee (where trustee is a company) 
  • Completed term sheet of your choice
  • Certified copy of 3 pages from the trust deed

To invest in the name of a SMSF please follow these steps carefully:

  • Step 1:
    Complete the Get Started form to receive a copy of our latest Brochure, Information Memorandum and Application Form.
  • Step 2:
    Read the Information Memorandum carefully and ensure you understand the risks and the benefits of investing with IPO Wealth.
  • Step 3: 
    Provide a certified and dated copy of either your driver’s license or passport. You will need to take your original and a copy of your ID to an authorised person to sight, date and certify (e.g. local pharmacist).
  • Step 4:
    Sign the term sheet for your agreed term and send in the original forms with the wet signature(s).
  • Step 5:
    You will need to take both the original and a copy of the trust deed to an authorised person to sight, date and certify. You will need to certify the front page, schedule page and execution page.
  • Step 6: 
    If there is a corporate trustee, you will also need to provide the ABN or ACN number for the company.

If you have any questions about the process or would like one of our friendly team to step you through the process simply call 1800 918 344.

*The IPO Wealth Fund (Fund) is a managed investment scheme, available to wholesale investors only, and not available to retail investors. Vasco Investment Managers Ltd (ACN 138 715 009, AFSL 344486) (Vasco) is the trustee of the Fund, and IPO Wealth Pty Ltd (ACN 617 039 255, AFSL Auth. Rep. No. 001 253 092) (IPO Wealth) is the investment manager of the Fund. IPO Wealth Pty Ltd is a Corporate Authorised Representative of D H Flinders Pty Ltd for the purposes of providing general advice relating to the IPO Wealth Fund only, and in no other capacity. None of Vasco, IPO Wealth, nor D H Flinders Pty Ltd (ACN 149 601 596, AFSL 353001) guarantees any income or capital return from the Fund. Investments in the Fund are investments for a fixed period of time, in return for Fund units relating to period of investment, targeted return and targeted distribution timing. Target returns are intended maximum returns only, based on expected underlying investment performance, and are not guaranteed. The Fund lends monies to companies related to the investment manager, to fund private equity and transactions. An investment in the Fund is not a bank deposit and is subject to a greater risk than cash investment products, including loss of income and part or all of the capital invested. You should consider this information, the Fund’s Information Memorandum (IM), the term sheet for the relevant offer, and seek your own independent financial advice before investing in the Fund. IPO Wealth provides only general advice which does not consider an individual investor’s objectives, financial situation or needs.