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Investing for a SMSF
New Investors

An investment in AFIC can help satisfy the Australian Equities allocation of a Self Managed Superannuation Fund.

Many Australians are now taking the opportunity to exercise control over their Superannuation savings by setting up their own Self Managed Superannuation Fund (SMSF). To meet your retirement objectives with an SMSF, you need the Trustee of the Fund to consider and select investments which are going to meet your investment objectives.

As part of your Fund’s overall Investment Strategy, you may wish to consider investing in AFIC as a way to satisfy some or all the Australian Equities allocation of your Fund.

Download the AFIC SMSF Brochure

What you will find inside:

  1. Why Consider a Shareholding in AFIC as part of your Investment Strategy?
  2. Portfolio and Share Price Performance per annum to 30 June 2022
  3. AFIC Investment by Sector as at 30 June 2022
  4. AFIC’s Management of the Investment Portfolio
  5. Investment Portfolio – Top 25 Holdings as at 30 June 2022
  6. Taxation
  7. Self Managed Super as part of your Investment Journey
  8. Financial Services Guide