Self-Managed Super Funds
Managing your own superannuation gives you the freedom to decide exactly where your capital is deployed. However, the responsibility of vetting every underlying asset against strict ethical and financial criteria is a significant undertaking.
We act as your technical research partner, providing the framework needed to meet your fiduciary duties as a trustee. We make sure your fund remains compliant and profitable while strictly adhering to your personal moral mandate.
Professional support for the proactive trustee
Taking a hands-on approach to your retirement does not mean you have to do the heavy lifting alone. We provide the specialised tools and advisory support required to manage a high-performance, value-aligned fund.
Ethical Portfolio Construction
Access a disciplined investment framework that filters out industries like fossil fuels, gambling, tobacco, etc., focusing instead on companies leading the way in sustainability.
Specialised ESG Research
You benefit from deep-dive analysis into the environmental, social, and governance (ESG) performance of your holdings, giving you total transparency over your fund’s impact.
Compliance and Reporting
We help you navigate the complex regulatory landscape of SMSFs, making sure your ethical strategy never compromises your standing with the ATO or your long-term financial security.
Investment Policy Development
We work with you to document a clear investment strategy that satisfies legal requirements while reflecting your specific divestment goals.
FAQ
The challenge for most trustees is maintaining returns while divesting from harmful industries. Our research-led approach focuses on companies that are technically sound and well-positioned for a sustainable economy, which often aligns with strong long-term performance.