Services

SMSF Investment Options

One of the main benefits of running your own SMSF is the ability
to choose from a range of investments to help build your
retirement fund.

As an SMSF Trustee, enjoy access to a great range of investment options under the Xpress Super offering.

SMSF Cash Hub

An SMSF must have a cash account in order to receive any deposits and pay any expenses.

Xpress Super utilise CBA and Macquarie Bank as the cash account provider for our clients. All cash activity within the
SMSF should be directed via this sole cash account or additional fees apply.

As part of the establishment or transfer to Xpress Super, we will prepare all necessary bank account opening forms.

We pride ourselves on providing a paperless service and due to the data feeds we receive from our product providers,
you are not required to forward any bank statements to us.

Xpress Super holds no access over the cash account for your SMSF.

Listed Securities/ETFs (CHESS Sponsored)

Xpress Super utilises CommSec and Macquarie Trading as the broker for our clients.

Both platforms provide a consistent data feed into our software which means our auditor doesn’t require buy and sell
contract notes to be forwarded to us.

We prepare the account opening forms as part of the establishment of transfer to our services.

Peer-to-Peer Lending

Xpress Super is excited to offer Peer-Peer-Lending under our platform and have partnered with Plenti. With more
lenders than any other platform, Plenti is one of Australia’s leading peer-to-peer lenders. They connect investors
who want a better return on their money with creditworthy Australian-resident borrowers who want a simple,
competitive loan.

If you are looking to invest in an asset class this isn’t listed above, please get in touch with us on 1300 216 890.

Term Deposit

Clients of Xpress Super are welcome to invest in Term Deposits.

We have partnered with Australian Money Market as our Term Deposit provider. You can see all your term deposits in
one place and optimise returns on every rollover. This platform allows you to manage your term deposit investments
when it’s convenient for you.

We will prepare the account opening forms as part of the welcome pack provided to you.

From your instruction, funds will move directly between banks via the Australian Money Market portal and will always
remain in the SMSF account name.

Property (Commercial or Residential Property in Australia)
(with or without borrowing)

Property is quickly becoming a popular investment for SMSF Trustees and one which is permitted on the Xpress Super
service.

If you are looking to borrow to fund the property purchase, we suggest you discuss this with a lender who will indicate
whether you are eligible. We can prepare the Limited Recourse Borrowing Arrangement documentation but any loan
documentation will need to be provided by the lender. For further information on borrowing to acquire property, check
out our fact sheet.

Precious Metals

There are 2 ways a fund can hold precious metal in their SMSF under the Xpress Super platform. 

Set up Your Self Managed Super Fund today

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