SMSF  ·  Compliant structure

Your SMSF.
Your future.
Invest differently.

Assetora lets your SMSF own investment property — residential, commercial or rural — through a fully compliant, professionally managed structure. No personal guarantees. No compliance headaches. No day-to-day management.

4.1%
p.a.
current rate  ·  at-call access  ·  no lock-in
ANZ virtual account — at-call daily access
Rental income and distributions deposited automatically
Hold liquidity, reserves, or SMSF expenses
No minimums, no lock-in periods
Redeploy into new ASF investments any time
Auto-feeds into
Class Super BGL Simple Fund 360 ANZ Virtual Account
SMSF Cash Account

Make your cash work harder between investments

Every Assetora SMSF comes with a purpose-built high interest cash account that earns 4.1% p.a. — so your rental income, reserves and idle capital are always working for you.

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Rental income on autopilot

Net rent flows directly from the sub-fund into your cash account. No manual transfers, no chasing payments.

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Fully integrated reporting

Cash account statements feed directly into Class Super and BGL alongside your investment data — giving your accountant everything in one place.

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Flexible and at-call

Access your cash any time for new investments, SMSF expenses, or pension payments. No lock-in, no notice periods.

How it works

Seven steps to owning property in your SMSF

You pick the property. Assetora handles everything else — the structure, the borrowing, the management, and the reporting.

1

Choose your property

You identify the residential, commercial, or rural property you want to own. Assetora creates a dedicated sub-fund within the Assetora Investment Fund to hold it.

2

Invest into the sub-fund

Your SMSF subscribes for units in the sub-fund — typically 100% of the units in that class — giving you full beneficial ownership of the property.

3

Add leverage (optional)

Assetora arranges a non-recourse Limited Recourse Borrowing Arrangement (LRBA) secured against the property only. The borrower is Perpetual as custodian — not your SMSF. No personal guarantee required.

4

Professional management

Assetora appoints a professional property manager for tenant selection, rent collection, maintenance and compliance. You have no day-to-day role.

5

Rental income flows to your cash account

Net rental income is distributed from the sub-fund directly into your Assetora SMSF Cash Account — at-call, earning a competitive rate.

6

Automated SMSF reporting

All transactions feed directly into Class Super and BGL Simple Fund 360, giving your administrator and auditor real-time data for compliance and year-end reporting.

7

Liquidity on your terms

You can sell some or all of your sub-fund units on the Assetora Marketplace without triggering a sale of the property itself.

Worked example

ABC Super — $600K residential property

Property value$600,000
SMSF equity contribution$265,000
LRBA (non-recourse)$360,000
Units issued to SMSF265,000 (100% of sub-fund)
Legal title holderPerpetual as custodian
Borrower on LRBAPerpetual (not the SMSF)
Personal guaranteeNot required
SMSF holdsUnits in a managed fund
Key point: ABC Super has no direct interest in the property or the loan. It holds units in a regulated managed investment scheme — fully SIS Act compliant.
The structure

Three parties. One compliant structure.

The Assetora sub-fund structure separates legal ownership, custody and investment from your SMSF — which holds units only.

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Assetora Australia Limited

Responsible Entity & Trustee

Holds AFSL 444365. Controls all investment and operational decisions for the sub-fund. The SMSF has no power to direct or remove the RE.

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Perpetual Corporate Trust

Custodian & Agent

Holds legal title to the property. Acts as the borrower under any LRBA — not the SMSF. No recourse to the SMSF or its trustees.

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Lender / Bank

Loan provider (optional)

Provides a non-recourse LRBA secured against the property only. No personal guarantee required from the SMSF trustee.

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Your SMSF — Unitholder only

Holds 100% of the units in the sub-fund class. Receives distributions. Has no direct interest in, or control over, the underlying property or debt. This is the same position as any investor in a managed fund — regardless of unitholding size.

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SMSF Technical Documentation

Download our SMSF Property Ownership Technical Explainer — prepared for accountants, administrators and auditors.

Download PDF ↗
House & land packages

A strategy most SMSFs can't access. Until now.

Traditional SMSF structures can't participate in house and land packages without breaching the SIS Act. The Assetora sub-fund structure solves this at a structural level.

The problem with traditional structures

A house and land package involves two separate contracts — land and a building contract — acquired at different times. Under a bare trust LRBA, this breaches the single acquirable asset rule (s67A) and the improvement prohibition (s67B), making borrowed SMSF funds non-compliant.

Why the Assetora structure is different

Your SMSF acquires a single financial product — units in a managed fund — on day one and holds it continuously. Assetora as RE manages the land and building contracts. Perpetual holds the title throughout. The s67A and s67B restrictions simply don't apply to your SMSF's unitholding.

Construction timeline — SMSF position
1
Sub-fund established

Assetora creates the sub-fund. SMSF subscribes for units.

SMSF holds units
2
Land contract exchanged

Assetora directs Perpetual to exchange the land contract on behalf of the sub-fund.

SMSF holds units
3
Building contract signed

Perpetual enters the building contract as custodian/agent. Construction drawdowns managed within the sub-fund.

SMSF holds units
4
Construction complete

Assetora arranges independent valuation. Unit value updated to reflect the completed asset.

SMSF holds units
5
Title registered & income flows

Certificate of title issued in Perpetual's name. Rental income distributes to SMSF cash account.

SMSF holds units
The SMSF's position never changes — it holds units in a managed investment scheme from day one through to income-producing phase.
Syndicated investments

One investment. Multiple investors.

Not every great investment needs to be held by a single SMSF. The Assetora sub-fund structure lets multiple investors — whether SMSFs, personal accounts, family members or investment groups — co-invest into a single ASF together.

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Multiple SMSFs

Several SMSF trustees co-invest into a single property or asset sub-fund. Each holds a proportional unit stake. Income and capital growth are distributed pro-rata. Perfect for business partners, investment clubs, or families with separate SMSFs who want shared exposure to larger assets.

Business partners Investment clubs Multi-SMSF families
P
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Personal + SMSF

Invest in the same property through both your personal account and your SMSF simultaneously. Each account holds its own units in the sub-fund — fully segregated, independently reported, with distributions flowing to the correct account. A single underlying asset, two investor positions.

Blended portfolios Retirement planning Individual + super
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F
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Family groups

Multiple family members — across different generations, entities or account types — invest together into a shared sub-fund. Each participant holds units proportional to their contribution. Distributions flow independently to each investor's account. Estate planning and intergenerational wealth, built into the structure.

Family trusts Intergenerational Estate planning
How syndication works
1
One sub-fund is established

Assetora creates a single ASF to hold the target asset — a property, private credit facility, or other investment.

2
Each investor subscribes independently

Every participant — whether an SMSF, personal account, family trust or company — subscribes for units proportional to their contribution. Accounts are fully segregated.

3
Distributions flow to each account

Income is distributed pro-rata to each investor's Assetora Cash Account. Each investor receives their share independently.

4
Each investor reports independently

SMSF investors get automatic Class & BGL data feeds. Personal investors receive standard investment reporting. Each entity's tax position is entirely its own.

5
Units can be traded independently

Any investor can sell their units on the Assetora Marketplace without requiring the co-investors' approval or triggering a property sale.

Compliance note Each investor holds units in a registered managed investment scheme (ARSN 167 020 626). There is no related-party issue between co-investors — each holds an independent unit position. SMSF in-house asset rules are not engaged (s71(1)(d) exclusion applies).
Who can co-invest into a single ASF
Self-Managed Super Fund (SMSF)
Personal / individual account
Family trust
Company account
Investment club / group
Multiple SMSFs together
Get started today

Ready to invest your SMSF differently?

Join 4,000+ investors already using the Assetora platform to build smarter, more diversified SMSF portfolios — with real property, alternative assets, and everything in between.

This information is general in nature and does not constitute financial product advice. Assetora Australia Limited (ABN 33 153 951 770, AFSL 444365) is the Responsible Entity of the Assetora Investment Fund (ARSN 167 020 626). You should consider the PDS and obtain independent advice before making investment decisions. Investing involves risk including the potential loss of capital.