Trade Australian and global shares with complete confidence, while the paperwork, reporting, and compliance are handled seamlessly in the background. If your current setup feels like it’s squeezing your growth potential, you’re in the right place.
Trade household names and diversified funds that align with your strategy – whether you’re building long-term growth or generating income through dividends.
With competitive brokerage starting from low flat fees and direct market access, you stay in full control of every buy and sell decision.
All while your dedicated Client Service Manager ensures every trade flows smoothly into your fund’s records.
Thousands of opportunities on the ASX are just a few clicks away – and we take care of the rest.
Trade Shares Globally.
Diversify beyond our shores with access to thousands of shares and ETFs across 15 major international markets, including the US, UK, Europe, Asia, and beyond.
From blue-chip global companies to sector-specific ETFs, you can tap into opportunities that match your vision for growth.
Currency handling and reporting are managed efficiently so you can focus on the bigger picture.
Your SMSF. Your investment choices.
Our job is to make the administration effortless.
Already have an SMSF?
Transfer your SMSF to Ez SMSF
instantly & for free!
Ez SMSF transfers your SMSF electronically into our administration with no hassle, leaving you to focus on what’s most important - your retirement.
Transfer your SMSF today!
It only takes a few moments to begin your transfer.
Holding shares inside your SMSF can be one of the most effective ways to build long-term wealth for retirement. Key benefits include:
Tax-efficient growth: Earnings and realised capital gains are taxed at a maximum of 15%, with the potential for further reductions through franking credits on Australian shares.
Capital gains discount: Assets held for more than 12 months qualify for a 33.3% discount on capital gains tax.
Dividend income: Regular dividends from quality companies, often fully or partially franked, provide a tax-advantaged income stream within the fund.
Diversification opportunities: Access to hundreds of ASX-listed shares and thousands of global shares and ETFs across different sectors and markets.
Portfolio control and flexibility: You make all investment decisions, allowing your SMSF to align precisely with your personal strategy, risk tolerance, and goals.
Estate planning advantages: Shares can be integrated into a comprehensive retirement and legacy plan with binding death benefit nominations.
If you'd like us to, we can point you in the right direction too - With so many shares & strategies, it can be difficult to know where to start. Book a friendly chat with our team below.
Risks of Holding Shares in Your SMSF.
Like any investment, shares come with inherent market risks. Values can fluctuate with economic conditions, company performance, and global events. International shares also carry currency movement risk.
That’s why we focus on giving you the tools and support to make informed decisions while we handle the administrative side.
We’ll never tell you what to buy or sell (unless you ask us to... ) – your strategy, your call.
Our role is to keep everything compliant, reported accurately, and moving forward without the usual headaches.
Common Share Portfolio Admin Issues for Trustees.
Many SMSF trustees who invest in shares face these recurring challenges:
Manual reconciliation of numerous trade confirmations, dividend payments, and corporate actions.
Complex tracking and allocation of franking credits across multiple holdings and transactions. Time-consuming data entry and verification for accurate financial reporting.
Delays in receiving clear, consolidated portfolio statements from their administrator.
Difficulty preparing capital gains tax schedules for the annual SMSF tax return.
Poor integration between broker platforms and the fund’s administration software.
Overwhelming volume of paperwork during EOFY reporting and audit periods.
Slow response times when seeking clarification on specific trades or income events.
Errors in transaction recording that surface late, complicating compliance.
These issues often result in trustees spending far more time on administration than on their actual investment strategy.
Ready to Trade Confidently in Your SMSF?
Whether you already hold an SMSF or are establishing one, our team is here to make share trading straightforward and your administration effortless.
Book a no-obligation call today. We’ll listen to your current setup and show you exactly how we can lighten the load.
Yes. Your SMSF can invest in listed Australian and international shares, ETFs and managed funds as long as the investments align with your documented investment strategy and are made at arm’s length for the sole purpose of providing retirement benefits.
Many trustees use shares and ETFs as the growth engine of their portfolio because they offer liquidity, diversification and strong long-term returns.
You open the account in the name of your SMSF (or its corporate trustee) using the fund’s ABN and TFN. Most brokers provide simple online applications,
Clients at Ez SMSF have all of their paperwork and accounts established for them.
Once approved, trades settle directly from your SMSF trading account, keeping everything separate and fully auditable.
Australian shares often pay franked dividends, which come with tax credits that can reduce or eliminate the 15 % concessional tax rate inside your fund.
Capital gains on assets held over 12 months qualify for a one-third discount.
In pension phase, eligible income and gains can be tax-free.
We handle all the tax calculations and reporting so you see the net benefit clearly.
Yes. Your investment strategy must document your approach to shares and portfolio management, including risk tolerance, diversification and liquidity needs.
It’s a short, straightforward statement that you review annually.
Ez SMSF includes this in your annual review and ensures your strategy stays up to date.
You cannot use margin loans or borrow to buy shares like you can personally.
Limited Recourse Borrowing Arrangements (LRBAs) are generally for single acquirable assets like property, not diversified share portfolios. (However it is possible for a tranche of a single companies shares...)
Cash remains the simplest way to fund share purchases.
