Superannuation Who this structure is designed for

SuperannuationWho this structure is designed for

Self managed super funds (SMSFs) can participate in the Retrader investment strategy through a structured investment account designed to support trustee oversight and regulatory compliance. This option allows SMSF trustees to allocate a portion of their superannuation capital to the Retrader strategy while maintaining the reporting and governance standards required for superannuation investments.

How the Retrader Trust Account Works

The account is opened in the legal name of the Trust and operated by the appointed trustee or authorised representatives.

Portfolio

The trust deed

Portfolio

Trustee powers and duties

Portfolio

Australian regulatory, tax, and reporting standards

Advisor Phone Mockup

Portfolios Designed For Trust Objectives

Trust Portfolios Are Structured To Prioritise Capital Preservation, Income Stability, And Controlled Growth, Rather Than Speculative Returns.

  • •Income-Focused And Quality Global Equities
  • •Government And Investment Grade Bonds
  • •Gold And Defensive Assets
  • •Cash And Yield Instruments
  • •Optional Limited Crypto Exposure (Only If Permitted By The Trust Deed And Approved By Trustees)

Each Portfolio Is Aligned With:

  • •Beneficiary Interests
  • •Distribution Objectives
  • •Time Horizon Of The Trust
  • •Risk Limits Defined By Trustees

Enhanced portfolio oversight for trustees

Enhanced portfolio oversight for trustees

Supporting SMSF trustees with structured insights to help monitor portfolio exposure and investment performance.

Monitoring portfolio exposure and volatility. Helping trustees stay informed about market movements and portfolio positioning.
Identifying concentration and risk exposure. Highlighting areas where portfolio exposure may become overly concentrated.
Supporting portfolio adjustments. Providing insights that assist trustees when reviewing allocation decisions.
Market scenario awareness. Offering insights into how different market environments may impact portfolio performance.

Meet The Team

Retrader was built to bring structure and clarity to modern investing. We saw too many people overwhelmed by market noise, hype and conflicting advice. So we created two clear pathways: structured trading education for those who want to learn and a professionally managed wholesale fund for eligible investors who prefer a hands off approach.

At our core we focus on disciplined strategies, risk management and long term thinking. Whether you’re building your own skills or investing through our fund, our goal is the same …..to remove emotion, reduce guesswork and make investing more intentional. We believe confidence comes from structure, not speculation.

Schedule your call
Elnaz Javanshir

Elnaz Javanshir

Founder and CEO

Elnaz leads Retrader's investment strategy and works closely with investors interested in joining the platform. With over 15 years of experience in financial markets and investor education, she helps guide prospective investors through the strategy, answer questions and provide clarity around how the fund operates.

Supporting SMSF trustees

Supporting SMSF trustees
The Retrader SMSF Account supports:
SMSF trustees can securely access and monitor the investment account.
Defined trustee permissions. Access can be structured to reflect trustee roles and responsibilities.
Joint trustee oversight. Supports collaborative oversight between trustees when reviewing portfolio activity
Transparent activity records. Clear records help trustees maintain visibility over account activity.
Designed to support SMSF governance, trustee accountability and regulatory obligations.

SMSF Compliance, Reporting and Trustee Transparency

Designed to support SMSF trustee oversight, compliance and transparent reporting.

  1. 1

    Clear portfolio activity visibility. Trustees maintain clear visibility into portfolio activity and investment positioning.

  2. 2

    Regular performance updates. Consistent updates on portfolio performance and asset values.

  3. 3

    Trustee ready financial summaries. Structured reporting designed to support SMSF trustee review and administration.

  4. 4

    Compliance aligned documentation. Records maintained in line with SMSF governance and regulatory expectations.

  5. 5

    Reporting for accountants and audits. Information that supports SMSF accounting, annual reporting and audit requirements.

Designed for SMSF investment strategies

DESIGNED FOR SMSF INVESTORS

Trust use cases

The Retrader SMSF account is suitable for:

  • SMSF trustees seeking diversified investment strategies
  • Long term retirement portfolio allocation
  • Trustees managing superannuation capital through structured investments
  • SMSFs looking to complement traditional assets such as equities and property

Why Retrader SMSF accounts are different

SMSF investment accounts are designed to support trustee oversight and long term portfolio management.

AI assisted portfolio modelling

AI assisted portfolio modelling

Designed to complement traditional SMSF assets such as equities, ETFs and property.

Designed to complement traditional SMSF assets such as equities, ETFs and property.

Investment activity operates within predefined guidelines designed to support disciplined portfolio management.

Investment activity operates within predefined guidelines designed to support disciplined portfolio management.

Structured reporting designed to support SMSF administration and audit requirements.

Structured reporting designed to support SMSF administration and audit requirements.

Risk Controls Built Into The Strategy

Feature image
SMSF investment accounts operate within defined portfolio guidelines designed to support disciplined long term investing.
Defined portfolio risk limits. Portfolio exposure is managed within structured risk parameters.
Defined portfolio risk limits. Portfolio exposure is managed within structured risk parameters.
Disciplined trading framework. Investment activity follows a structured strategy rather than speculative or short term trading.

Retrader

Trust Account

Account illustration

Protect Trust Capital. Fulfil Fiduciary Duties. Build Long-Term Wealth

See if our Investment Strategy Is Right For You

We're Here To Help

02 72311239

Monday - Friday, 9am - 5pm AEST

Schedule a call