Managed Investment Schemes (MIS)
Managed Investment Schemes (MIS) for Your Self-Managed Super Fund
A Managed Investment Scheme (MIS) allows multiple investors to pool their funds and invest collectively in a managed portfolio. For trustees of a Self-Managed Super Fund (SMSF), MIS can be a strategic option when managed in compliance with ATO regulations.
At SMSF Depot, we ensure your MIS investments align with your fund’s investment strategy, offering expert SMSF Accounting and compliance support throughout.
What is a Managed Investment Scheme (MIS)?
A Managed Investment Scheme involves a professional fund manager who operates the investment on behalf of investors. In the context of SMSF, trustees can allocate a portion of their fund to an MIS, provided:
It meets the fund’s Investment Strategy
It complies with the SIS Act
It maintains accurate valuation and documentation
MIS structures can include property trusts, equity funds, and fixed-income portfolios.
Why Choose MIS through SMSF Depot?
Full compliance with SMSF Australia guidelines
Seamless integration with SMSF Tax Return processes
Transparent reporting through our Online SMSF platform
Guidance from our experienced SMSF Specialist team
We assist in evaluating MIS options that support fund growth while staying within ATO boundaries.
Important Compliance Considerations
Before investing in an MIS, trustees must ensure the fund’s Trust Deed permits such investments. In addition, funds must:
Maintain proper documentation
Conduct annual valuations
Avoid related party transactions unless allowed
Our team helps you stay compliant with SMSF Audit Services and ongoing reporting.
Get SMSF Investment Support Today
With over a decade of experience, SMSF Depot simplifies the complexities of Superannuation Providers Australia. Whether you’re considering your first MIS investment or managing multiple assets, we provide tailored SMSF Solutions to support your financial goals.
Contact SMSF Depot for reliable MIS investment guidance under your Self-Managed Super Fund.