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Self-Managed
Invest (SMI)

SMI is designed for Self Managed Super Funds (SMSF) investors who enjoy the control and 
flexibility of their SMSF, but want access to Hostplus’ unique assets and proven investment expertise.

Adding Hostplus investment expertise to your SMSF portfolio creates a powerful investment solution.

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Why use SMI in your SMSF?

Here’s what makes Hostplus SMI a compelling addition to your SMSF strategy: 

  • Access unique investment options - including access to unlisted property, infrastructure and private equity assets.
  • Build diversified portfolios – choose from a range of pre-mixed and single-sector investment options. 
  • Low minimum investment, high flexibility – start with as little as $10,000 and benefit from daily liquidity. 
  • Simple digital experience – paperless application and online account management. 

How it works

Hostplus SMI invests through Hostplus’ Pooled Superannuation Trust structure, so your money is pooled with over one million other Hostplus members. 

  • Unitised investment: Each investment option is divided into units, which are allocated based on the value of your investment and the relevant unit price.
  • Tax-paid structure: Hostplus SMI is a tax-paid investment vehicle. This means the declared unit price for each investment option includes a provision for tax owing on any investment income and capital gains, as well as entitlements to tax credits (i.e. imputation credits).
  • Choice of accumulation or retirement phase: You can purchase units in either accumulation or pension (retirement) phase for each investment option. This will ensure the right tax treatment is applied, as units in each phase are taxed at a different rate.
  • Retained investment earnings: All investment income is retained within the fund and is reflected in the unit price rather than being distributed.
  • Easy online access: Our online portal provides regular portfolio information and reporting at the touch of a button.
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If you already have an SMSF

  1. Open a Self-Managed Invest account
  2. Fund your new SMI account with at least $10,000 
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If you don't have an SMSF yet

Hostplus does not offer an SMSF set up service. For information on how to set up an SMSF, please visit the ATO website. Before establishing an SMSF, you should consider if an SMSF is right for you
 

Join others investing in high-quality investments from Hostplus.

Product disclosure documents

Updates to the PDS

From time to time, we’ll publish changes to our PDSs that are not materially adverse here.