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Precious metal investment solutions for your self-managed super fund The essential element of a diversified portfolio

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Page 1: Precious metal investment solutions for your self-managed super fund metal invest… · Precious metal investment solutions for your self-managed super fund The essential element

Precious metal investment solutions for your self-managed super fundThe essential element of a diversified portfolio

Page 2: Precious metal investment solutions for your self-managed super fund metal invest… · Precious metal investment solutions for your self-managed super fund The essential element

Five key reasons self-managed super funds buy goldA trusted hedge against low interest rates and volatile equity markets.

While gold can be volatile in the short to medium term, and prices are not guaranteed to rise, it can offer benefits to investors, including SMSF trustees. These include:

STRONG LONG-TERM RETURNSGold has delivered strong long-term returns to investors, appreciating in value from under AUD 450/oz in the early 2000s to more than AUD 1,800/oz by the end of 2018, a gain of over 7.5% per annum. Since 1971, the price of gold has appreciated by an average of almost 9% per annum.

A CASH ALTERNATIVE IN LOW REAL INTEREST RATE ENVIRONMENTSGold prices have historically performed particularly well when real cash rates (which take inflation into account) are 2% or lower, often outperforming stocks and bonds in such environments.

A TRUSTED HEDGE AGAINST FALLING STOCK PRICES Gold has historically performed extremely well when equity markets have suffered their sharpest falls, helping protect investors from losses in the stock market. For example, in the five worst calendar years for equity markets since the start of the 1970s, gold prices rallied by almost 40% per annum.

CURRENCY DIVERSIFICATIONAs gold is priced in USD it provides a simple means of obtaining currency diversification within a portfolio and protects against a decline in the value of the AUD.

SIMPLICITY AND SECURITYGold is incredibly easy to buy. You can purchase exchange traded products, such as Perth Mint Gold which is listed on the Australian Securities Exchange (ASX code: PMGOLD), via your share trading account. Another popular method is to open a Perth Mint depository account through which you can buy and sell gold securely stored in our vaults.

Additionally, we offer the GoldPass® smartphone app or even our New York Stock Exchange listed gold shares (NYSE code: AAAU). AAAU shares are backed by physical gold stored with The Perth Mint, with the shares available through your stock broker or usual share trading facility.

Page 3: Precious metal investment solutions for your self-managed super fund metal invest… · Precious metal investment solutions for your self-managed super fund The essential element

Why The Perth Mint?A GLOBAL LEADER IN PRECIOUS METALSThe Perth Mint offers a comprehensive suite of investment solutions for SMSF trustees, including exchange traded products, depository solutions, a smartphone app and physical bars and coins.

We are trusted to safeguard the holdings of investors including superannuation funds, central banks, sovereign wealth funds and individuals. Currently we secure precious metal worth billions of dollars in our central bank grade vaults for over 40,000 clients from across the globe.

As Australia’s leading precious metals business with a 120-year history we are the world’s largest refiner of newly mined gold, processing in excess of 10% of annual global gold production including more than 90% of gold mined in Australia. The Perth Mint additionally distributes products worth in excess of AUD 18 billion annually throughout 130 countries.

GOVERNMENT GUARANTEEDInvestors who choose any of our products do so with the knowledge that precious metal stored on their behalf is guaranteed by our owner, the Government of Western Australia, under the Gold Corporation Act 1987. Furthermore, we operate one of the world’s largest network of central bank grade vaults where clients’ gold, silver and platinum is securely stored.

In addition to the government guarantee on the safekeeping of precious metal, we offer with all our products:

• Entirely transparent and competitive fees.• Easy to manage investment options.• Secure administrative and trading procedures.• Complete customer confidentiality.• The option to take physical delivery of precious metals.

All gold safeguarded on investors’ behalf in our central bank

grade vaults is comprehensively

insured with Lloyd’s of London and

guaranteed by the Government of

Western Australia.

Page 4: Precious metal investment solutions for your self-managed super fund metal invest… · Precious metal investment solutions for your self-managed super fund The essential element

Investment optionsAdd gold to your share portfolio through your stockbroker or share trading platform.

AUSTRALIAN SHARE TRADING ACCOUNT

PERTH MINT GOLD (PMGOLD)

Self-Managed Super Funds can purchase Perth Mint Gold via our ASX listed product, ticker code PMGOLD, via a stock broker or a standard Australian share trading platform.

Trading since 2003, PMG is a fully paid warrant on 1/100th of a troy ounce of physical gold and is structured to track the international spot price of gold in Australian dollars.

Features of PMGOLD include:

• Competitive cost - PMGOLD has the lowest management fee of all gold products trading on the ASX.*

• Transparent - Set at 1/100th of a troy ounce of gold, the price of PMGOLD is easy to compare to live Perth Mint spot prices, which track the international spot price of gold.

• Government guarantee - Metal stored through PMGOLD is covered by The Perth Mint’s unique government guarantee.

• Redeemable - PMGOLD also allows investors to take physical delivery of metal if desired.

* Data effective as at 31 March 2019.

Page 5: Precious metal investment solutions for your self-managed super fund metal invest… · Precious metal investment solutions for your self-managed super fund The essential element

Invest in precious metal 24/7 via a convenient online portal.

ONLINE TRADING PORTAL

DEPOSITORY ONLINE ACCOUNTPerth Mint Depository Online is a web based portal allowing investors to buy, store and sell gold, as well as silver and platinum.

Depository Online has been adopted by thousands of clients worldwide who enjoy the convenience and flexibility it provides.

Features of Depository Online include:

• 24/7 online portal to buy and sell physical precious metal.

• A savings plan to allow for regular investment into precious metal.

• Valuations and administrative support for self-managed super fund trustees.

Page 6: Precious metal investment solutions for your self-managed super fund metal invest… · Precious metal investment solutions for your self-managed super fund The essential element

INTERNATIONALLY LISTED GOLD SHARES

PERTH MINT PHYSICAL GOLD EXCHANGE TRADED FUND (AAAU)

Trading on the New York Stock Exchange (NYSE), AAAU is a fully paid share representing 1/100th of a troy ounce of physical gold.

Unique in the marketplace, AAAU is the first gold ETF to have the precious metal held on behalf of investors guaranteed by a sovereign entity.

Designed to track the international price of gold in US dollars, it is available to investors through their stock broker or share trading platform with an international share trading account.

We offer a comprehensive suite of investment solutions to suit a range of strategies and preferences.

PHONE

DEPOSITORY PROGRAM ACCOUNTModelled on a traditional service with personalised contact, the Depository Program is tailored to investors who wish to operate their account by telephone.

Selecting this option allows investors to communicate directly with our in-house investment team who provide live pricing and instant confirmation of trades.

Page 7: Precious metal investment solutions for your self-managed super fund metal invest… · Precious metal investment solutions for your self-managed super fund The essential element

MOBILE APP

GOLDPASS®

GoldPass® is a full-service investment app that allows users to buy, store and sell gold 24/7 on any Apple or Android smartphone, and is available through App Store or Play Store.

The physical gold backing each investor’s GoldPass® holdings is represented in the form of digital certificates within the app.

BUY AND STORE INDEPENDENTLY

BULLION BARS AND COINSFor investors who wish to store physical precious metals themselves, our bullion range comprises:

• Gold and silver minted bars.

• Gold and silver cast bars.

• Gold, silver and platinum bullion coins.

Bullion products can be ordered online or by phone for secure delivery to an approved location of the investor’s choice. Alternatively they can be purchased over the counter in our bullion trading room.

For more information on our investment products, go to perthmint.com/SMSF

GoldPass® offers a 24/7 trading platform that offers easy account opening and trading for SMSFs.

Page 8: Precious metal investment solutions for your self-managed super fund metal invest… · Precious metal investment solutions for your self-managed super fund The essential element

310 Hay Street, East Perth, Western Australia 6004

perthmint.com/SMSF

DISCLAIMER

Past performance does not guarantee future results.

The information in this brochure and the links provided are for general information only and should not be taken as constituting professional advice from The Perth Mint.

The Perth Mint is not a financial adviser. You should consider seeking independent financial advice to check how the information in this brochure relates to your unique circumstances.

The Perth Mint is not liable for any loss caused, whether due to negligence or otherwise, arising from the use of, or reliance on, the information provided directly or indirectly, by use of this brochure.