Your investment pathway to a stronger future
While selected numismatic rarities are ideal assets for private wealth portfolios, they are also Government-approved for inclusion into Self-Managed Superannuation Funds (SMSFs). Astute investments in rare coins and rare banknotes are considered to be particularly effective in creating an overall, well-balanced SMSF portfolio. The long-term compounding growth adds diversity, tangibility and stability alongside traditional investments to diversify your portfolio.
As spokesperson for the numismatic industry in regard to SMSFs, Rob Jackman keeps up-to-date with all aspects of the legislation. The Rare Coin Company works closely with SPAA (Self-Managed Superannuation Professional Association of Australia) in keeping abreast of any pending changes to ensure clients with SMSFs remain compliant.
Legal Requirements for SMSFs
It is a legal requirement that a portfolio of coins and banknotes purchased through a SMSF must be separately stored and insured in the fund’s name.
The Rare Coin Company fully complies with the legal storage requirements by providing a purpose-built vault, operating high tech security for the safe keeping of our clients' valuable assets.
For SMSF annual audits, a certificate of insurance is issued in the name of the fund by TRCC’s insurer verifying annual storage fees have been paid and that the SMSF trustee has complied with the legal requirements.
Documentation and Appraisals
For clients with investments in their SMSF portfolio, The Rare Coin Company provides a complimentary annual appraisal during the term of the investment.
These appraisals allow clients to monitor the performance of their assets during the term of the investment. SMSF appraisals are issued at June 30 (end of financial year) annually.
At the time of purchase, clients receive high-resolution images and information of their investment for future record keeping. This is accompanied with a signed certificate of Quality and Authenticity and invoice.
DISCLAIMER
The information contained in this website refers to numismatics only and bears no comparison to any other collectable or investment market. It is for general information only and should not be considered financial advice. *Past performance is no indication of future returns. Potential buyers into numismatics should seek professional advice from a qualified rare coin and banknote specialist and a licensed Financial Advisor. No warranty is given and no liability accepted by The Rare Coin Company or its employees for any statement of opinion, errors or omissions. All information is provided without regard to any person’s individual circumstances, investment objectives, financial situations or requirements. The average returns shown on coins and banknotes in this presentation were calculated using reference from leading Australian price guide, McDonald’s Australian Coins and Banknotes and independent figures. Independent legal, tax and / or financial investment advice should be taken by a potential investor on tax benefits and liabilities in relation to a proposed investment.
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