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Funds Management services from Clime

Let Clime handle your Self Managed Super Fund investing

If you’ve already been managing your own SMSF, you’ll know the benefits of being in control of your own money.

But maybe you’ve found that you don’t have as much time as you’d like to spend investing. Perhaps you’ve decided you’d like to spend more time doing other things like travelling or pursuing your hobbies, or maybe you haven’t quite been able to achieve your investing goals and maximise your returns to the fullest.

Whatever the reason, if you’ve decided that you’d like to entrust someone else to invest your money for you, Clime can handle all your investment needs for your Self Managed Super Fund.

At Clime, we’ve been increasing clients’ wealth through Australian equities for years, and we’re consistently listed as a top performing Australian fund manager.

With Clime, you’re entrusting your money to the experts. Our proven, reliable track record of maximising our client’s capital through our value investing methodology will mean that your money is in the best hands possible.

Even if you decide that you’d like Clime to manage all your investments, you can still have as little or as much input as you want. Our investment methods are completely transparent, you’ll always know what’s happening with your money, and you can speak to your fund manager at any time. It’s open, honest, straightforward investing.

You’ll also have the benefit of additional products like MyClime, if you want to follow the stock market and make investment recommendations as you see fit.

Individually Managed Accounts

Now, with our Individually Managed Accounts, you can also decide whether you want your investments to increase your wealth over time, or whether you want your investments to provide you with a regular income.

Clime offers two types of Individually Managed Accounts:

The Discrete Share Portfolio – Growth  – For those who have long term investment aspirations.

The Discrete Share Portfolio – Income – For those who want to generate a regular income through their investments in high dividend yielding shares.


Clime can also manage the administration of your Self Managed Super Fund

Clime also offers specialist administration services for Self Managed Super Funds, Clime Super. We can help ensure that your SMSF is fully compliant with all Government regulations

So, if you currently have another agency or tax accountant managing your SMSF, then Clime can handle both your investing and your administration and compliance tasks for you.  That way, you’ll have peace of mind knowing your investment and administration is conveniently all in one place, and in good hands.

Contact us to find out how we can help you take control of your super today >>