Investments

Investments allowed under the platform

Self-managed super is for trustees who want control. The list below describes what the administration platform can support — it is not a recommendation to buy any product or asset class.

You choose the assets

Laterpath administers SMSFs on a no-advice model. Investment decisions remain with the trustees.

Platform rules apply

Only investments on the allowed list can be administered. Exclusions exist where data or complexity sits outside the offering.

Data pathways matter

Preferred bank and broker arrangements support electronic annual data. Other providers may require you to supply records each year.

Asset categories

Categories commonly supported for administered funds. Always confirm current rules before investing, and seek personal advice for suitability.

  • Cash & transaction accounts

    Operating account for contributions, expenses and benefit payments. Preferred pathways support electronic annual data.

  • Australian shares & listed securities

    ASX-listed shares, ETFs, LICs and similar listed securities via approved or preferred brokers.

  • International shares

    Selected overseas markets only, where data and administration complexity can be supported under platform rules.

  • Residential & commercial property

    Property with or without borrowing, subject to super law and platform documentation requirements.

  • Cryptocurrency

    Permitted via Australian-based exchanges where the asset class is allowed on the platform.

  • Managed funds

    Direct managed funds with chosen managers. WRAP accounts and SMAs are typically excluded.

  • Term deposits & savings

    Term deposits and high-interest savings products with supported or self-reported providers.

  • Other allowed assets

    Metals, listed options, CFDs, FX and IPOs where explicitly permitted — confirm before investing.

Exclusions and limits

Some structures (for example WRAP accounts or separately managed accounts in many cases) sit outside the administration offering because of data and reconciliation complexity. International share markets may be limited to specific jurisdictions. If an asset is not on the allowed list, the platform may not be able to continue administration.