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Self-master your self-managed super fund

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Citi Australia combines more than 200 years of Citigroup’s investment expertise, as well as the knowledge derived from operating in 160+ countries around the world, with the tireless support of Australian-based Relationship Managers and Investment Specialists.

Access local experts that can help you invest with your self-managed super fund. We can help you go beyond just self-managing to self-mastering it.

Up to 2-6%p.a.1

return with Bonds

Achieve higher returns, with less risk than shares. Wholesale investors only.2 T&C apply.

0.75%p.a.

interest on cash balances

Balances over $25,000 with the Citi Global Currency Account3. T&C apply.

Ways we can help you

Predictable income

 

We can open up a whole world of unique, personalised investment products that generate an income in ways you may not have known you could, including:


Bonds and fixed income2

• Bonds are less volatile than shares.

• You can choose from over 2,200 bonds, from a specialist in fixed income investments, across multiple currencies and industries.

• You can gain access to investment and high yield bonds as well as hybrids, from an extensive range of global and local issuers.

 

Structured investments2

• Customised risk-return payoffs that are suitable for varying risk appetites.

• Structured investments can be tailored for you, allowing you to invest in what you’re interested in.

 

Learn more about Bonds and Structured Investments

Your experience

 

At Citi, clients come first. 

The experience you'll receive

Understanding you: Your Relationship Manager will work with you to identify paths for managing your risk and achieving your long-term objectives.

Setting the foundations: Our experts will support you with rich global research and insights.

Tailored product solutions: Choose from a range of custom-made investment products to suit your objectives.

Ongoing education and support: Access a world of exclusive educational events, seminars and networking opportunities.

Strategies to Self-Master your SMSF

 

SMSF-pros

 

 

 

Are SMSFs a good idea? We examine the pros and cons.
Read more

 

5-Strategies

 

 

 

5 SMSF strategies that can help you invest through uncertainty.
Read more

 

resilience

 

 

 

Resilient investments to guard against volatile times
Watch the video

Explore how we can help you with your SMSF  Request a call

smsf-silk

A Citi Global Currency Account3, with no monthly or withdrawal fees, will help you manage your investments, whilst earning 0.75% p.a. interest monthly on balances over AUD$25,000 while you decide your next investment. T&C apply.

Apply

Hear from Citi Austalia's investment specialists

Leonie Di Lorenzo 
SMSF specialist

“The smart money plays a long term game – SMSFs shouldn’t try to time markets, they should build a diversified portfolio that can weather economic shocks.”

Gofran Chowdhury
Head of Banking and Wealth Management Distribution

“The face of investing in Australia has shifted dramatically in the last few years. Investors chasing yield should look beyond equities, property and cash to see how other asset classes can help deliver sustainable income.”

Nandita D'Souza
Head of Investment Specialists

“Retirees face a unique dual-challenge today, with record low interest rates and the unprecedented COVID-19 crisis. It’s never been more important to seek investment insight.”

Citi's Latest Insights

Should I hold cash or invest now?

Watch this 2 minute video on how diversification improves your resilience against downturns, expands your investment options, and drives long term returns.

By Citi
29 June 2020

Watch video

How can compound interest help me?

Compound interest is the secret ingredient to a great savings plan.

You're probably familiar with the interest rate a bank pays you when you put money in a savings account, for example. Compound interest takes saving to another level, because it represents interest you earn on both the money you put in and the interest on that money. 

By Damon Frith
19 Jun 2020

Read more

Understanding the world of foreign currencies

Whether it's for work, leisure or family we all find ourselves dealing with foreign currencies at some point. By understanding why currencies change in value you will be able to better determine when to buy or sell currencies, and that knowledge can save you thousands of dollars.

By Damon Frith
17 June 2020

Read more

Important information

1. Investment grade bond returns range from 2-3% p.a. High yield bonds range from 4-6%.

2. Wholesale Investors Only. T&Cs Apply. Minimums Apply. Subject to Risks.

Investments are not deposits, not government insured, not a bank guarantee and subject to investment risk including the possible loss of principal amount invested.

To be eligible for our investment products, you must qualify as a 'wholesale client'. This means you have a certificate issued by a qualified accountant within the last two years stating:

   • You have a gross income for each of the last two financial years of at least $250,000; or

   • You have net assets of at least $2.5 million.

Alternatively professional investors who are investing $530,000 or more in a single investment are available to access our investment products.

3. Citi Global Currency Account is issued by Citigroup Pty Limited ABN 88 004 325 080, AFSL No. 238098, Australian credit licence 238098.

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