Self managed super funds

Control is the number one reason why self managed super fund (SMSF) trustees decide to start their own fund.

Lincoln understands how important control and flexibility is to SMSF trustees. As Australian shares research and management specialists, we offer you a choice of how you want to achieve your investment exposure.

Invest direct

SMSF trustees who want full control over their investment decisions can subscribe to our stock market research software, Stock Doctor. Stock Doctor gives direct stock market investors access to professional research and portfolio management tools and Lincoln's exclusive financial health methodology.

Let us do it for you

Those who prefer to leave the investment decisions to the experts can invest one of our Managed Investments products, the Lincoln Australian Share Fund or the Lincoln Australian Income Fund. Lincoln's Managed Investments combines our exclusive Financial Health methodology with professional management to bring you a selection of Australia's finest companies.

For the Lincoln Australian Share Fund, balances of $500,000 or more benefit from our competitive wholesale management costs and no entry or exit fees. For the Lincoln Australian Income Fund, balances of $250,000 or more enables you to benefit from wholesale management costs and no entry or exit fees.