03/04/2025
🚀 SMSF Investors: A Game-Changing Shift!
A recent AFCA ruling suggests the $2.5M asset test for SMSFs to qualify as a wholesale client might not always hold—unlike rules for individuals. This could limit access to some wholesale funds if trustees adopt a stricter $10M test.
💡 Why It Matters: Your SMSF might face new hurdles diversifying into high-yield private markets.
🌟 Enter MezFi Fund 1—A Retail-Compliant Solution:
Open to ALL SMSF trustees (no $10M barrier) ✅
Mezzanine finance targeting 9%-13% p.a. returns (3 yrs, risks apply—see PDS) 💰
Web3-powered: Buy Digital Fund Tokens from $5,000 on Ethereum 🔗
ASIC-regulated, secured by mortgages, and innovative 🏦
No wholesale status? No problem. MezFi keeps private credit accessible.
Visit www.mezfi.com and review the PDS and TMD to learn more.
🗣️ How will this affect your SMSF strategy? Share your thoughts below—I’d love to hear! ⬇️
Disclaimer – https://mezfi.com/disclaimer Mezfi Pty Ltd (ACN 665 150 612) is a corporate Authorised Representative (CAR #1302311) of Primary Securities LTD (ACN 089 812 635) (AFSL #224107). Primary is the Responsible Entity of the MezFi Fund 1.
