Best US Shares For SMSF - Self-Managed Superfunds.

Self-Managed Super Funds (SMSFs) offer Australian investors the flexibility to take control of their retirement savings. With the US stock market providing access to some of the world’s most innovative and high-performing companies, now is the time to diversify and optimise your SMSF portfolio.


Expanding your SMSF portfolio beyond Australian shares can unlock significant growth opportunities, and the US market is home to some of the world’s most innovative and high-performing companies. While ASX stocks provide strong dividends and franking credits, US shares offer exposure to leading global sectors such as technology, healthcare, and consumer goods—industries that have consistently outpaced the broader market. For SMSF investors looking to diversify, reduce local market risk, and capture long-term capital appreciation, investing in the right US stocks is a strategic move.

Download your free US SMSF stocks report today.

Best US Shares For SMSF - Self-Managed Superfunds.

Self-Managed Super Funds (SMSFs) offer Australian investors the flexibility to take control of their retirement savings. With the US stock market providing access to some of the world’s most innovative and high-performing companies, now is the time to diversify and optimise your SMSF portfolio.


Expanding your SMSF portfolio beyond Australian shares can unlock significant growth opportunities, and the US market is home to some of the world’s most innovative and high-performing companies. While ASX stocks provide strong dividends and franking credits, US shares offer exposure to leading global sectors such as technology, healthcare, and consumer goods—industries that have consistently outpaced the broader market. For SMSF investors looking to diversify, reduce local market risk, and capture long-term capital appreciation, investing in the right US stocks is a strategic move.

Download your free US SMSF stocks report today.

Wondering what are the best Australian shares with high dividends? Find out about Sharewise's top dividend picks.
Get your free ASX dividend portfolio below.

Why Invest in US Stocks for Your SMSF?

✅ Greater Diversification – Reduce reliance on the ASX and tap into global market leaders.


✅ High-Growth Opportunities – Gain exposure to top-performing sectors like technology, healthcare, and consumer goods.


✅ Strong Historical Returns – The US market has consistently outperformed many global markets over the long term.


✅ Blue-Chip Stability – Invest in world-renowned companies with strong balance sheets and growth potential.a

Top US Stocks for SMSF Investors.

We analyse and recommend the best US stocks tailored to Australian SMSF investors, focusing on:

  • High-dividend stocks for consistent income.
  • Growth stocks with long-term upside potential.
  • Tech giants driving the digital economy.
  • Healthcare leaders revolutionising medicine and biotechnology.
  • S&P 500 blue-chip stocks for stability and steady returns.

 How Sharewise Helps You Choose the Best SMSF Investments.

Institutional Quality Research

Make informed decisions with confidence.


Dive into comprehensive stock-specific analysis, primarily focused on blue-chip and mid-cap companies. Our exhaustive research from our financial advisors for the share market ensures you have a deep understanding of the market landscape to invest with clarity and assurance.

Comprehensive Market Reports

Stay ahead with global insights.


From daily morning rundowns covering global dynamics to weekly credit analyses diving into macro trends, our suite of reports ensures you're always in tune with both the local and international financial pulse.


Technical Analysis

Leveraging technical analysis for informed trading.


Our experienced analysts utilise advanced technical analysis techniques to identify potential trading opportunities and manage risk.

Buy/Sell Recommendations

Never miss an opportunity.


Backed by in-depth research, our buy and sell tips are more than mere suggestions – they're your gateway to optimised returns.

ASX and US Webinars

Interact with industry leaders.


Gain exclusive insights by attending our webinars and Q&A sessions, featuring discussions with ASX and US-listed CEOs and top-tier executives. It's like a masterclass in investment, every time.


Account & Portfolio Management

Your investments, our dedicated attention.


With a dedicated online financial advisor and quarterly portfolio reviews, you can rest easy knowing your investments are under expert care. Setting long-term goals to enjoying a hands-off investment process, we're here every step of the way.

Performance Matters.

Numbers don't lie. Our performance stats are a testament to our investment prowess.

+13.35%

Our return for FY24

vs. Market Return of 7.80%

+12.90%

Our return for FY23

vs. Market Return of 8.63%

+20.88%

Our return for FY22

vs. Market Return of -6.32%

Past performance is not indicative of future performance.

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Your Investment Journey To Wealth Creation Today.

Discover the transformative journey that Sharewise offers, guiding you toward financial empowerment and the growth of lasting wealth.

  • Step 1: Empowerment through Expertise


    Your voyage begins with seasoned advisors from Fortem Wealth, a prominent share advisory and corporate finance firm. These experts bring extensive experience, serving over 300 clients and advising more than $1 billion in funds. With Sharewise, you're tapping into a wealth of knowledge ready to shape your financial future.

  • Step 2: Navigating the Financial Landscape


    As you journey forward, you'll realise that the financial landscape can be complex and overwhelming. That's where Sharewise's expert research comes into play. Our daily Morning Reports provide insights into global markets, ensuring you're equipped to make informed decisions. Our weekly Credit Reports keep you updated on crucial data, and our Research Notes cater to different risk profiles. You're not alone; you have a team guiding you through the financial maze.

  • Step 3: Actionable Recommendations


    We empower you with Buy and Sell recommendations backed by meticulous research. These recommendations are strategic moves designed for maximum returns. Weekly Equity Strategy Reports and Model Portfolios provide a clear roadmap, making it easier to put your financial journey into action with the help of the best share advisor service in Australia.

  • Step 4: Your Portfolio, Your Growth


    As you progress further, you'll come to understand that growth requires effective management. Experience Account & Portfolio Management, overseen by dedicated advisors. Our managed account option allows for a hands-off approach while experts actively manage your investments. You're not just growing wealth; you're growing peace of mind.


  • Step 5: Embracing Resilience


    Face challenges with confidence using Sharewise's ASX Webinars and Q&A sessions. Stay informed, ready to navigate volatility and uncertainty. Our commitment is to ensure every step is grounded in knowledge and strategic insight is always on hand from our online financial advisors.

  • Step 6: A Journey of Lasting Wealth


    Your Sharewise journey isn't about fleeting gains, but about a voyage to lasting wealth. Consistent growth and informed decisions shape your portfolio. It's not just shares; it's a testament to the choices you've made with Sharewise.


    As you embark on the Sharewise journey, know that we're your partners in progress. Your financial success is our destination, and we're by your side every step of the way. Welcome to a journey toward financial empowerment and the growth of lasting wealth.

What Our Clients Are Saying!

Excellent company that provides lots of share opportunities to consider. Always available if you need to call and discuss the best options.

Michael T.

Very happy with Lachlan Callaghan at Sharewise. He understands our goals and we understand the strategy to get there. Great communication and quick responder. Very happy.

Lesley K.

Jonah Payne has been patient, friendly, honest,& professional. . Always keeps me informed with the progress of my shares. I’m happy with his knowledge of the market.

Cindy L.

Discover your Financial Potential.

Your financial journey matters to us. Our free ASX stock reports are here to provide you with valuable insights and knowledge. In a world of financial complexity, it provides clarity and guidance. Your journey to financial success begins here, with a tool designed to simplify your path and empower your decisions.

Guided Financial Compass

Our experienced advisors provide you with clear directional insights, ensuring you make informed decisions towards achieving your financial goals.

Effortless Portfolio Oversight

Our dedicated management ensures your investments are consistently monitored, adjusted and optimised, freeing up your time and reducing stress.

Curated Market Insights

We sift through the noise, providing you with in-house institutional grade stock market analysis tailored to your portfolio's needs.

Strategic Risk Management

We employ proactive risk assessment and management strategies, ensuring your portfolio is resilient against market volatilities.

Balanced Growth Approach

Our advisors take a balanced approach, focusing on both growth opportunities and safeguarding your investments from potential pitfalls.

Advanced Technical Analysis

Our experienced analysts utilise advanced technical analysis techniques to identify potential trading opportunities and manage risk. 

“Sharewise and advisor Lachlan Callaghan provided an exceptional financial experience. Lachlan's expert guidance, personalized advice, and transparent communication surpassed expectations. I highly recommend Sharewise for their professionalism, commitment, and the valuable insights that have enhanced my investment journey.”

Daniel Letford

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“Sharewise and advisor Lachlan Callaghan provided an exceptional financial experience. Lachlan's expert guidance, personalized advice, and transparent communication surpassed expectations. I highly recommend Sharewise for their professionalism, commitment, and the valuable insights that have enhanced my investment journey.”

Daniel L.

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Hear From More Happy Clients!

Great company, great communication and advise. Lachlan’s experience and professionalism is always well received. I highly recommend Lachlan as an advisor.

Domenic B.

We changed broker during the year as we were not getting great results. So glad we joined up with Harry at Sharewise. He has taken the time to genuinely get to know us and discuss our investing strategy. He is always quick to answer a text or phone call. And so far I can say that our portfolio is looking far healthier than it was before the switch.

Lisa H.

Harry has been a marvel - very helpful and chases me down on suitable stocks.
Can recommend them for great service and approaches.

Andrew O.

Frequently Asked Questions.

  • What is an SMSF?


    SMSF stands for Self-Managed Super Fund. A Self-Managed Super Fund is a type of superannuation fund that you manage yourself, rather than relying on a professional fund manager. This gives you greater control over your investment decisions and retirement savings.


  • Can an SMSF own shares in a private company?


    Yes, an SMSF can own shares in a private company. However, there are specific SMSF share trading rules and regulations that must be followed. This includes making sure the investment is at arm's length and complies with the Sole Purpose Test. 


  • What are the benefits of setting up a self-managed super fund (SMSF)?


    The benefits of setting up an SMSF include greater control over your investments, the ability to make more investment decisions, and possible tax advantages. But it's important to note that SMSFs also come with increased responsibility and administrative costs.


  • How to buy shares with your SMSF?


    If you’re wondering how to buy shares with your SMSF, you'll first need to establish a custodial relationship with a stockbroker. The stockbroker will act as a custodian of your SMSF's assets. You can then buy and sell orders through your stockbroker, and they will execute the trades on your behalf.


  • How do I create an effective SMSF investment strategy?


    Creating an effective SMSF investment strategy involves setting clear investment objectives, diversifying your portfolio, understanding your risk tolerance, and regularly reviewing and rebalancing your investments. 


    It's also important to seek the assistance of a financial advisor to get a second, professional opinion on your strategy to see if it realistically aligns with your financial goals and meets all regulatory requirements.



  • What are the best SMSF investments for Australian investors?


    The best SMSF investments for Australian investors vary depending on individual circumstances and risk tolerance. However, some popular options include SMSF international shares, Australian shares, property, and managed funds.


  • How do ETF stocks fit into an SMSF investment portfolio?


    Exchange-Traded Funds (ETFs) can be a valuable addition to an SMSF investment portfolio and should definitely be considered. They offer diversification, lower fees, and the ability to invest in a range of asset classes, such as shares, bonds, and commodities.


  • What are the tax benefits of investing through an SMSF?


    One of the primary tax benefits of investing through an Australian SMSF is the concessional tax rate on contributions. Capital gains tax on assets held within the fund may also be reduced or deferred. 


    Although it's important to note that SMSFs are subject to strict tax rules, and you should seek professional advice to secure all available tax benefits and avoid potential penalties.


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