In this episode of Smart Capital, we dive into the growing role of private credit within Self Managed Superannuation Funds (SMSFs). We explore what private credit is, how it can complement a diversified investment strategy, and the practical steps trustees should consider before adding it to their portfolio.
Our guest is Clive Todd, a highly experienced financial planner specialising in superannuation, SMSFs, and wealth management. Clive is a partner at Exant Advisory, which rebranded late last year from Forvis Mazars.
Whether you’re an SMSF trustee looking to broaden your investment approach or simply curious about alternative assets, this conversation offers valuable insights into how private credit may fit into your fund’s long-term strategy.