SMSF Benchmark Report: Do pension SMSFs match their stereotypes?

The December benchmark report takes a closer look at investment preferences of pension SMSFs. 

Pension SMSFs (funds with at least one member in pension phase) make up half of the 600,000+ SMSFs. These funds are generally expected to be more conservative and are stereotyped as chasing yield. In this feature, we take a closer look at where these SMSFs are putting their money.

The Report can be downloaded here.

 

Investment Trusts Whitepaper

Learn more about the investment trust opportunity and explore how accountants can overcome common administration challenges to build a robust and scalable offer

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