Class Blog

SMSF Benchmark Report: Do pension SMSFs match their stereotypes?

Written by Class | 23/04/2018 11:26:50 PM

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.