Explore the latest trends in SMSFs and access the expert insights.
Drawing on anonymised data from more than 180,000 SMSFs administered on Class, this year’s report highlights a mature sector that’s built to last and identifies where professionals can enhance outcomes for members and trustees.
Discover key opportunities for your business and clients with insights on:
- SMSF longevity based on establishment length, wind-up patterns, and balances.
- Increasing demand for advice among trustees and how technology can boost capacity for SMSF professionals.
- Modelled impacts of Proposed Division 296 for affected members, including liabilities and liquidity risks.
- Focus on direct property: allocation shifts and the ATO’s heightened expectations on year-end valuations.
- Trends in retirement income strategies, including TRIS/RPIS use and the timing of death-benefit payments.
This year’s report also features expert commentary from Melanie Dunn (Principal, Accurium), Shelley Banton (Head of Education, ASF Audits), Neil Sparks (Associate Partner, Findex), Meg Heffron (Managing Director, Heffron), Angus Moore (Executive Manager, PropTrack), Mat Kerr (Head of Client Advisory and Analytics, PropTrack), and Ciara Conway (General Manager, Super, Stake).
Download the 2025 Class Annual Benchmark Report to explore these insights and opportunities, and uncover how you can grow your business and support your clients.