Explore the latest trends in SMSFs and gain expert insights with our 2026 Class Annual Benchmark Report. This year, we highlight how SMSFs are shaping futures, with industry momentum enabling member outcomes.
Uncover key opportunities for your business and your clients with:
- How members move between super options, including the sources of rollovers into SMSFs and where funds move at wind-up.
- The Division 296 cost base election, and why its relevance may extend beyond members already above the $3 million threshold.
- Residential property LRBA restrictions, including the scale of recent activity and the potential reach of the new rules.
- Stronger tax-free contribution activity among new SMSF members, and the opportunities this creates for timely client reviews and advice.
- How new SMSF portfolios evolve after establishment, including shifts in cash, direct property, ETFs and other investment allocations.
Plus, hear from leading SMSF industry experts as they unpack what the data means in practice, including Meg Heffron (Managing Director, Heffron) on the story behind growing SMSF rollovers, Melanie Dunn (Principal, Accurium) on actuarial certificates and Division 296, Ciara Conway (General Manager Super, Stake) on the rise of ETFs and global investing, Richard Asquith-Charlton (Findex) on what drives SMSF member engagement, Trent Hardcastle (Managing Director, First Class Super) on Payday Super and SuperStream readiness, and Ron Phipps-Ellis (CEO and Founder, Evolv) on the technology-led shift in SMSF auditing.
Download the report today to uncover the insights and opportunities to enable your business and your clients.