Trends Shaping SMSF: A Time for Growth

We currently face a period of economic uncertainty coupled with rising inflation and lower investment returns as well as increasing regulatory compliance. Despite this, the SMSF industry remains strong and continues to evolve at pace. This is underpinned by an increasing number of people – especially younger ones –setting up their own SMSF to realise their retirement dream. 

The opportunity for accountants and financial advisers is to help their clients get the most from this strategy, but they themselves face challenges, including the need to stay on top of Director ID requirements and learning how to enact rollover requests via SuperStream. Our annual benchmark report goes deep into what you need to know about these important requirements and where technology can help. We also highlight how younger investors are transforming the type of assets classes chosen for their SMSFs and what you need to know to guide them. 

While we once again explore the key metrics that comprise the SMSF sector, such as demographics, contribution and industry size, we also showcase insights from leading industry experts: such as Heffron, Supervision Group, Smarter SMSF, Stake Super, ASF Audits and InvestSmart. 

Download the report below to ensure you stay on top of the key developments and trends affecting SMSFs. 

The Class Benchmark Report is a valuable resource for the SMSF sector and enables all stakeholders to remain informed with the latest sector trends.
John Maroney
Chief Executive Officer, SMSF Association
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