With change comes opportunity
Explore what’s driving the future of SMSFs and access expert insights with our 2023 Class Annual Benchmark Report. In a changing world with challenges like rising inflation, interest rates, economic shifts and global events, the SMSF sector continues to grow.
Uncover emerging opportunities for your business and your clients with:
- A deep dive into the consumers driving the future of SMSFs and understanding their unique needs
- Insights into upcoming regulatory changes, including the impact of the $3 million super cap on your clients
- The latest data on the super gender gap and why the gap is narrowing in SMSFs
- Why some clients may be missing out on tax-free benefits in retirement, we take a look at the data
- Are SMSFs still stacking up? A detailed look at the cost-effectiveness of running an SMSF
- And insights on key SMSF data including establishments, contributions, investments and asset allocations.
The 2023 report also features expert insights from industry leaders, including Meg Heffron (Managing Director, Heffron), Katie Timms (National Director, RSM), Melanie Dunn (Principal, Accurium), Joshua Williams (Chief Operating Officer, SuperGuardian), Belinda Murphy (Partner, Findex) and Shelley Banton (Head of Education, ASF Audits).
Download the report today to make the most of these emerging opportunities for your business and your clients.