SMSF Benchmark Report: Do pension SMSFs match their stereotypes?

April 23, 2018

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.

Investment Trusts Whitepaper

Learn more about the investment trust opportunity and explore how accountants can overcome common administration challenges to build a robust and scalable offer

Download Whitepaper

Latest Resources

Class welcomes SMSF flexibility announced in Budget 2021

May 13, 2021
The Budget 2021 includes a number of positive measures specific to the wealth accounting sector that are to be welcomed, but the industry needs ongoing evolution through government, according to Class Limited CEO, Andrew Russell.

Changing accounting climate driving growth in trusts

May 4, 2021
Self-managed super funds (SMSFs) have long played a pivotal role in the business models of key accounting firms. However, changes in superannuation policy around contribution caps and the introduction of the transfer balance cap have motivated accountants and advisers to provide investors with the next best alternative for tax effective wealth management.

Grow your business. Request a personalised Demo.

We’re here to help. Why not request a demo, so you can see first-hand how intuitive our solutions are, and the dramatic productivity gains they can deliver?