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.

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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.

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