SMSFs reactive but resilient through volatile pandemic markets

From

Despite return and yield concerns during the peak of COVID-19 induced volatility, self-managed superannuation fund (SMSF) trustees are optimistic about market recovery, according to the 2020 Vanguard/Investment Trends SMSF investor report launched last week. This year’s report surveyed over 3000 SMSF trustees on their investment priorities and industry outlook providing an insight into how trustees

continue reading
24 Aug 2020

0 comments

Diversification and liquidity key priorities for SMSF advisers amid market uncertainty

From

While over 70 per cent of self-managed superannuation fund (SMSF) trustees are satisfied with their financial planner, a large and growing proportion of SMSFs still have unmet advice needs, according to the 2020 Vanguard/Investment Trends SMSF Planner report launched yesterday. This year’s report surveyed over 3000 SMSF trustees and almost 200 financial planners on their

continue reading
21 Aug 2020

0 comments

SMSF establishment at a 10 year low while unmet advice needs continue to grow

From

The annual rate of Self-Managed Super Fund (SMSF) establishment has slowed, with just over 20,000 SMSFs being set up in the first quarter of 2019, down from the 40,000 established in late 2010, according to the latest Vanguard/Investment Trends SMSF Reports – the nation’s most comprehensive research into SMSF trustees and their advisers. Launched yesterday,

continue reading
12 Jul 2019

0 comments

Rate of growth in SMSFs at 10 year low; 47% of trustees have unmet advice needs

From

The establishment rate of self-managed superannuation funds (SMSFs) has hit a ten year low, dropping to 4.8 per cent from a high in 2010 of 9.3 per cent, according to the most comprehensive survey of Australia’s SMSF sector – the 2018 Vanguard/Investment Trends SMSF Report. While SMSF assets have grown over the year to March

continue reading
06 Jun 2018

0 comments