This three part report provides insights into the behaviours and attitudes of SMSF Trustees.
Part 1 digs deeper into the strategies and investment trends currently adopted by SMSF Trustees. We explain their shift from a traditional mix of investments to a diversified approach in times of market volatility.
* 30% of SMSF investors opted for increased diversification to avoid exposure
* 27% of Trustees are looking to invest more in managed funds in 2016
* 62% of Trustees have “unmet advice needs”
(Note that some of the report is directed at financial advisers rather than investors).
(Click on the cover page image for the full document).
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