Sponsor White Paper: SMSF trends and challenges

AMP-BSR2016-Pt1-coverBlack Sky Report 2016, Part 1: SMSFs – Trends and challenges

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).

Sponsor White Papers (click here for previous papers)

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