SMSF Investment Patterns Survey – September 2016
SuperConcepts undertakes a quarterly analysis of its SMSF client investments to get a closer insight into how SMSF trustees invest and to identify emerging investment trends. The survey covers around 2900 funds, a sample of the SMSFs SuperConcepts administers and the investments they held at the end of each quarter. Funds are administered on a daily basis which ensures data is based on actual investments and is completely up to date.
The September 2016 survey shows that with interest rates at an all-time low, SMSF trustees have increased investment in hybrid securities to boost income returns. The assets of the funds surveyed represent just over $3.1 billion.
(Click on the cover page image for the full document).
Sponsor White Papers (click here to see all previous Sponsor White Papers)
Wikipedia defines a White Paper as “an authoritative report or guide informing in a concise manner about a complex issue and presenting the issuing body’s philosophy on the matter. It is meant to help readers understand an issue, solve a problem, or make a decision.”
Cuffelinks includes this section to allow our sponsors to share their longer research or opinion pieces with our audience without editing or comment by us. They are provided for general education purposes and do not address the specific needs or circumstances of any investor.