SMSF Investment Patterns Survey – Sept 2016

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.

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