SMSF Investment Patterns Survey March 2018

SMSFs see spike in lump sum payments

The latest findings from the SuperConcepts SMSF Investment Patterns Survey revealed a spike in the allocation of lump sum versus pension payments in the first quarter of 2018. This is a reversal of trends from previous quarters. Contribution levels declined during the March 2018 quarter.

Continuing a downward trend seen in the past three quarters, the latest SuperConcepts SMSF Investment Patterns Survey highlights the ongoing impact of the 1 July 2017 super reforms. Under the new super rules, the total value members can hold in existing tax-free pension accounts cannot exceed $1.6 million and new reduced contribution caps apply to member balances.

The quarterly SuperConcepts SMSF Investment Patterns Survey covers approximately 2,600 funds, a sample of SMSFs SuperConcepts administers and the investments they held at 31 March. The assets of the funds surveyed represent approximately $3.1 billion.


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