2018 SMSF Insights Research Paper: Diversification in Self Managed Super Funds

Prepared by Investment Trends for BT Financial Group, in partnership with the SMSF Association

The SMSF Insights Research Paper on Diversification in SMSFs details the results of a short quantitative online survey of financial planners conducted between February and March 2018.

SMSF trustees and the SMSF planners that support them recognise the benefits of diversification, but many SMSF portfolios do not remain sufficiently diversified. Still, SMSF planners overwhelmingly regard diversification as a top priority when selecting investments for their SMSF clients, and many see it as a differentiator in their value proposition.

At the time of publishing, the contents of this resource were accurate and correct.

Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association