SMSF: Unpacking the data – what’s happening in the SMSF sector from a statistical standpoint

Financial Services Podcast Network

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Steele, general manager at Class, to dig down on the information that came out of the annual Class Annual Benchmark Report. The report is an annual snapshot from a macro standpoint of how the SMSF sector is developing, using data from the Class Super platform, which is representative of the broader Australian SMSF market. This year’s report highlights several trends that are likely to influence the future of the sector. Listen as they discuss:

• The continued growth of the sector and its projections • The unmet advice needs of SMSF members • How the proposed Div 296 may impact funds • Transition to retirement strategies and their impacts