2022 RESEARCH

Do you have $200,000+ in your super fund? Data on investment performance

ARTICLE

How retirees can save more than $3000
a year

The income threshold for eligibility for a Senior’s Health Card has just been significantly increased in gift to many self-funded retirees.

ARTICLE

A recap on 2022 and a peak at 2023

Dive into Issue 39 of the SMSF Connect Investment Series written by Contributor, Ian Irvine

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How retirees can save more than $3000 a year

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Issue 39: A recap on 2022 and a peak at 2023

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Understanding self-managed super fund performance | Research

How do SMSF returns compare to other superannuation options?

Exploring the relationship between fund size and investment performance of self-managed super funds (SMSFs) and APRA-regulated funds, the University of Adelaide research ‘Understanding self-managed super fund performance’, uncovered 5 key findings.

One of the key findings from the research indicates that an SMSF with a balance of $200,000, paired with a diversified asset allocation, will see an increase in investment performance compared to much larger funds.

Download the Fact Sheet to discover the 5 key research findings, and understand how fund size and diversification can impact SMSF investment performance.