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.
Choosing what investments to include in a portfolio is seldom an easy task. This endeavour bears even greater significance for Australians with an SMSF, since SMSF trustees are making decisions that may ultimately determine the size of their retirement nest egg and their income in retirement.
Disclaimer: The information contained in this document is provided for educational purposes only, is general in nature and is prepared without taking into account particular objective, financial circumstances, legal and tax issues and needs. The information provided in this article is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to your individual circumstances. While SMSF Association believes that the information provided in this article 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 bulletin is not considered financial product advice for the purposes of the Corporations Act 2001.