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Guidance

2017 CommBank SMSF Report

2017 CommBank SMSF Report

Find out which type of SMSF investor you are in the CommBank 2017 SMSF Report.

CommBank, in partnership with the SMSF Association, has developed the SMSF Report based on in-depth research conducted to better understand the dynamics of the SMSF market and its investors.

The report investigates the motivations, attitudes, and decision-making behaviours of SMSF investors, focusing on four distinctive investor profiles with particular mindsets and advice preferences.

We also explore the areas where their needs are being met – and the areas where there is room for finance professionals to provide further support.

This article is intended to provide general information of an educational nature only. It does not have regard to the financial situation or needs of any reader and must not be relied upon as financial product advice. Investors should consult a range of resources, and if necessary, seek professional advice, before making investment decisions in regard to their objectives, financial and taxation situations and needs because these have not been taken into account. The SMSF Report was prepared by Commonwealth Bank of Australia ABN 48 123 123 124, AFSL 234945 (CommBank) together with the SMSF Association ABN 67 103 739 617 to provide general information. It is not intended to replace professional advice. This information has been prepared without considering objectives, financial and taxation situation or needs, before acting on it consider its appropriateness to individual and client needs. Consider seeking professional advice relevant to individual needs. Neither CommBank nor SMSF Association will be liable to them for any loss or damage as a result of the reader relying on this information. While potential SMSF investments have been illustrated within this content they do not represent a comprehensive suite of possible investment products and services within the guidelines pursuant to the SIS Act 1993 with ATO oversight.