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The CommSec SMSF Trading Trends Report

The CommSec SMSF Trading Trends Report

A new report from CommSec looks at the latest share trading trends for SMSFs.

CommSec’s latest SMSF Trading Trends Report found SMSF trustees are searching for growth opportunities based on global economic trends and are gaining in confidence when it comes to direct investing in international shares.

Report highlights:

  • SMSFs are looking outside the ASX20 for growth: lower returns from the traditional SMSF favoured stocks have seen more capital being invested outside the ASX20 with SMSFs willing to take on more risk in search of more reward
  • SMSFs are tapping into global trends: SMSFs have diversified into new shares and sectors benefitting from global economic trends - from China’s appetite for Australian milk products, to growing global demand for batteries
  • Demand for ETFs and LICs has peaked - at least for now: SMSFs were enthusiastic early adopters of exchange traded funds (ETFs) and listed investment companies (LICs) - but there are signs that their appetite has peaked
  • Direct international investments on the rise: growing confidence in buying well-known international names is driving uptake in international direct equities
  • Cash and fixed income ETFs grow, term deposits decline: while term deposits remain a staple for older investors, their younger peers seem increasingly comfortable with a more varied range of income-producing investments

About this report

The CommSec SMSF Trading Trends Report is an in-depth exploration of the online trading behaviour of SMSF investors, released every six months. SMSFs are a significant investor segment, representing 30% of all superannuation investments in Australia. This report is based on a detailed analysis of the trading behaviour of active CommSec clients between 1 July 2017 and 31 December 2017. The sample comprised a diverse cross-section of active share traders - defined as those who had traded at least once during the 12 months before the study period - including both SMSF and non-SMSF investors.

This report was prepared by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (“CommSec”), a wholly owned, but non-guaranteed, subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 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. Any securities or prices used in the examples given are for illustrative purposes only and should not be considered as a recommendation to buy, sell or hold. Past performance is not indicative of future performance. CommSec will not be liable for any loss or damage as a result of the reader relying on this information. While potential SMSF investments may 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.