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Women and SMSFs Report

Women and SMSFs Report

A study of self managed super funds (SMSF).

The study was undertaken to better understand the dynamics of the self managed super fund (SMSF) market, with a specific focus on the gender, generational and other demographic differences in relation to managing an SMSF.

While the study looked at a number of demographic considerations, a key objective was to examine the difference in behaviours, confidence and market outlook between men and women.

The research was developed and conducted by Galaxy Research among a national sample of Australian consumers which included 801 SMSF members and trustees and 535 without an SMSF aged 18 years and older.

This paper 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.