In a recent interview with ausbiz, Chris Hill, AUSIEX's National Manager of Strategic Relationships, shared insights from our latest white paper 'SMSFs Under Advice'.

During the interview Chris provided insight around:

• Boomers prefer trading accounts for the flexibility of SMSFs, focusing on direct asset control and fixed income ETFs as they approach retirement.
• Millennials are increasingly drawn to ETFs, with self-managed super fund assets growing from 6% to nearly 10% in a year. They prioritise global diversification through international ETFs and thematic investments like AI and crypto.
• Advised clients typically choose ETFs for diversification, while non-advised clients lean towards domestic equities. In times of market volatility and political turbulence, advised clients stay steadier, focusing on secure investments like fixed income.

Watch the full interview below and download the research paper.

Download Paper