Video: AUSIEX release new findings profiling advised SMSF clients
AUSIEX National Manager of Strategic Relationships, Christopher Hill, spoke to Danielle Ecuyer on ausbiz TV recently to discuss analysis from AUSIEX’s latest research paper 'SMSFs Under Advice', an comparative analysis on the recent profile and trading behaviours of advised SMSF clients.
During the interview Chris spoke about the shifting trends within the self-managed super funds industry including:
- Significant growth in new accounts in the advised space which contract against a decline in new self-directed accounts;
- Demographic trends and an increase in participation from female and younger SMSF investors;
- How signs of active management and diversification are more prevalent in advised accounts compared to non-advised SMSF accounts; and
- The importance of advisers staying on top of their technology and the current legislative environment.
Watch the full interview below and download the research paper.
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