The panel, comprised of SMSF Association CEO Peter Burgess, Heffron Managing Director Meg Heffron, Class General Manager, Growth Jo Hurley, and SuperGuardian COO Joshua Williams, explore the key metrics that comprise the SMSF sector, such as demographics, contributions, asset allocations and industry size.
Facilitated by Class CEO Tim Steele, the panel also delves into the place of advice in establishing SMSFs and guiding members.
Tune in to find out:
• Why fund establishments have increased, and young generations are attracted to SMSFs
• How the proposed $3 million super tax could impact SMSFs
• The growth of the SMSF industry and older Australians staying in their funds
• The importance of a whole of wealth view
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