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AMP partners with uni on research, education

Katarina Taurian
02 September 2014 — 1 minute read

AMP and the University of Adelaide have partnered to produce an SMSF-focused research and education initiative.

AMP and the International Centre for Financial Services (ICFS) at the University of Adelaide have formed the SMSF Centre of Excellence, which is expected to be operational by the end of 2014.

The centre aims to provide greater insights into the motivations and behaviours of SMSF trustees, according to a statement released by AMP yesterday.


The centre will produce regular investment reports using the data provided by AMP to the ICFS, offering insights into trends and emerging issues around asset allocation in the SMSF sector.

The centre will also produce an annual research paper and provide SMSF education to professionals and SMSF trustees.

Speaking to SMSF Adviser, AMP SMSF’s head of policy, technical and educational services, Peter Burgess, said this research will be based on actual data as opposed to surveys.

“The fragmented nature of the SMSF sector means it has often been difficult to undertake meaningful qualitative research on the SMSF sector,” he said.

Also commenting on the initiative, AMP SMSF’s managing director Natasha Fenech said AMP SMSF is well placed to produce research in this area.

“The fragmented nature of the SMSF sector has made it difficult in the past for meaningful qualitative research to be undertaken, but given the number of SMSFs we now administer, we are in a good place to provide the raw data needed to identify trends, motivations and behaviours in this area,” Ms Fenech said.

Peter Burgess will be speaking at the 8th Annual SMSF Adviser Strategy Day in October. Tickets are selling fast, click here for more information. 

AMP partners with uni on research, education
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