subscribe to our newsletter
SMSF trustees looking to alternatives

SMSF trustees looking to alternatives

Miranda Brownlee
06 January 2015 — 1 minute read

SMSF trustees are showing greater interest in alternatives as they look to diversify their portfolios, according to Certitude Global Investments.

Certitude Global Investments chief executive Craig Mowll said the market volatility experienced in October has seen SMSF trustees re-evaluate their asset allocations.

As trustees look to assets like global equities he said they are also considering hedge funds, infrastructure and even private equity as other ways of diversifying their SMSFs, Mr Mowll said.


“They’re now realising alternatives are a good way of having an investment in markets where there is a fair bit of volatility,” he said.

Mr Mowll said the performance of Australian equities and fixed income is making it more difficult for SMSF trustees not to consider other types of assets in their portfolio.

He said advisers are playing a key role in assisting their SMSF clients to determine what assets they should diversify with and what proportion of their SMSF they should allocate.

“There are a lot of strategies individuals need to get their head around so having an adviser to help them with asset allocation is critical,” he said.

“We’re seeing a lot more contact from advisers asking us lots of questions and even asking for more education material to help them have those conversations with their clients.”

SMSF trustees looking to alternatives
smsfadviser logo
join the discussion

When do you plan to undertake the exam under the new adviser education standards?

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.