SMSF adviser logo
subscribe to our newsletter

New research shows ETF, SMSF slowdown

07 April 2016 — 1 minute read

While ETF use remains strong among SMSF investors, the percentage of investors holding ETFs via their SMSF is falling.

New research from BetaShares and Investment Trends indicates that while the number of SMSF investors holding ETFs via their SMSF has increased from 54,000 in April 2014 to 83,000 in October 2015, the proportion of ETF investors holding ETFs via their SMSF has dropped from 45 per cent to 41 per cent in that same period.

This is a continuation of a steady downwards pattern since May 2011, when 52 per cent of ETF investors held the ETF via their SMSF.


Still, the report found strong demand for ETFs from retail and SMSF investors, with 71 per cent indicating they would consider re-investing in ETFs in the next 12 months.

The research also found that diversification remains a “primary reason” that individual and SMSF investors use ETFs.

However, for the first time since the report was published in 2008, access to overseas markets has become the next most important reason individual investors seek out ETFs, overtaking low cost.

The report is based on the responses of 9,418 investors and 676 financial advisers.

Read more:

ATO continuing lodgement crackdown

ATO releases long-awaited LRBA guidance 

Class teams up with BT Panorama on software

Calls for changes to residency rules intensify 

Govt pushed again on super gender gap

New research shows ETF, SMSF slowdown
smsf logo
smsfadviser logo
join the discussion


Get the latest news and opinions delivered to your inbox each morning

Website Notifications

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