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Home Podcasts

Optimising services for specific SMSF groups

Aaron and Miranda delve into the latest SMSF statistics to examine the different clusters of SMSF trustees and how professionals can better service these groups.

by Robyn Tongol
December 28, 2022
in Podcasts
Reading Time: 1 min read

ATO statistics reveal there are two distinct age groups emerging in the SMSF sector. While younger trustees account for a significant proportion of SMSF establishments, trustees over the age of 70 make up a large portion of the overall SMSF trustee population.

In this episode, Aaron and Miranda examine the trends and characteristics of these two groups and what planning considerations or specialist services they might require.

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They also look at some of the other prominent subsections of the SMSF population, including small-business owners and the trends occurring in this group.

 

 

 

 

 

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SMSF Adviser is the authoritative source of news, opinions and market intelligence for Australia’s SMSF sector. The SMSF sector now represents more than one million members and approximately one third of Australia's superannuation savings. Over the past five years the number of SMSF members has increased by close to 30 per cent, highlighting the opportunity for engaged, informed and driven professionals to build successful SMSF advice business.

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