Pioneering progress – discover how SMSFs are shaping the future of superannuation

Explore the latest trends in SMSFs and gain expert insights with our 2024 Class Annual Benchmark Report. This year, we highlight how SMSFs are at the forefront of superannuation, shaping the financial landscape in a constantly changing market.

Uncover key opportunities for your business and your clients with:

• Trends in SMSF contributions and strategies driving proactive retirement planning.
• Insights into how the proposed Division 296 tax could impact high-balance SMSFs.
• Understanding how older Australians are reshaping their retirement strategies by leveraging superannuation law changes.
• The growing popularity of ETFs among SMSFs and how they help create diversified, cost-effective portfolios.
• Updates on the adoption of SuperStream and the role of technology in improving compliance and efficiency.

This year’s report also features expert insights from industry leaders, including Melanie Dunn (Principal, Accurium), Shelley Banton (Head of Education, ASF Audits), Belinda Murphy (Partner, Findex), Meg Heffron (Managing Director, Heffron), Ron Hodge (CEO, InvestSMART Group), and Katie Timms (Partner, RSM).

Download the report today to access these expert insights and discover how you can help your clients navigate the evolving world of SMSF management.