Smarter SMSF

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June 6, 2018  

Episode 38 - Class Benchmark Report - March 2018

June 6, 2018

In this week's episode of the Smarter SMSF podcast (episode 38), Aaron is joined by Kevin Bungard, CEO of Class Limited to discuss insights from the March 2018 Benchmark report.  In this quarterly report, Class looked at the continued growth of ETFs within SMSF as part of the fund's investment strategy.  Both Aaron and Kevin discuss some of the rationale for the popularity of ETFs, not only as a low-cost solution, but also providing exposure to markets that trustees typically don't invest in directly (e.g. emerging markets).  

In addition, Kevin and Aaron discuss some of the insights from the updated benchmark data around membership, account balances, member phases and more with a focus on understanding what shifts are occuring in the data since the introduction of the new super reform measures from 1 July 2017.