July 31, 2013
2013 SMSF Active Management Report
Combining research by Macquarie Bank and the SMSF Professionals’ Association of Australia, the Report confirms the continued popularity of SMSFs.
SMSF property asset growth:
Property accounted for 14.7 per cent of SMSF assets in March 2013 – an increase from 10.7 per cent in June 2006
Between 2006 and 2013, SMSF property assets grew in value by 230 per cent to more than $73 billion.
This asset class had a higher growth rate than any other during the 2006 to 2013 period.
The Report also shows SMSF investors are actively seeking out new opportunities to enhance the performance of their investments, and breaks down ways Macquarie SMSF clients do this.
Macquarie client age bracket:
Late 30s to late 40s - They use SMSF to gear into a property investment and the Super balance is likely to experience inflows through superannuation guarantee contributions
The 50 to 54 year olds use SMSF to gear into a property investment and are likely to diversify into direct property as part of their investment strategy.
The 55 and overs are less likely to use property loans for SMSFs and have a lower appetite for gearing when approaching pension phase