FSC/UBS SMSF Report

UBS Asset Management is pleased to partner with the Financial Services Council (FSC) to commission this report for the second year. The report includes an analysis of the rapid growth of the SMSF sector, profiles SMSF investors and explores their views on investing, as well as their asset allocation decisions.

  • 59% of SMSFs set up their fund for greater control and choice
  • 20% of SMSFs are investing in ETFs
  • 45% of SMSF funds are worth $200,000 to $1 million