SMSF Basics – Overview of SMSF from ATO statistics

Overview of SMSF from ATO statistics

Overview of SMSF from ATO statistics

The popularity of Self-Managed Super continues to grow – is it suitable for you?
ATO Statistics December 2014
– 545,000+ SMSF’s in Australia
– 1,034,000+ members
– $568+ billion in SMSFs (Total Aust & Overseas assets)
– Number of Members per fund
   • 70% have 2
   • 23% have 1
   • 4% have 3
   • 3% have 4
– Member Demographic
   • 26% >64
   • 32% 55-64 Years Old
   • 24% 45-54
   • 13% 35-44 and is the fastest growing group of new entrants (ATO)
   • 5% 34 and under
– Member Income
   • 42% <$40,000
   • 32% $40,000 to $100,000
   • 25% $100,000 plus
Source https://www.ato.gov.au/Super/Self-managed-super-funds/In-detail/Statistics/Quarterly-reports/

Interested to know what self-managed super (SMSF) is all about, and if it is for you? Come to a FREE seminar with bonuses NEXT month Self Managed Super Fund Roadmap (all you need to know) for the next monthly event, see SMSF – FREE Seminar  or call us 0407 361 596.

Got questions? If you want experts who have years of helping others, without the hype – then call for a FREE strategy session today and also get your FREE Expert Guide – Self-Managed Super and Youtop right hand side above.

If you have any questions, why not give us a call – it’s FREE also!

No obligation. 0407 361 596, Paul.

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About SuperBenefitnews

Self-Managed Superannuation Service Providers in Australia. SuperBenefit provides a wholistic SMSF assistance, education and administration service continuum - 1. “assistance” is help of whatsoever nature where our overall SMSF experience and knowledge enables us to provide assistance/help without any legal (or “license”) limitations. 2. “education” involves providing knowledge through teaching, coaching and mentoring about all matters SMSF, including (but not limited to) investment issues such as equities and property, 3. “administration” encompasses all admin aspects of legally required SMSF trustee and member record keeping including (but not limited to) audit and ATO matters. In keeping with our key point that SuperBenefit does not provide Financial Advice, where issues arise from 1, 2, and/or 3 above Indicate a need for a legally authorized provider (such as a Financial Adviser) and the client does not have their own service provider, the client can utilize SuperBenefit’s ‘Connect Assist’ … SuperBenefit, in itself, does not provide Financial Advice, but it does provide the wherewithal for great SMSF service. WE do not provide Financial Advice or any other service that requires a legally authorized provider. However, where such advice or service is required we have our ‘Connect Assist’, a SuperBenefit resource we use to connect clients to a Licensed Advisor or other legally authorised service provider. Call us 0407 361 596, no obligation FREE Connection call to see how we can help you!
This entry was posted in SMSF Basics - all to know, Super Law & Compliance and tagged , . Bookmark the permalink.

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