Dec 27, 2022
Aaron and Miranda delve into the latest SMSF statistics to
examine the different clusters of SMSF trustees and how
professionals can better service these groups.
ATO statistics reveal there are two distinct age groups emerging in
the SMSF sector. While younger trustees account for a significant
proportion of SMSF establishments, trustees over the age of 70 make
up a large portion of the overall SMSF trustee population.
In this episode, Aaron and Miranda examine the trends and
characteristics of these two groups and what planning
considerations or specialist services they might require.
They also look at some of the other prominent subsections of the
SMSF population, including small-business owners and the
trends occurring in this group.