Mr Tax Agent

"A mobile after hours registered tax agent that you can trust."


SMSF client growth not materialising

Posted on 28 September, 2016 at 10:55

Research into the superannuation industry has shown financial planners’ expectations of how much SMSF client revenue would contribute to their practices over the past three years have not been met.

The Vanguard/Investment Trends “2016 Self Managed Super Fund Reports” revealed on average financial planners were deriving 19 per cent of their practice revenue from SMSF clients.


This is significantly below their expectations reflected in the same study three years ago when financial planners thought 31 per cent of their revenue would come from SMSF clients by 2016.

Read more at:

Categories: None

Post a Comment


Oops, you forgot something.


The words you entered did not match the given text. Please try again.