SMSF Professionals Report


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The uncertainty of legislation changes, the threat of increased regulation and competition pose key challenges for SMSF professionals in a sector that has continued to grow from strength to strength. How do these challenges impact SMSF professionals and their business and how are they responding?

CoreData’s SMSF Professionals Report provides insights into how SMSF professionals are approaching the SMSF sector, including what services their business offers, who their clients are, how they charge their clients, the extent of technology use and business growth expectations.

The research also seeks to explore:

  • The current and expected take up of specialist of SMSF qualifications
  • The extent of professional development activities undertaken
  • Sources of information for SMSF topics
  • SMSF services outsourced

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