REP 575 SMSFs: Improving the quality of advice and member experiences

Released 28 June 2018 

ASIC has undertaken a large research project to examine:

  • member experiences in setting up and running a self-managed superannuation fund (SMSF) (member research); and
  • whether advice providers are complying with the law when providing personal advice to retail clients to set up an SMSF (advice review).

This report summarises the findings of our work. It also provides:

  • a comprehensive overview of SMSF market characteristics; and
  • practical tips that advice providers can use to improve the quality of SMSF advice they provide to clients.

Note: For a comprehensive report on the member research, see Report 576 Member experiences with self-managed superannuation funds (REP 576).

Read the report (PDF 2 MB)

Last updated: 16/07/2024 12:12