Insights from Class Benchmark Report Half-Year Findings
Recent findings from the Class Benchmark Report highlight a concerning trend—70% of SMSFs remain unadvised, despite clear evidence that trustees who seek professional financial advice achieve higher returns (7.6% vs. 6.4% for non-advised).
This underscores a significant gap in financial guidance, with many SMSF trustees potentially missing out on opportunities to maximise their retirement savings.
At Carrick Aland, we understand that managing an SMSF is about more than just compliance—it’s about strategic investment decisions, risk management, and long-term financial security. With the right advice, SMSF trustees can confidently navigate complexities and unlock the full potential of their superannuation.
Why Advice Matters for SMSFs
Without expert guidance, SMSF trustees may struggle with:
- Investment strategy optimisation – Ensuring asset allocations align with long-term financial goals
- Regulatory compliance – Keeping up with evolving superannuation laws and ATO requirements
- Tax efficiency – Structuring investments to maximise tax benefits
- Risk management – Diversifying assets to protect against market volatility.
How Carrick Aland Supports SMSF Trustees
With years of experience in SMSF administration and strategic advice, Carrick Aland works closely with trustees to:
- Develop tailored investment strategies aligned with personal goals and risk tolerance
- Simplify compliance and reporting to reduce administrative burden
- Leverage technology for smarter, data-driven decision-making
- Provide ongoing support to help trustees adapt to changing financial landscapes.
Closing the Gap with Expert Guidance
As the SMSF sector continues to evolve, access to quality financial advice has never been more critical. At Carrick Aland, we make SMSF management easier, ensuring trustees stay ahead of the curve and maximise their retirement wealth.
Need expert SMSF advice? Contact Carrick Aland today and let’s build your financial future together.
