Retired SMSF holders happy with low fixed-income holdings, new survey suggests
- Monday, 17 February 2014
The results of a recent survey of retired self-managed superannuation fund (SMSF) trustees suggest these fund holders are broadly satisfied with an asset-allocation profile which affords little weight to fixed-income product. Meanwhile, although most of the surveyed SMSF investors hold at least some fixed-income assets – and more plan to do so – there appears to be little interest in annuities.
