Online Briefing from RaboPlus: Australian Investment Report

Share Article

Australian Investment Report: Focus on Self Managed Super Funds. Sophisticated SMSF investors were cashed up and ready for recent correction, says new survey.

Past News Releases


Many self managed superannuation funds (SMSF) took a more defensive stance before the Australian stock market correction with a move to blue-chip Australian shares and cash, according to a new survey of DIY investors concluded before the July-August correction.

The Investment Trends/RaboPlus DIY Investor survey of 2,139 self managed super funds found a number of SMSFs were anticipating a market correction, as shown by:

*28 per cent changed their asset allocation in the preceding year, compared to only 18 per cent the year before.

*Among those who changed asset allocation:

  • The proportion citing a positive outlook on Aussie equities fell 43 per cent (from 42 per cent to 24 per cent).
  • 24 per cent said they are accumulating cash
  • 14 per cent said they were adopting a more defensive stance.

*Investments in online savings and term deposits tended to be the largest transactions behind property (with no gearing).

*''Waiting for a market correction'' was a common theme among those investing in cash products.

Download the full PDF here

# # #

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Tony Rasman
Visit website