Report highlights:

Markets bounce back
The story of FY2018/19 was a tale of two halves, with global share markets down in the first half before rebounding strongly towards new highs. For SMSF investors, the focus of trading activity on the Australian sharemarket turned from buying to selling.

Pre-election jitters saw SMSFs reduce stock exposure
SMSFs reduced their exposure to banking and mining stocks amid pre-election uncertainties over dividend imputation credits. Meanwhile, concerns persist over the potential impacts of a property market slowdown.

The hunt for yield continues
As central banks pivot towards rate cuts, diversified, income-generating assets are increasingly in favour, with SMSFs increasing exposure to ETFs and LICs.

International trading declines as global tensions rise
Global share trading has declined as SMSFs retreat from China-based stocks amid ongoing US–China trade tensions.

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About this report

The CommSec SMSF Trading Trends Report is an in-depth exploration of the online trading behaviour of SMSF investors, released every six months. SMSFs are a significant investor segment, representing 30% of all superannuation investments in Australia. This report is based on a detailed analysis of the trading behaviour of active CommSec clients between 1 January 2019 and 30 June 2019. The sample comprised a diverse cross-section of active share traders — defined as those who had traded at least once during the 12 months before the study period — including both SMSF and non-SMSF investors.

Important Information

This report was prepared by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (“CommSec”), a wholly owned, but non-guaranteed, subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 to provide general information. It is not intended to replace professional advice. This information has been prepared without considering objectives, financial and taxation situation or needs, before acting on it consider its appropriateness to individual and client needs. Consider seeking professional advice relevant to individual needs. Any securities or prices used in the examples given are for illustrative purposes only and should not be considered as a recommendation to buy, sell or hold. Past performance is not indicative of future performance. CommSec will not be liable for any loss or damage as a result of the reader relying on this information. While potential SMSF investments may have been illustrated within this content they do not represent a comprehensive suite of possible investment products and services within the guidelines pursuant to the SIS Act 1993 with ATO oversight.

^For trades under $1000. To be eligible, you must trade online, be CHESS Participant Sponsored with CommSec and settle your trades through either a Commonwealth Direct Investment Account (CDIA) or a CommSec Margin Loan.

 

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