Report highlights:

SMSFs are still looking beyond the top 20: Frustrated by the underperformance of many of the large blue-chips that have traditionally been among their favourite stocks, SMSF investors have continued to turn to a more diversified group of mid and small cap companies.

SMSFs have become blue-chip bargain hunters: At the same time, many SMSF investors have taken advantage of share price weakness to snap up blue-chip shares with a history of strong dividends at bargain basement prices.

■ SMSFs are using Exchange Traded Funds to diversify: Exchange Traded Fund (ETF) holdings continue to grow, as investors use ETFs to diversify offshore and into other asset classes.

■ International Listed Investment Companies and Listed Investment Trusts are increasingly popular: Internationally focused Listed Investment Companies (LICs) and Listed Investment Trusts (LITs) have carved out a significant niche as investors seek out diversification opportunities.

■ Direct international share trades continue to climb: From a low base, the value of direct international share trades by SMSFs has jumped more than 57% over the last year, with a growing focus on Chinese equities.

CBA Head of SMSF Customers, Marcus Evans speaks with Tom Piotrowski about the results of the latest CommSec SMSF Trading Trends Report.

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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 2018 and 30 June 2018. 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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