Financial planning client profiles self managed super

1
Financial planning client profiles self managed
super

• For the majority of FPs, self-managed super
  clients account for less than 10 of all clients
  (I.e. it is a relatively small part of their
  business)
• Financial planners, where more than 30 of their
  client base have self managed super are more
  likely to be
• Melbourne based
• From a small/medium independent firm
• Strongly skewed toward high net worth clients
  (I.e. FPs specialising in high net worth clients
  are also likely to specialise in DIY super)

Mean 15
Self managed super (SMSF) skew
Source ASX Financial Planner Research, March 2003
Base n201