SMSF: Size matters when it comes to asset allocation

The ATO recently release statistics in relation to the 2014 year. We had a look at the comparison of asset allocation percentages from 2014 to 2011. As usual there were some interesting observations: Cash & Listed Shares 2011 2014 % Change <$1M >$1M <$1M >$1M <$1M >$1M Cash and Term Deposits 41.1% 25.0% 44.9% 23.3% … Continue reading SMSF: Size matters when it comes to asset allocation