REPORT: SMSFs - The big missed opportunity

Build your own portfolio on our platform.
Manage your investment entities all in one place and receive integrated reporting across your investments.

ATO data shows many SMSF portfolios remain heavily concentrated often leaving them exposed to concentration risk, potentially limiting their potential for long-term, risk-adjusted returns.

This report compares the average SMSF with institutional portfolios, and provides specific opportunities for SMSFs to increase their diversification.

It is intended for sophisticated investors. Download it for free.

1
2
3
4
5
 .

By clicking download, you consent to allow Reach Alternative Investments to store and process the personal information submitted above to provide you the content requested.

Check - Elements Webflow Library - BRIX Templates

Thank you

Thanks for reaching out. We will get back to you soon.
Oops! Something went wrong while submitting the form.
The Front Page of a report on the missed opportunities of many Australian SMSFs.

FULL REPORT: 18 pages

A chart showing that, unlike institutions, individual investors typically miss out on the potential benefits of private equity.

Traditional Portfolio Construction

A chart showing that typical institutional investors have a portion of their portfolio allocated to private equity.

Institutional Portfolio Construction

A chart showing that, unlike institutions, individual investors typically miss out on the potential benefits of private equity.

INVEST WITH THE SMART MONEY

Institutions turn to private market funds to find better return potential, with improved diversification & lower return volatility. 


Look at the difference between a traditional retail portfolio and
 a typical institutional portfolio.

Get in touch

After more information? Our team is here to answer any of your questions. Do not hesitate to get in contact.

1
2
3
4
5
 .
Check - Elements Webflow Library - BRIX Templates

Thank you

Thanks for reaching out. We will get back to you soon.
Oops! Something went wrong while submitting the form.