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Roy Morgan Research places SMSFs first for satisfaction

It’s not surprising that research shows high levels of satisfaction for self managed portfolios, as investors are effectively rating themselves. Regardless of the reason, few SMSFs will return to an institutional fund.

The latest Roy Morgan Superannuation Satisfaction Report was issued on 17 October 2013. It places SMSFs (71.6%) well ahead of industry funds (50.8%) and retail funds (45.5%) for satisfaction with the financial performance.

It’s hardly surprising that self managed does best, as investors are effectively rating themselves. And many do not calculate their returns or actual performance, they just buy and sell assets and collect dividends and interest. Regardless of the reason, the fact is that most SMSF trustees are happy with the experience, and the segment will continue to grow and take clients from the institutions.

The summary of Roy Morgan’s research is here.

Retail funds have lagged behind the satisfaction with industry funds for the last 10 years. The report is based on over 30,000 interviews with people with superannuation.

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