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SMSF Expo to explore investments

Investment issues will be explored in depth as the key topic for SMSF trustees at the inaugural SMSF Expo in Melbourne this month.

The event, an initiative by the SMSF Association in partnership with Exhibitions & Events Australia, will be addressed by federal Revenue and Financial Services Minister Kelly O’Dwyer.

It aims to cover a range of issues over three days from the need for asset diversification to property investment to the benefits of robo-advice.

SMSF Association chief executive John Maroney revealed trustees were seizing the opportunity to hear from industry and investment specialists, with 3000 trustees and other visitors expected to attend the expo.

Maroney said the program is set to appeal across the board, irrespective of whether attendees are in accumulation, transition-to-retirement or retirement phase of their SMSF journey, or thinking about commencing that journey.

“The focus is on investment issues because that’s where we believe the interest lies; trustees are having to make decisions in volatile markets, as well as a low interest rate environment, and are looking for quality information and advice on how best to navigate these challenging times,” he said.

“While historically many SMSF trustees have limited their investments to full-franked, blue-chip shares, cash and term deposits, and property, there is now a growing interest in a wider range of asset classes where there is often a need to get specialist advice, and this forum will assist in giving guidance to that process.”

The SMSF Expo will run from 27 April to 29 April at the Melbourne Convention & Exhibition Centre.

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