THOUGHT LEADERS

SMSF insights with Bryce Doherty

Bryce Doherty. managing director UBS Asset Management

Choice and control are the two main drivers compelling Australians to set up their own self-managed superannuation funds (SMSFs). A recent report into the sector, ‘SMSF Insights’, by UBS Asset Management and the Financial Services Council found that SMSFs now comprise one-third of Australia’s total superannuation pool and over 70 per cent of SMSF trustees utilise the services of a professional adviser. In this two part series, Bryce Doherty, head of Australasia at UBS Asset Management, discusses the findings from this report and shares the demographic and attitudinal trends that are shaping how Australians approach SMSFs.

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What you'll learn /

The UBS Asset Management Thought Leaders course with Bryce Doherty will give you insights into:

 

SMSF insights
The future of SMSFs

About the expert /

Bryce Doherty /

managing director UBS Asset Management


Bryce Doherty has been the managing director of UBS Asset Management, Australia and New Zealand since 2013. In this role he is responsible for the management and strategic development of the institutional wholesale business. Prior to this, Bryce was head of wholesale for Australia and New Zealand at UBS Asset Management for two years. He has over 20 years’ experience in the investment industry and has held various roles including, Treasury analyst, investment writer, communications manager and business development manager.

  • CPD hours0.5
  • Knowledge AreaFINANCIAL PLANNING, SUPERANNUATION
  • TypeTHOUGHT LEADERS
  • PriceFREE
  • Share

Outline of the course /

SMSF insights

Self-managed superannuation funds (SMSFs) now account for one-third of Australia’s overall superannuation pool, and according to research by UBS Asset Management and the Financial Services Council, over 70 per cent of SMSF investors have a professional adviser. However, as Bryce Doherty, head of Australasia at UBS Asset Management explains, there’s still a disconnect between the lump sum amount people believe they need to retire on, and their expectations surrounding monthly drawdown amounts.

Find out more

01.

The future of SMSFs

Over the past two years, self-managed superannuation fund (SMSF) growth by dollar value has plateaued, and instead, Bryce Doherty, head of Australasia for UBS Asset Management, believes the industry is likely to see a growth in product range as investors demand for flexibility and control. Bryce discusses the impact this will have on exchange traded funds (ETFs) and managed funds using research from the group’s SMSF Insights report, done in conjunction with the Financial Services Council, and we he believes the superannuation guarantee needs to be raised.

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02.

Test yourself /

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