Invest
SMSF Aussie equity holdings tipped to surge
Changes to concessional cap allowances for SMSFs will see trustees investing close to a billion dollars a month into Australian equities, according to one global financial services provider.
SMSF Aussie equity holdings tipped to surge
Speaking in Sydney last week, Credit Suisse Australian equity strategist Hasan Tevfik said increases to the concessional cap for SMSFs will see trustees committing more money into the Australian equity market.
“Conservatively, we estimate that [SMSF trustees] will be sticking [money] in on a net basis of a billion dollars a month,” Mr Tevfik said.
“I can’t see a single institutional investor that is going to come even close to those sort of inflows in equities. [SMSFs are an] army, they are the biggest acquirers of [Australian] equities,” he said.
Mr Tevfik also pointed out that SMSFs react to “changes in rules” as opposed to changes in the market when deciding when and how to invest.
“SMSFs were massive buyers of equities in 2008 and 2009. When everyone else was selling, the selfies were setting up to buy,” Mr Tevfik said.
“Why was this the case? Did they realise that equities were providing a once in a lifetime opportunity to buy?” Mr Tevfik asked. “[It was because] the concessional cap back then was three times higher than what it is now. It is as simple as that.”
“So the tax allowance was greater, and [they reacted] to the tax proposition by their broker – so that is one of the reasons why you should see more flows in SMSFs and by default [more] flows into [Australian] equities."
RELATED ARTICLES
Property
Multigenerational living is moving mainstream: how agents, developers and lenders can monetise the shift
Australia’s quiet housing revolution is no longer a niche lifestyle choice; it’s a structural shift in demand that will reward property businesses prepared to redesign product, pricing and ...Read more
Property
Prestige property, precision choice: a case study in selecting the right agent when millions are at stake
In Australia’s top-tier housing market, the wrong agent choice can quietly erase six figures from a sale. Privacy protocols, discreet buyer networks and data-savvy marketing have become the new ...Read more
Property
From ‘ugly’ to alpha: Turning outdated Australian homes into high‑yield assets
In a tight listings market, outdated properties aren’t dead weight—they’re mispriced optionality. Agencies and vendors that industrialise light‑touch refurbishment, behavioural marketing and ...Read more
Property
The 2026 Investor Playbook: Rental Tailwinds, City Divergence and the Tech-Led Operations Advantage
Rental income looks set to do the heavy lifting for investors in 2026, but not every capital city will move in lockstep. Industry veteran John McGrath tips a stronger rental year and a Melbourne ...Read more
Property
Prestige property, precision choice: Data, discretion and regulation now decide million‑dollar outcomes
In Australia’s prestige housing market, the selling agent is no longer a mere intermediary but a strategic supplier whose choices can shift outcomes by seven figures. The differentiators are no longer ...Read more
Property
The new battleground in housing: how first-home buyer policy is reshaping Australia’s entry-level market
Government-backed guarantees and stamp duty concessions have pushed fresh demand into the bottom of Australia’s price ladder, lifting values and compressing selling times in entry-level segmentsRead more
Property
Property 2026: Why measured moves will beat the market
In 2026, Australian property success will be won by investors who privilege resilience over velocity. The market is fragmenting by suburb and asset type, financing conditions remain tight, and ...Read more
Property
Entry-level property is winning: How first home buyer programs are reshaping demand, pricing power and strategy
Lower-priced homes are appreciating faster as government support channels demand into the entry tier. For developers, lenders and marketers, this is not a blip—it’s a structural reweighting of demand ...Read more
