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First name
Last name
Email
State
Age bracket
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Under 25
25-39
40-54
55-64
65-74
75+
Gender
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Male
Female
Other
Super fund name
Trustee
Advised
Non-advised
Who does your SMSF lodgement?
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Accountant
Self lodge
SMSF professional admin
Fund bracket
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under $300,000
$300,001 - $500,000
$500,001 - $1,000,000
$1,000,001 - $1,600,000
$1,600,000 - $3,000,000
Over $3,000,000
How many years have you had your SMSF?
Please select...
Considering starting one
Less than 3 years
More than 3 years
What's the reason for having an SMSF?
Control
Fees
Better returns
Recommendations from professional adviser
Property investment
Flexibility
Topics of interest
Administration
Aged care
Audit
Compliance
Documentation
Estate Planning
Insurance
Investments
Legal
Practice management
Research
Retirement
Software
Strategy
Succession planning
Other
Other topics - please state
Investments of interest
Absolute return
Australian shares
Cash and term deposits
Collectables
Commercial property/non-residential
Cryptocurrency
Currency
Direct domestic shares
Direct property
ETF
Fixed income
Infrastructure
International shares
Listed investment companies
Managed funds
Precious metals and gemstones
Private debt
Residential property
Other
Other investments - please state
Which aspect of running your SMSF do you find most difficult?
Compliance
Legislative change
Administration
Generating good investment returns
Other
Other - please state
How would you rate your understanding of your responsibilities as an SMSF trustee? (1 = Very poor 5 = Excellent)
1
2
3
4
5
What is currently your most reliable source of information with regard to running your SMSF?
Financial adviser
Accountant
Australian Taxation Office
Internet
Media
Other
Other source - please state
If you were to seek advice what would it pertain to?
Compliance
Investments
Administration
Estate planning
Insurance
Fund structure
Other
Other advice - please state
What are your spending priorities
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Essentials
Health
Travel
Leisure
Household appliances
Recreation vehicle
Real estate
Investments