Insights from the Future of SMSF research
Commentary, findings and updates from the 2027 research on the technology, reform and business decisions shaping the SMSF sector.
Why the research is back
New technology, new reform, old thinking? Why we’re revisiting the Future of SMSF
Technology and reform are hitting the SMSF sector at the same time. Aaron Dunn on what 2014 and 2018 told us, and why the sector needs the evidence again.
Aaron Dunn · 3 November 2026
Read the article →Why we’re inviting report partners, and how we’ll protect the findings
How the 2027 partnerships work, who they suit, and the rules that keep the findings independent.
Read the article →What 2014 and 2018 told us, and what came true
The calls we got right, the ones we got wrong, and what the sector still hasn’t changed.
Read the article →The 5 Stages revisited: where does your practice sit?
The framework built from the 2018 findings, what’s shifted since, and the questions to ask of your own practice.
Read the article →More in the series
New articles as each wave of the survey opens.
Wave 1 is open: Your practice today
What we’re asking in Wave 1, who should take part, and what you get for your time.
The double squeeze: reform meets technology
Why practices face reform and AI at the same time in 2027, and how to get ahead of it.
You asked, we added
The questions you want asked of the sector, and the ones making it into Waves 2 and 3.
Help write the next chapter
Three short waves from 16 November. Anonymous. Free report for everyone who takes part.