Daniel Dusevic: Diversifying SMSF portfolio into fixed income assets could generate more attractive returns

While rising stock and property prices are great news for self-managed retirement funds, investors should consider diversifying their portfolios into fixed-income assets to spread their investment risks and reap more reliable income – a key component of their retirement years.

New data from the Australian Taxation Office reveals SMSFs have almost $150 billion in exposure to Australian property investments alone, with residential and non-residential property investments totaling a record $141.8 billion over the March 2024 quarter, up 6.2% from $133.5 billion in the December quarter.