Interactive Tool
Diversification Checker
Enter your current fund allocation and proposed property purchase to see how it changes your asset mix. Flags concentration against ATO benchmarks.
This tool does not provide financial advice.
This tool does not provide financial advice. Outputs are based on general industry benchmarks and mathematical calculations using the data you enter. They cannot consider your personal circumstances. Only a licensed financial adviser can determine whether an SMSF or property investment is appropriate for you.
Current fund asset allocation
$
$
$
$
Proposed property purchase
$