With the increase in “virgin investors” over the last Covid-19 riddled 18 months, I wonder how many are in fact SMSFs. Is your Sharesight account an SMSF? Do you believe we should have our own plan? Let me explain …
I have a small family SMSF on the Starter plan. I only have one portfolio and really don’t need a bunch of custom groups. Likewise i don’t need all the extra reports that go along with the Investor plan or an upgraded support level. I am , however, approaching the 20 holdings limit that means the fund will have an increase in subscription costs if I have a few more investments.
It sometimes feels like the extra cost is holding back on the extra investments. I would like to have all my portfolio in Sharesight, not just some of it, but find it annoying to justify the cost increase.
What is the chance of a price point for SMSFs (based on the Tax Settings) that would allow for an increased holdings limit without all the other filly bits?
Let’s say - 1 Portfolio, 50 holdings, 1 custom group, basic support, starter plan portfolio features, starter plan reports + diversity report.