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Self-Managed Superannuation Funds in Australia: Market Research Report

Market Research • Market Size • Industry Statistics • Industry Analysis • Industry Trends

Self-Managed Superannuation Funds Market Research Report | Advisory & Financial Services | Other Outsourced Functions | May 2016

Superlative growth: The industry has grown due to its advantages over traditional super funds

IBISWorld’s Self-Managed Superannuation Funds market research report provides the latest industry statistics and industry trends, allowing you to identify the products and customers driving revenue growth and profitability. The industry report identifies the leading companies and offers strategic industry analysis of the key factors influencing the market.

Report Snapshot
Market Share of Companies
There are no companies with a dominant market share
Industry Statistics & Market Size
Revenue
$46bn
Annual Growth 11-16
-9.8%
Annual Growth 16-21
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Profit
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Employment
0
Businesses
587,544
Industry Analysis & Industry Trends

The Self-Managed Superannuation Funds industry has continued its rise over the past five years. Industry assets are forecast to increase at an annualised 7.9% over the five years through 2015-16 to reach $605.8 billion, while industry revenue is forecast to decline at an annualised 9.8% over the same period, to total $45.8 billion. As with any superannuation fund, self-managed superannuation fund (SMSF) revenue is highly volatile as the industry is exposed to equity markets. However, a large portion of industry revenue is also attributed to inward transfers (i.e. rollovers), which are assets that have been transferred into SMSFs from other super funds. Industry revenue grew substantially in 2012-13 as financial markets strongly rebounded and the inflow of funds significantly grew. A... purchase to read more

Industry Report - Starting a New Business Chapter

The barriers to entry for the Self-Managed Superannuation Funds industry are at a low level. Establishing a new SMSF requires little initial capital, with most of the paperwork and initial administration done by legal and accounting professionals. While little initial capital is required to set up SMSFs, it is usually recommended that the fund holds at least $200,000 in assets for it to be economically viable. With the number of firms providing professional services to SMSFs growing, barriers to entry are anticipated to decrease over the next five years.

Initial capital outlays consist mainly of setup costs. These constitute a fee paid to a licensed financial advisor, which is calculated as a percentage of the assets being transferred into the fund... purchase to read more

 


Industry ProductsRelated ReportsTable of Contents

What is the Self-Managed Superannuation Funds Industry?

Businesses in this industry operate superannuation funds that are required to have no more than four members. Industry revenue comprises contributions, investment income and inward transfers. Investment income is derived from investments and capital gains or losses. Industry establishments represent the number of self-managed super fund members.

Industry Products
Listed sharesResidential propertyNon-residential propertyOther investmentsManaged investmentsCash
 
Industry Activities
Operating self-managed superannuation funds


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