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 - Industry Products Chapter
Self-managed super funds allow members to invest in a range of assets, including domestic and overseas shares, residential and non-residential property, overseas property and a range of other asset classes through third-party fund managers.
Listed shares account for the largest proportion of assets that SMSFs hold. Listed shares include equities traded on Australian stock exchanges. The proportion of assets held can fluctuate due to changes in the value of equities in the portfolio. Over the past five years, the proportion of assets invested in listed shares has risen due to the share market's strong performance over the three years through 2014-15. The increase can also be attributed to the declining amount of assets held in managed investments schemes... purchase to read more