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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 | Apr 2015

Super strength: The industry has grown, due to the additional flexibility its products provide

IBISWorld’s Self-Managed Superannuation Funds market research report can be used to help you: understand market size and growth potential; major companies; draft business plans and pitch books; and conduct benchmarking and SWOT analysis. Our industry analysis highlights macro industry trends in the overall sector and micro trends faced by companies that do business in the industry. The industry report also provides key industry statistics and 5-year forecasts to anticipate future industry prospects so you can decide with confidence.

Report Snapshot
Market Share of Companies
There are no companies with a dominant market share
Industry Statistics & Market Size
Revenue
$55bn
Annual Growth 10-15
-2.4%
Annual Growth 15-20
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Profit
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Employment
N/A
Businesses
561,419
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 2014-15 to reach $575.4 billion, while industry revenue is forecast to decline at an annualised 2.4% over the same period, to reach $55.3 billion. A large portion of industry revenue is attributed to inward transfers (i.e. rollovers), which are assets that have been transferred into self-managed superannuation funds (SMSFs) from other super funds. As with any superannuation fund, SMSF revenue is highly volatile as a result of the industry's large exposure to equity markets. Industry revenue grew substantially in 2012-13, due to a strong rebound in the local sharemarket. A... purchase to read more

Industry Report - Industry Key Buyers Chapter

The industry has a low level of market share concentration. The number of SMSFs operating in Australia is estimated at just over 575,000 in 2014-15. This number is primarily driven by regulation. The Superannuation Industry (Supervision) Act 1993 states that SMSFs may have a maximum of four members per fund. Because there is only so much money an individual person can save in their superannuation balance, the assets of an SMSF will always be far smaller than assets of a traditional fund (since these often have thousands of members, and their balances amount to billions of dollars). As a result, 88.0% of enterprises hold anywhere between $0 and $2.0 million in assets, which is relatively insignificant compared with the $575.4 billion of total assets in SMSFs... 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 sharesOverseas sharesResidential propertyNon-residential propertyLimited recourse borrowingManaged investmentsCash
 
Industry Activities
Operating self-managed superannuation fundsOperating self-managed superannuation funds


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