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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 | Jun 2014

Self-sufficient saving: Beneficial tax breaks for self-managed superfunds drive industry growth

IBISWorld’s Self-Managed Superannuation Funds market research report is a comprehensive guide to market size and growth prospects. Our industry reports offer strategic industry analysis of the factors influencing companies, including new product developments, economic, lifestyle and demographic influences, distribution and supply chain factors and pricing issues. Full analysis accompanies our data forecasts to illustrate how the market responds to emerging industry trends.

Report Snapshot
Market Share of Companies
There are no companies with a dominant market share
Industry Statistics & Market Size
Revenue
$113bn
Annual Growth 09-14
38.2%
Annual Growth 14-19
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Profit
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Employment
N/A
Businesses
558,881
Industry Analysis & Industry Trends

The Self-Managed Superannuation Funds industry has taken off over the past five years. The total portion of superannuation assets held in self-managed super funds (SMSFs) is forecast to increase from 30.9% in 2008-09 to 34.8% in 2013-14. This increase will be accompanied by a growing number of industry enterprises and members. Industry assets are forecast to increase at an annualised 11.6% over the five years through 2013-14 to reach $611.1 billion, while industry revenue is forecast to grow at an annualised 38.2% over the same period to reach $112.8 billion. A large portion of industry revenue is attributed to inward transfers (i.e. rollovers), which are assets that have been transferred into SMSFs from other superfunds... purchase to read more

Industry Report - Industry Analysis Chapter

The Self-Managed Superannuation Funds industry is unique in the sense that it has virtually no employees and makes no profit, yet its importance in the Australian financial system is growing at a fast rate, and it now holds more assets than any other superannuation scheme in Australia. Self-managed superfund (SMSF) assets are forecast to grow at annualised 11.6% over the five years through 2013-14 to reach $611.1 billion. Furthermore, SMSFs grew as portion of total superannuation, with industry assets forecast to make up 34.8% of total superannuation assets in 2013-14, compared with 30.9% in 2008-09. This growth is attributed to the large number of people opting to establish an SMSF due to the additional flexibility and favourable tax concessions they provide... 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 is comprised of 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 superfund 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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