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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 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
$113bn
Annual Growth
Annual Growth
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Profit
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Employment
Businesses
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 Key Buyers Chapter

The industry has a low level of market share concentration. The number of SMSFs operating in Australia is estimated at just under 559,000 in 2013-14. 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, 76.7% of enterprises hold anywhere between $100,000 and $2.0 million in assets, which is relatively insignificant compared with the more than $611.1 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 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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