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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 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
Annual Growth 11-16
Annual Growth 16-21
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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 Analysis Chapter

The Self-Managed Superannuation Funds industry is unique in that it has virtually no employees and records no profit, yet its importance in the Australian financial system is rapidly growing. Self-managed super funds now hold more assets than any other superannuation scheme in Australia. SMSF assets are forecast to grow at an annualised 7.9% over the five years through 2015-16, to reach $605.8 billion. Furthermore, SMSFs grew as a proportion of total superannuation assets over the past decade, with industry assets forecast to make up 29.2% of total superannuation assets in June 2015, compared with 21.4% in 2005 according to the Australian Prudential Regulation Authority... 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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