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 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
Annual Growth 09-14
Annual Growth 14-19
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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 Investment Chapter

The Self-Managed Superannuation Funds Industry has a low level of capital intensity. By definition, the industry has zero profitability and pays no wages. The industry also has no real capital. However, the industry pays management and administration fees to third parties. Therefore, the relative capital intensity of these third parties can be used as a proxy.

The Funds Management Services industry, Accounting Services industry and Legal Services industry all have low levels of capital intensity. All these industries require highly qualified, highly payed employees to perform services and all have relatively low capital expenditure with computers, software and office furniture making up the bulk of their capital... 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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