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 Products Chapter
Self-managed super funds allow members to invest in a wide range of assets, including domestic and overseas shares, residential and non-residential property, overseas property and a range of other asset classes through third-party fund managers.
Listed shares account for the largest proportion of assets held by SMSFs, and are estimated to account for 31.9% of total assets in 2014-15. Members are expected to invest a larger proportion of funds into listed shares over the five years through 2014-15. This increase is primarily attributed to a decline in the amount of assets held in managed investments schemes.
Cash represents any direct investment into debt-like securities... purchase to read more