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 Products Chapter
Self-managed superfunds 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 32.3% of total assets in 2013-14. Members are expected to invest a larger proportion of funds into listed shares over the five years through 2013-14. 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