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 | Apr 2015

Super strength: The industry has grown, due to the additional flexibility its products provide

IBISWorld’s Self-Managed Superannuation Funds market research report offers insightful industry analysis and research into the market at the national level. IBISWorld’s in-depth industry market research is presented in a logical and consistent format. The industry report contains key industry statistics, market size, industry trends, and growth and profit forecasts for a 5-year outlook period.

Report Snapshot
Market Share of Companies
There are no companies with a dominant market share
Industry Statistics & Market Size
Annual Growth 10-15
Annual Growth 15-20
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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 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 - Starting a New Business Chapter

The barriers to entry within the industry are low. Establishing a new SMSF requires little initial capital, with most of the paperwork and initial administration done by legal and accounting professionals. SMSFs have no trouble obtaining customers, since it is the customers that set them up in the first place. With the number of firms providing professional services to SMSFs growing, barriers to entry are expected to decrease over the next five years.

Initial capital outlays consist mainly of setup costs. These constitute a fee paid to a licensed financial advisor, which is calculated as a percentage of the assets being transferred into the fund. Set-up costs also vary depending on the type of services included in the initial package... 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 sharesOverseas sharesResidential propertyNon-residential propertyLimited recourse borrowingManaged investmentsCash
Industry Activities
Operating self-managed superannuation fundsOperating self-managed superannuation funds

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