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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

The Self-Managed Superannuation Funds market research report provides key industry analysis and industry statistics, measures market size, analyzes current and future industry trends and shows market share for the industry’s largest companies. IBISWorld publishes the largest collection of industry reports so you can see an industry’s supply chain, economic drivers and key buyers and markets.

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 Products Chapter

Self-managed super funds allow members to invest in a 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

Listed shares account for the largest proportion of assets that SMSFs hold. Listed shares include equities traded on Australian stock exchanges. The proportion of assets held can fluctuate due to changes in the value of equities in the portfolio. Over the past five years, the proportion of assets invested in listed shares has risen due to the share market's strong performance over the three years through 2014-15. The increase can also be attributed to the declining amount of assets held in managed investments schemes... 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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