Overview

Purse strings: The industry is facing competition from self-managed superannuation funds

IBISWorld’s Superannuation Funds Management Services 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

Industry Analysis & Industry Trends

Recovering equity markets and strong growth in contributions have boosted revenue for the Superannuation Funds Management Services industry over the past five years. This has ensured a steady flow of retirement savings into the market, to the benefit of industry investment managers. Industry revenue is generated through management fees that operators levy on their funds under management (FUM). The value of FUM fluctuates according to the flow of funds and the performance of investment markets. Industry revenue is expected to rise by an annualised 11.6% over the five years through 2016-17. Industry revenue growth is expected to slow down in the current year, but remain strong at 5.1%, to reach $11.1 billion...

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Industry Report - Starting a New Business Chapter

The industry exhibits medium barriers to entry, with the level increasing. Newly established fund managers must attract competent staff, develop relevant products and platforms, establish a distribution network, create a competitive investment record, build a reputation and ultimately attract funds. In establishing operations, entrants must do so while competing against well-established players that benefit from sizeable economies of scale and vertical integration. New fund managers will find it difficult to compete on fees while they are growing their FUM from a low base. Investors with a large amount of funds to invest, such as financial institutions, do not normally find it feasible to place assets in investment funds below a certain size.

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Industry Products

What is the Superannuation Funds Management Services Industry?

Industry participants provide investment management, administration and advisory services to superannuation funds. Service fees are earned as a percentage of the funds under management, administration or advice. Investment managers also receive commissions based on performance, with a portion determined by absolute returns and the rest by industry benchmarks. Therefore, investment managers can earn some performance commissions despite delivering losses.

Industry Products
Cash and deposits
Domestic debt securities
Australian equities and trusts
Property
Overseas assets
Other assets
Industry Activities
Portfolio management services on a commission or fee basis
Financial asset investment consultant services
Administration services

Table of Contents

About this Industry

Industry Definition
Main Activities
Similar Industries
Additional Resources

Industry at a Glance

Industry Performance

Executive Summary
Key External Drivers
Current Performance
Industry Outlook
Industry Life Cycle

Products & Markets

Supply Chain
Products & Services
Demand Determinants
Major Markets
International Trade
Business Locations

Competitive Landscape

Market Share Concentration
Key Success Factors
Cost Structure Benchmarks
Basis of Competition
Barriers to Entry
industry Globalisation

Major Companies

Operating Conditions

Capital Intensity
Technology & Systems
Revenue Volatility
Regulation & Policy
Industry Assistance

Key Statistics

Industry Data
Annual Change
Key Ratios

Jargon & Glossary

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