Overview

Just super: Increases to the superannuation guarantee have boosted industry assets

IBISWorld’s Industry 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

Industry Threats & Opportunities

  • As the asset base of super funds grows, the level of regulation applied to the industry will also increase

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    Industry Analysis & Industry Trends

    Industry super funds are one of five main types of superannuation funds in Australia. They are non-profit superannuation funds that operate for the benefit of their members. The strong performance of sharemarkets, combined with the rising superannuation guarantee over the past five years, has driven up funds under management. Industry assets are expected to grow at annualised 14.0% over the five years through 2016-17, to reach $523.7 billion. However, several events including the United Kingdom's EU referendum, the European sovereign debt crisis and the slow recovery of the US economy have created uncertainty for financial markets and caused significant fluctuations in industry revenue. Overall, revenue is expected to grow at an annualised 8.3%...

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    What is the Industry Superannuation Funds industry?

    Due to the low number of enterprises in the industry, industry super funds are unequally distributed compared with population by state. Industry super funds are primary located in Melbourne or Sydney, followed by Brisbane. This is due to the benefits of being close to other superannuation funds, other investment professionals and fund managers. Increasing consolidation is expected to perpetuate this trend as the largest funds are located in Melbourne and Sydney. However, a large proportion of industry super funds have several state branches, which means there are approximately two establishments per enterprise on average. Employee contributions are expected to be distributed according to state population breakdowns. The...

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    Additional Insights for the Industry Superannuation Funds Industry

    IBISWorld identifies 250 Key Success Factors for a business.The most important for the Industry Superannuation Funds Industry are

  • Economies of scale
  • Economies of scope
  • Having a high prior success rate
  • IBISWorld analysts also discuss how external factors such as All Ordinaries index and Total employees in the labour force in the Industry Superannuation Funds industry impact industry performance..

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    Products & Brands

    Major products in this industry
    Australian shares
    International shares
    Listed and unlisted property
    Australian fixed-interest securities
    International fixed-interest securities
    Cash
    Other assets

    Table of Contents

    About this Industry
    Industry Definition
    Main Activities
    Similar Industries
    Additional Resources
    Industry at a Glance
    Industry Statistics Snapshot
    Industry Structure
    Executive Summary
    Industry Performance
    Executive Summary
    Key External Drivers
  • All Ordinaries index
  • Total employees in the labour force
  • year bond rate
  • Real household discretionary income

  • Current Performance
  • Volatile markets
  • Industry versus retail
  • Other issues and trends
  • Chart: Revenue Growth

  • Industry Outlook
  • Reforms and regulations
  • Asset-liability match
  • Consolidation and other trends
  • Table: Industry Superannuation Funds Industry Revenue Outlook

  • Industry Life Cycle
  • Life cycle reasons
  • Chart: Benchmarking - Industry Superannuation Funds Industry Lifecycle vs The Economy

  • Products & Markets
    Supply Chains
    Key Buying Industries
  • Consumers

  • Key Selling Industries
  • Accounting Services
  • Financial Asset Investing
  • Life Insurance
  • Superannuation Funds Management Services

  • Products & Services
  • International shares
  • Australian shares
  • Other assets
  • Listed and unlisted property
  • Cash
  • Australian fixed-interest securities
  • International fixed-interest securities
  • Chart: Industry Superannuation Funds Industry Products and Services Segmentation

  • Demand Determinants
    Major Markets
  • Members aged between 35 and 49 years
  • Members aged between 50 and 59 years
  • Members aged under 35 years
  • Members aged between 60 and 65 years
  • Members aged over 65 years
  • Chart: Major Market Segmentation for the Industry Superannuation Funds Industry

  • International Trade
    Business Locations
    Chart: Business Locations by State
    Competitive Landscape
    Market Share Concentration
    Key Success Factors
    Cost Structure Benchmarks
  • Outward rollovers
  • Net asset change
  • Benefits
  • Operating expenses
  • Chart: Cost Structure Benchmarking – Sector vs Industry Superannuation Funds

  • Basis of Competition
  • Internal competition
  • External competition

  • Barriers to Entry
  • Table: Barrier to Entry Checklist for the Industry Superannuation Funds Industry

  • Industry Globalization
    Major Companies
    AustralianSuperUniSuperRetail Employees Superannuation TrustSunsuper Superannuation FundHealth Employees Superannuation Trust Australia
  • Table: AustralianSuper - financial performance
  • Table: UniSuper - financial performance
  • Table: Retail Employees Superannuation Trust - financial performance
  • Table: Sunsuper Superannuation Fund - financial performance
  • Table: Health Employees Superannuation Trust Australia - financial performance

  • Operating Conditions
    Capital Intensity
  • Chart: Level of Capital Intensity for the Industry Superannuation Funds Industry
  • Chart: Tools of the Trade: Growth Strategies for Success

  • Technology & Systems
    Revenue Volatility
  • Chart: Volatility vs Industry Growth

  • Regulation & Policy
    Industry Assistance
    Key Statistics
    Table: Industry Data for the Industry Superannuation Funds Industry
    Includes:
  • Industry Revenue (2008-2022)
  • Industry Gross Product (2008-2022)
  • Establishments (2008-2022)
  • Businesses (2008-2022)
  • Employment (2008-2022)
  • Wages (2008-2022)
  • Total Assets (2008-2022)

  • Table: Annual Percentage Change for Key Industry Data
    Table: Key Ratios for Industry Key Data
    Jargon & Glossary
    Custodian
  • A financial institution that holds financial assets of firms and individuals for safekeeping.
  • Rse
  • Stands for registrable superannuation entity, which is a superannuation fund that is able to be registered by the Australian Prudential Regulation Authority.
  • Smsf
  • Stands for self-managed superannuation fund, which is a small funds operated by a sole contributor.
  • Why buy this report?

    IBISWorld industry market research reports enable you to:
    • Find out about key industry trends
    • Identify threats and opportunities
    • Inform your decisions for marketing, strategy and planning
    • Quickly build competitive intelligence
    This report on Industry Superannuation Funds:
    • Provides Market Size information to assist with planning and strategic decisions.
    • Includes the necessary information to perform SWOT, PEST and STEER analysis.
    • Helps you understand market dynamics to give you a deeper understanding of industry competition and the supply chain.
    • Analyses key performance and operational metrics so that you can benchmark against your own business, that of your customers’ businesses, or your competitors’ businesses.
    The Industry Superannuation Funds market research report includes:
    • Historical data and analysis for the key drivers of this industry
    • A five-year forecast of the market and noted trends
    • Detailed research and segmentation for the main products and markets
    • An assessment of the competitive landscape and market shares for major companies
    • And of course, much more

    IBISWorld reports on thousands of industries around the world. Our clients rely on our information and data to stay up-to-date on industry trends across all industries. With this IBISWorld Industry Research Report on Industry Superannuation Funds, you can expect thoroughly researched, reliable and current information that will help you to make faster, better business decisions.

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