Retail Superannuation Funds in Australia - Market Research Report

Retail Superannuation Funds industry trends (2014-2019)

poll Average industry growth 2014–2019: 1.3%

Retail super funds account for the second-largest asset base in the superannuation sector, behind SMSFs, and represent a significant part of the Australian financial system. The Retail Superannuation Funds industry's revenue is expected to decline at an annualised 0.5% over the five years through 2018-19, to $51.3 billion. This includes an anticipated 6.6% fall in 2018-19. However, industry revenue is volatile, and fluctuations in investment returns can cause revenue shocks. Due to this volatility, revenue is not an accurate representation of industry performance and size. Funds Under Administration (FUA) provide a better indication, and these are expected to grow at an annualised 6.0% over the five years through 2018-19, to $681.8 billion. Guarantee...
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Retail Superannuation Funds industry outlook (2019-2024)

poll Average industry growth 2019-2024: x.xlockPurchase this report or a membership to unlock the average company profit margin for this industry.

The performance of the Retail Superannuation Funds industry is projected to improve slightly over the next five years. Overall, industry revenue is forecast to rise at an annualised X.X% over the five years through XXX-XX, to $XX.X billion. However, industry revenue is not an accurate indicator of industry performance and size, given its volatility. A more appropriate gauge of industry performance and size is Funds Under Administration (FUA). FUA growth is anticipated to slow, with industry assets projected to rise at an annualised X.X% over the five years through XXX-XX, to $XX.X billion. The industry was plagued with regulatory uncertainty over three years through XXX-XX, particularly relating to the Superannuation Guarantee. This had a negative e...
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Retail Superannuation Funds industry statistics

  • business Number of Businesses: 226
  • poll Average Industry Profit Margin: x.x%
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  • supervisor_account Industry Employment: 8,045

Biggest companies in the Retail Superannuation Funds industry

The companies holding the largest market share in the Retail Superannuation Funds in Australia industry include AMP Limited, National Australia Bank Limited, Commonwealth Bank of Australia, Westpac Banking Corporation and Australia and New Zealand Banking Group Limited.

  • pie_chart AMP Limited Market Share: x.x%
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  • pie_chart National Australia Bank Limited Market Share: x.x%
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  • pie_chart Commonwealth Bank of Australia Market Share: x.x%
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  • pie_chart Westpac Banking Corporation Market Share: x.x%
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  • pie_chart Australia and New Zealand Banking Group Limited Market Share: x.x%
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What is Retail Superannuation Funds industry?

Industry Definition

The industry includes bricks-and-mortar stores that primarily sell vitamins and supplements, along with related health foods. Online sales are included if the company also operates a bricks-and-mortar store. Pure-play online vitamin and supplement retailers are not included in the industry.

Industry Products and Services

  • Memberships
  • Fitness classes
  • Personal training
  • Merchandise
  • Casual entry
  • Other services

Industry Activities

  • Selling vitamins and minerals
  • Selling nutritional supplements
  • Selling sports supplements
  • Selling health foods

Market research report - table of contents

Industry Definition

Industry firms provide retirement benefits to the general public on a commercial and for-profit basis. These firms must have more than four members. Industry revenue is primarily made up from investment revenue.

Main Activities

  • Operating retail super funds

Similar Industries

Additional Resources

Industry Statistics Snapshot

Industry Structure

Executive Summary

Key External Drivers

A significant proportion of superannuation assets is invested in the domestic stock market. Just over one-quarter of retail superannuation fund assets are...
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All Ordinaries index
MSCI World Index
10-year bond rate
Residential property yields

Current Performance

Revenue attributes
Regulatory changes
Other trends
 Chart: Revenue Growth

Industry Outlook

Competitive environment
Investment opportunities
 Table: Retail Superannuation Funds in Australia - Market Research Report Industry Revenue Outlook

Industry Life Cycle

Life Cycle Reasons
 Chart: Benchmarking - Retail Superannuation Funds in Australia - Market Research Report Industry Lifecycle vs The Economy

Supply Chain

Key Buying Industries

Consumers in Australia






Key Selling Industries

Life Insurance in Australia
Accounting Services in Australia
National and Regional Commercial Banks in Australia
Superannuation Funds Management Services in Australia



Products & Services

The Retail Superannuation Funds industry's product segments remain relatively stable over the long term due to most members staying within the default str...
People aged between 35 and 49
People aged over 65
People aged between 60 and 65
People aged under 35


Demand Determinants

The Retail Superannuation Funds industry is supported by a steady stream of contributions, which is mandatory under the Superannuation Guarantee. Employer...
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Major Markets

People aged between 35 and 49
People aged over 65
People aged between 60 and 65
People aged under 35



 Chart: Major Market Segmentation for the Retail Superannuation Funds in Australia - Market Research Report Industry

International Trade

Business Locations

Chart: Business Locations by State Chart: Business Locations by State

Market Share Concentration

The Retail Superannuation Funds industry is characterised by a medium level of market share concentration. The top four players in the industry account fo...
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Key Success Factors

Cost Structure Benchmarks

Profit, Purchases, Wages, Other Costs
 Chart: Cost Structure Benchmarking – Sector vs Retail Superannuation Funds in Australia - Market Research Report

Basis of Competition

Internal competition
External competition

Barriers to Entry

 Table: Barriers to Entry Checklist for the Retail Superannuation Funds in Australia - Market Research Report Industry

Industry Globalization

AMP Limited is a financial services company that provides financial planning, superannuation services, life insurance and funds management services. The c...
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AMP

 Table: AMP - financial performance

NAB

 Table: NAB - financial performance

Commonwealth Bank

 Table: Commonwealth Bank - financial performance

Westpac

 Table: Westpac - financial performance

ANZ Banking Group

 Table: ANZ Banking Group - financial performance

Capital Intensity

The Retail Superannuation Funds industry exhibits a low level of capital intensity. This is similar to the overall superannuation sector, and other custod...
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 Chart: Level of Capital Intensity for the Retail Superannuation Funds in Australia - Market Research Report Industry
 Chart: Tools of the Trade: Growth Strategies for Success

Technology & Systems

Revenue Volatility

Chart: Volatility vs Industry Growth Chart: Volatility vs Industry Growth

Regulation & Policy

Industry Assistance

Table: Industry data Table: Industry Data for the Retail Superannuation Funds in Australia Industry

Industry Revenue (2007-2025)
Industry Gross Product (2007-2025)
Establishments (2007-2025)
Businesses (2007-2025)
Employment (2007-2025)
Exports (2007-2025)
Imports (2007-2025)
Wages (2007-2025)
Domestic Demand (2007-2025)

Table: Annual Percentage Change for Key Industry Data Table: Annual Percentage Change for Key Industry Data

Table: Key Ratios for Industry Key Dat Table: Key Ratios for Industry Key Data

Table: Industry Financial Ratios Table: Industry Financial Ratios

Liquidity Ratios
Coverage Ratios
Leverage Ratios
Operating Ratios
Cash Flow & Debt Service Ratios (% of Sales)
Assets, %
Liabilities, %

FUNDS UNDER ADMINISTRATION (FUA)

SELF-MANAGED SUPER FUNDS

SUPERANNUATION GUARANTEE

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Included in Report

  • Industry Financial Ratios
    Industry Financial Ratios
  • Revenue Forecasts
    Revenue Forecasts
  • Historical and Forecast Growth
    Historical and Forecast Growth
  • Industry Market Size
    Industry Market Size
  • Industry Major Players
    Industry Major Players
  • Profitability Analysis
    Profitability Analysis
  • SWOT Analysis
    SWOT Analysis
  • Industry Trends
    Industry Trends
  • Industry Operating Conditions
    Industry Operating Conditions
  • Porter's 5 Forces Analysis
    Porter's 5 Forces Analysis

Why buy this report on the Retail Superannuation Funds industry?

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This report on Retail Superannuation Funds in Australia:

  • 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 Retail Superannuation Funds in Australia 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

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