Super scenario: The industry manages strong growth due to advantages over traditional funds

The Self-Managed Superannuation Funds industry has grown strongly over the past five years. Industry assets are forecast to increase by an annualised 10.8% over the period to reach $718.0 billion, while industry revenue is forecast to increase by an annualised 10.2%, to total $51.3 billion. As with any superannuation fund, self-managed superannuation fund (SMSF) revenue is highly volatile as the industry is significantly exposed to equity markets. Industry revenue grew substantially in 2012-13 as financial markets rebounded and the inflow of funds significantly grew. An increase of 6.3% is projected for 2016-17 due to the Australian share markets strong more.

Industry Statistics & Market Size
Annual Growth 12-17
Forecast Growth 17-22
Market Share of Companies
There are no companies with a dominant market share in this industry

Industry Threats & Opportunities

  • Property investors have started using SMSFs to increase exposure to residential real estate
  • Business owners can use their SMSFs to buy business premises and pay rent back into their super
  • The ageing population and forecast increased compulsory contributions will aid revenue growth
  • Industry Report - Industry Analysis Chapter

    The Self-Managed Superannuation Funds industry is unique in that it has virtually no employees and records no profit, yet its importance in the Australian financial system is rapidly growing. Self-managed super funds (SMSFs) now hold more assets than any other superannuation scheme in Australia. SMSF assets are forecast to grow at an annualised 10.8% over the five years through 2016-17, to reach $718.0 billion. Furthermore, SMSFs grew as a proportion of total superannuation assets over the past decade, with industry assets forecast to make up 30.1% of total superannuation assets in 2016-17. This growth is attributed to the large number of people opting to establish SMSFs due to the additional flexibility and favourable tax concessions they provide...purchase to read more.

    Additional Insights for the Self-Managed Superannuation Funds Industry

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

  • Fast adjustments made to changing regulations
  • Economies of scale
  • Willingness to outsource when appropriate
  • IBISWorld analysts also discuss how external factors such as All Ordinaries index and Real household discretionary income in the Self-Managed Superannuation Funds industry impact industry performance..

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    What's in this report

    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 shares
  • Residential property
  • Non-residential property
  • Other investments
  • Managed investments
  • Cash
  • Industry Activities
  • Operating self-managed superannuation funds
  • Table of Contents

    Industry Definition
    Main Activities
    Similar Industries
    Additional Resources
    Industry Statistics Snapshot
    Industry Structure
    Executive Summary
    Executive Summary
    Key External Drivers
  • All Ordinaries index
  • Real household discretionary income
  • Cash rate
  • Total employees in the labour force

  • Current Performance
  • SMSF structure
  • Asset composition
  • SMSF revenue and inward transfers
  • Growth of SMSFs
  • Chart: Revenue Growth

  • Industry Outlook
  • SMSF regulation
  • Costs of SMSFs
  • Revenue composition
  • Table: Self-Managed Superannuation Funds Industry Revenue Outlook

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

  • Supply Chains
    Key Buying Industries
  • Consumers

  • Key Selling Industries
  • Accounting Services
  • Financial Planning and Investment Advice
  • Legal Services
  • Superannuation Funds Management Services

  • Products & Services
  • Listed shares
  • Cash
  • Managed investments
  • Non-residential property
  • Other investments
  • Residential property
  • Chart: Self-Managed Superannuation Funds Industry Products and Services Segmentation

  • Demand Determinants
    Major Markets
  • People between 55 and 64 years
  • People between 65 and 74 years
  • People between 45 and 54 years
  • People between 35 and 44 years
  • People 75 years and over
  • People 35 years and under
  • Chart: Major Market Segmentation for the Self-Managed Superannuation Funds Industry

  • International Trade
    Business Locations
    Chart: Business Locations by State
    Market Share Concentration
    Key Success Factors
    Cost Structure Benchmarks
  • Benefits
  • Net asset change
  • Administration
  • Chart: Cost Structure Benchmarking – Sector vs Self-Managed Superannuation Funds

  • Basis of Competition
  • External competition

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

  • Industry Globalization
    There are no major players in this industry. This report includes analysis of other companies.
    Capital Intensity
  • Chart: Level of Capital Intensity for the Self-Managed 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
    Table: Industry Data for the Self-Managed Superannuation Funds Industry
  • Industry Revenue (2008-2022)
  • Establishments (2008-2022)
  • Businesses (2008-2022)
  • Total Assets (2008-2022)

  • Table: Annual Percentage Change for Key Industry Data
    Table: Key Ratios for Industry Key Data
    Limited Recourse Borrowing
  • Borrowing funds to purchase an asset, with the asset becoming a security against the loan (similar to a mortgage).
  • Master Wrap
  • Software that allows SMSF trustees to manage their investments and administer their SMSF from the same program.
  • Smsf
  • Self-managed super fund.
  • Trust Deed
  • A document that sets out the duties of a trustee in regards to operating a trust.
  • What Our Customers Say

    Why buy this report?

    IBISWorld’s Self-Managed Superannuation Funds market research report provides the latest industry statistics and industry trends, allowing you to identify the products and customers driving revenue growth and profitability. The industry report identifies the leading companies and offers strategic industry analysis of the key factors influencing the market.

    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 Self-Managed 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 Self-Managed 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 Self-Managed 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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