Overview

Superlative growth: The industry has grown due to its advantages over traditional super funds

IBISWorld’s Self-Managed 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 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...

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What is the Self-Managed Superannuation Funds industry?

The industry has a low level of market share concentration. The number of SMSFs operating in Australia is estimated at just over 566,700 as at 31 December 2015. This number is primarily driven by regulation as SMSFs may only have a maximum of four members per fund. Because there is only so much money an individual can save in their superannuation balance, the assets of an SMSF will always be far smaller than the assets of a traditional fund (since these often have thousands of members, with balances amounting to billions of dollars). According to ATO data, 86.6% of funds hold less than $2.0 million in assets, which is relatively insignificant compared with the $594.6 billion of total assets in SMSFs. The...

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Products & Brands

Major products in this industry
Listed shares
Residential property
Non-residential property
Other investments
Managed investments
Cash

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
Major Markets

Globalisation & Trade

Business Locations
Competitive Landscape
Market Share Concentration
Key Success Factors
Cost Structure Benchmarks
Barriers to Entry

Major Companies

Operating Conditions

Capital Intensity

Key Statistics

Industry Data
Annual Change
Key Ratios

Jargon & Glossary

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