Just super: 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 expected to increase at an annualised 8.2% over the five years through 2017-18, to reach $743.1 billion. Industry revenue is anticipated to increase at an annualised 5.2% over the same period, to total $69.5 billion. As with any superannuation fund, self-managed superannuation fund (SMSF) revenue is highly volatile as it is made up of investment income and the industry is significantly exposed to equity markets. Industry revenue is anticipated to increase by 3.5% in the current year due to growth in the All Ordinaries index...read more.

Industry Statistics & Market Size
Revenue
$70bn
Annual Growth 13-18
5.2%
Forecast Growth 18-23
Profit
Employment
X.X
Businesses
624,636
Market Share of Companies
There are no companies with a dominant market share in this industry

Industry Threats & Opportunities

  • Property investors have used SMSFs to increase their 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 help the industry grow
  • Industry Report - Industry SWOT Analysis Chapter

    The Self-Managed Superannuation Funds industry is in the growth stage of its economic life cycle. This is demonstrated not only by the growth in total assets, but also the rise in enterprise and member numbers for SMSFs. Growth within SMSFs is attributed to increasing voluntary and compulsory contributions, and rising investment income. Regulatory changes and tax concessions have allowed individuals to take advantage of asset classes not readily available in traditional superannuation funds, providing more incentive for people to set up SMSFs. Firms providing support services to the industry have introduced new products over the past five years, which has made establishing and running SMSFs easier...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 is primarily made up of investment revenue. Investment revenue 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 inflows
  • Growth of SMSFs
  • Chart: Revenue Growth

  • Industry Outlook
  • SMSF regulation
  • Costs of SMSFs
  • 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
  • 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
    Includes:
  • Industry Revenue (2009-2023)
  • Establishments (2009-2023)
  • Businesses (2009-2023)
  • Total Assets (2009-2023)

  • 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 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.

    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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