Self-Managed Superannuation Funds in Australia - Market Research Report

Self-Managed Superannuation Funds industry trends (2014-2019)

poll Average industry growth 2014–2019: -4.3%

The Self-Managed Superannuation Funds industry's assets have continued to grow over the past five years. Industry assets are expected to increase at an annualised 5.7% over the five years through 2019-20, to $839.1 billion. Industry revenue is anticipated to decline at an annualised 0.5% over the same period, to $51.0 billion. As with any superannuation fund, SMSF revenue is highly volatile as it consists of investment income and the industry is highly exposed to equity markets. Industry revenue is anticipated to increase by 4.2% in the current year due to growth in the All Ordinaries index. The popularity of SMSFs can be attributed to numerous factors, including an expanded range of investment options, a favourable tax environment and the ability t...
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Self-Managed 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 Self-Managed Superannuation Funds industry is anticipated to record growth over the next five years as contributions continue to add to the scale of investment income. An ageing population and increases in compulsory contributions are also forecast to support growth over the period. However, SMSFs are projected to grow at a slower rate than other superannuation schemes as a proportion of total funds in the Australian superannuation system over the next five years due to the latest regulatory changes. The $X.X million transfer balance cap and the concessional contributions caps have limited the rate at which SMSFs can grow, with the assets of members above this cap likely to be held outside of the superannuation system. Any further changes or deve...
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Self-Managed Superannuation Funds industry statistics

  • attach_money Market Size: $49bn
  • business Number of Businesses: 1,134,709
  • poll Average Industry Profit Margin: x.x%
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  • supervisor_account Industry Employment: 13

Biggest companies in the Self-Managed Superannuation Funds industry

The Self-Managed Superannuation Funds in Australia industry has no companies with major market shares. Get the full report to find out why.

What is Self-Managed Superannuation Funds industry?

Industry Definition

Entities in this industry operate superannuation funds that are required to have no more than four members. Industry revenue is 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 and Services

  • Listed shares
  • Residential property
  • Non-residential property
  • Other investments
  • Managed investments
  • Cash

Industry Activities

  • Operating self-managed superannuation funds

Market research report - table of contents

Industry Definition

Entities in this industry operate superannuation funds that are required to have no more than four members. Industry revenue is 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.

Main Activities

  • Operating self-managed superannuation funds

Similar Industries

Additional Resources

Industry Statistics Snapshot

Industry Structure

Executive Summary

Key External Drivers

SMSFs invest a large proportion of their assets directly and indirectly into the sharemarket. A fall in the All Ordinaries index typically leads to lower ...
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All Ordinaries index
Real household discretionary income
10-year bond rate
Total employees in the labour force

Current Performance

Asset composition
SMSF inflows
Growth of SMSFs
 Chart: Revenue Growth

Industry Outlook

Costs of SMSFs
 Table: Self-Managed Superannuation Funds in Australia - Market Research Report Industry Revenue Outlook

Industry Life Cycle

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

Supply Chain

Key Buying Industries

Consumers in Australia






Key Selling Industries

Legal Services in Australia
Accounting Services in Australia
Financial Planning and Investment Advice in Australia
Superannuation Funds Management Services in Australia



Products & Services

SMSFs allow members to invest in a range of assets, including domestic and overseas shares, residential and non-residential property, overseas property an...
People between 65 and 74 years
People between 45 and 54 years
Other age groups
People between 35 and 44 years


Demand Determinants

Demand for SMSFs is driven by a range of factors including compulsory and voluntary contributions, unemployment, the total workforce, incomes and the exte...
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Major Markets

People between 65 and 74 years
People between 45 and 54 years
Other age groups
People between 35 and 44 years



 Chart: Major Market Segmentation for the Self-Managed 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 Self-Managed Superannuation Funds industry has low market share concentration. The number of SMSFs operating in Australia is expected to total approxi...
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Key Success Factors

Cost Structure Benchmarks

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

Basis of Competition

Internal competition
External competition

Barriers to Entry

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

Industry Globalization

The Self-Managed Superannuation Funds in Australia industry has no major companies. Get the full report to find out why.

Capital Intensity

The Self-Managed Superannuation Funds industry has low capital intensity. By definition, the industry generates zero profitability and pays no wages. The ...
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 Chart: Level of Capital Intensity for the Self-Managed 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 Self-Managed Superannuation Funds in Australia Industry

Industry Revenue (2007-2026)
Industry Gross Product (2007-2026)
Establishments (2007-2026)
Businesses (2007-2026)
Employment (2007-2026)
Exports (2007-2026)
Imports (2007-2026)
Wages (2007-2026)
Domestic Demand (2007-2026)

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, %

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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

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This report on Self-Managed 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 Self-Managed 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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