Class Annual Benchmark Report

SMSF Resilience in a time of constant change

The Class Benchmark Report is a highly anticipated publication, enabling the SMSF and superannuation industries to remain informed with the latest sector trends. Access to in-depth data contained within the Report, in a timely manner, ensures the sector is kept accountable and keeps the market better informed.

FY21 was disruptive for most parts of the business landscape, and the SMSF sector was no different. Despite the world facing economic uncertainty as the result of the COVID-19 pandemic, border closures, and government lockdowns, two clear themes have emerged from our data analysis: firstly, the SMSF sector is resilient and secondly, SMSFs have stayed the course in terms of performance which is aligned to their long-term strategy.

The Report covers:

  • The state of the SMSF industry with key insights
  • SMSF lodgement and contribution activities
  • Demographics of the SMSF industry
  • Geo-mapping SMSFs across Australia
  • Investment trends and asset allocation

At the time of publishing, the contents of this resource were accurate and correct.

Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association