The SMSF Association engaged the University of Adelaide to examine the overall financial performance of self-managed super funds (SMSFs) compared to APRA-regulated funds.
This joint research venture is based on financial statement data from over 318,000 SMSFs for the period 2017 to 2019. This is a significant sample as it represents more than 50% of all existing SMSFs.
The research establishes a new threshold to which an SMSF becomes competitive, showcasing that an SMSF may be a suitable option for individuals with lower superannuation balances than previously imagined.
There is a choice of two white label documents, tailored to different audiences, that you can download and share with your clients. As indicated, one is tailored to prospective trustees, those thinking about setting up an SMSF, if it suits their circumstaces. The other is tailored to those who currently have an SMSF and would be interest in the research findings impact on the sector.
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