The SMSF Association recently engaged the University of Adelaide again to conduct new research, to examine the financial performance of a large sample of self-managed superannuation funds (SMSFs) over the period 2020-2021.

This research builds upon the 2022 research which explored the relationship between fund size and investment performance, between both SMSFs and APRA-regulated funds.

Although SMSFs are not for everyone, this research is good news for individuals who have the time and expertise, and want control over their retirement savings.

Discover more about the 6 key research findings in the factsheet and report summary below, that should be considered by current SMSF trustees, or those individuals who are discussing their super options with an accredited SMSF Specialist.

Sorry, this content is reserved for members of our SMSF Connect community.

Please register for a free community account to view this content or login below.

Login

If you are an existing member of SMSF Connect, please login below.

If you wish to learn more about joining the community, please click here.

Join the free community

Complete the form below to set up your free account and be regularly updated on SMSF and investing news and information.

  • Strength indicator

Previous Research

Understanding Self-Managed Super Fund Performance

Released in 2022, this research venture established a new threshold at with SMSFs become competitive with Retail & Industry funds, showing that for suitable individuals, an SMSF can be a viable option for those with lower superannuation balances than previously thought.

Cost of Operating SMSFs 2020

Released in 2020, this research examines the size at which an SMSF becomes a viable option for those who are considering establishing an SMSF or are continuing to use an SMSF for their retirement savings.


About SMSF Connect

If you have a self managed super fund (SMSF) or are thinking of setting one up, SMSF Connect aims to empower you to self-educate and take greater control over your destiny in achieving a dignified retirement.

We understand that education leads to greater knowledge and the ability to make more informed decisions. Take charge of your future with SMSF Connect, your comprehensive education resource for your SMSF.

SMSF Connect includes up to date information on the latest SMSF and superannuation news, education resources, checklists, information sheets, events, webinars, videos and more.

SMSF CONNECT FREE COMMUNITY

Join the Community

Being a part of the SMSF Connect community positions you at the forefront of the latest self managed super fund information, empowering you with the tools to seek the best outcomes on your SMSF journey.