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.
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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.
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