2021/22 Research Findings
Published February 2024
To conduct this annual research to examine the overall financial performance of self-managed super funds (SMSFs) compared to APRA-regulated funds, the SMSF Association has once again engaged the University of Adelaide.
Research findings showed the SMSF sector outperformed the APRA fund sector during the 2021-2022 financial year. This research contributes to the existing evidence on the strong financial performance of the SMSF sector.
It extends the previous research completed by the University of Adelaide, and again shows SMSFs perform on par with, or better than, APRA funds in some financial years.
View the full report and findings below.
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Previous Research
2020-2021 SMSF Performance
Released in 2023, this this research builds upon the 2022 research which explored the relationship between fund size and investment performance, between both SMSFs and APRA-regulated funds.
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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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.
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