2021-2022 SMSF Performance

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.

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

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.

 

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.