Academic Paper | Understanding self-managed super fund performance

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Academic Paper | Understanding self-managed super fund performance

The SMSF Association engaged the University of Adelaide to examine the financial performance of self-managed super funds (SMSFs) relative 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 – a sample size representing 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.

The research report was composed by the International Centre for Financial Services, The University of Adelaide and prepared by George Mihaylov BMa&CompSc(Stat) BFin(Hons) PhD Adel and Ralf Zurbruegg BSc(Econ) LSE, MSc PhD Manc, with research assistance from Dessie Ambaw PhD Adel and recognition of data support from BGL Corporate Solutions and Class Limited.

This research report is an academically written paper outlining the purpose of why the research study was conducted, the methodology used, and the formula used to discover the key research findings. 

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At the time of publishing, the contents of this resource were accurate and correct.

Disclaimer: The information contained in this document is provided for educational purposes only, is general in nature and is prepared without taking into account particular objective, financial circumstances, legal and tax issues and needs. The information provided in this article is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to your individual circumstances. While SMSF Association believes that the information provided in this article 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 academic paper is not considered financial product advice for the purposes of the Corporations Act 2001.