Research Summary | Understanding self-managed super fund performance

ResearchSMSF InsightsThinking about SMSFsUnderstanding SMSFs

Research Summary | 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.

Navigate your way through this high-level summary which expands on the purpose of the research and the methodology used, as well as explains the key findings in detail, alongside insightful commentary from the SMSF Association. 

Download your copy of the Research Summary below:

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 report summary is not considered financial product advice for the purposes of the Corporations Act 2001.