SMSF Active Management Report 

2014 SMSF Service Model Report

New research reveals an SMSF services industry that is characterised by small, diverse and often specialised practices, with 62 per cent of businesses servicing less than 100 SMSFs.

There is significant potential for industry consolidation, with many businesses seeking growth through acquisition.

Following the success of the 2013 SMSF Active Management Report, Macquarie and the SMSF Professionals' Association of Australia (SPAA) have collaborated on a new report aimed at the professionals who service SMSF investors.

The 2014 SMSF Service Model Report provides a unique insight into SMSF service providers and their business models, highlighting industry best practice and uncovering the key drivers of sustainable outperformance.

To download a copy of the report, simply complete the online form.

Key insights

Combining more than 30 years of experience in SMSFs with our long-running relationship with SPAA, we have a deep understanding of the opportunities and challenges financial services professionals face in growing and evolving their practices.

Characteristics of high profit practices

Lifecycle stages at a glance

 

2013 SMSF Active Management Report

The report provides new insights into the attitudes and behaviours driving investor decision-making at three different stages of the SMSF lifecycle, as well as practical tips to engage this increasingly important client segment.

Key insights from the 2013 SMSF Active Management Report

  • One in 12 Australian adults says they plan to open an SMSF in the next three years, equal to around 1.4 million people.
  • Nearly half (46%) of recent SMSF investors are under 30 and a majority are women (52%), the only group for which this is the case.
  • Between April 2012 and April 2013, SMSF cash balances within the Macquarie Cash Management Account (CMA) remained largely stable, with Generation X investors most likely to build their cash reserves, increasing their average balances by 6.6%.
  • Macquarie Wrap SMSF investors have a significantly higher weighting towards direct equities than Super and Pension Wrap clients, with an allocation of 42%, compared to just 22% of super and pension investors.
  • Between 2006 and 2013 SMSF property assets grew in value by 230% to more than $73 billion — a higher growth rate than any other asset class.#
  • The next wave of intending investors may be positively disposed towards advisers, with around one in four saying they love experts, while 21% are fascinated by the opinions of others.

Unless otherwise indicated, all of the findings in this report are based on Macquarie's aggregated client data and Macquarie's research study 'A Family Portrait'.

# Source: Australian Taxation Office

 

2012 SMSF Generations Report

The report highlighted the differing attitudes towards advice, and provided a snapshot of the SMSF asset allocation preferences among the generations.

Key insights from the 2012 SMSF Generations Report

  • Just under half (42%) of current SMSF investors surveyed set up their fund themselves, without taking any advice.
  • While confident about many aspects of their lives, Gen Ys are less confident than other generations when it comes to long-term investment decisions.
  • Gen Ys place a premium on good communication, both with their advisers and with each other.
  • Gen X SMSF investors held an average of 30% of their capital in direct property, giving them significantly more diversified portfolios than the other generations.
  • Along with the Silent Generation, Baby Boomers are most likely to spend time on the internet researching a topic before reaching a decision (62%).

Leading the way in self managed super fund solutions

Offering flexibility and control, Macquarie’s SMSF solutions are designed with you and your clients in mind.

It is likely that an increasing number of your clients will seek to take control of their retirement savings through an SMSF. While an SMSF can be a solution for these clients, it also presents you with additional challenges. Given the complex nature of SMSFs, how do you find the time to effectively advise your clients and manage their investment needs?

The right composition of smart solutions can help you significantly reduce the time you spend on SMSF administration. With more than 30 years of experience, Macquarie is positioned to help you manage your SMSF clients efficiently and effectively.

We specialise in providing tailored solutions for growth, acquisition and succession planning

We are very proud of our track record of helping to build businesses in Australia. We've been working with practices like yours for more than 25 years and can provide tailored solutions for your growth, acquisition and succession planning goals.

Our business banking offering includes tailor-made deposit, lending and payment solutions, giving you all the tools, insights and expertise you need to grow and succeed.

Contact us

To learn more about how Macquarie can help make life easier for you and your SMSF clients,

 

 

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