SMSF Insights 2025
Strategic Industry Analysis & Actionable Recommendations for the Year Ahead
Featured Resource
The “SMSF Insights 2025” report gives a concise update on new regulations, major performance trends, demographic shifts, and technology changes shaping Australia’s SMSF sector this year.
- Key sector metrics, including a $1.01 trillion asset base managed by 646,000+ SMSFs
- Clear performance comparisons showing SMSFs achieve parity with APRA funds for balances above $200,000, with a recent median return of 10.5%
- A breakdown of the impact from significant regulatory changes, such as the Division 296 tax and updated Transfer Balance Caps, effective July 2025
- Insights on rapid demographic transformation, with a 317% surge in younger members and rising female participation
- Technology trends driving 65%+ cost reductions, compliance error minimization, and new service delivery models
- Detailed asset allocation evolution, SMSF portfolios now feature increased international equities, alternatives (including cryptocurrency), and ESG investments
Why Read SMSF Insights 2025?
- Australian Context: All insights are drawn from the latest Australian regulatory, performance, and demographic data.
- Actionable Guidance: Includes decision frameworks, ROI models for tech adoption, and a member suitability matrix to help trustees and advisers navigate sector changes.
- Expert-Driven: Informed by independent research (University of Adelaide), industry benchmarks, and real-world case studies.
