A Snapshot and Property the Australian Addiction
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A Snapshot; and Property, the Australian Addiction

3 Mar 2023, 1:30 am

Our industry – growing, contracting, and our prices are great value

The annual ATO overview of the SMSF industry is out, and here is a brief snapshot.

Growth

  • Total number of SMSFs is over 603,000 – up 4% year on year.
  • Over 2000 new SMSFs are being added each month.
  • They hold $868.7 Billion in funds – 26% of the entire industry.
  • The average asset size is $1.5M, the median asset size is $855,000.

Stability

  • 99% of SMSFs are administered by 13,800 tax agents with an average of 30 SMSFs each.

Contraction

  • 757 auditors left the industry last year, as the reality of auditor independence and the growing technical compliance burden hit hard.

Value

  • The average audit fee was $640; the median audit fee, $550.

Our prices represent excellent value.

Click for a full breakdown of the SMSF industry.  

 

Property and SMSFs – what strategies are we seeing?

I run an online educational training session on this topic on 5 April 2023.

It covers the innovative and compliant new SMSF strategies emerging in the start-up world, with particular focus on farming activities.

And of course, I have also covered off on exciting new announcements such as the proposed $3M cap.

Attendance attracts 1 CPD point.

Watch the recording and download the material here.

Enquire today

For an obligation-free chat about your world, what matters to your clients, and how we help, fill in the form or call 1300 874 787 to book a conversation with Joel.