SMSF vs Industry Super Fund: Empowering or Problematic?

Are you starting to wonder whether your super fund is still right for you? Maybe you have heard friends rave about their self-managed super fund (SMSF), or perhaps you have watched your industry fund ride out market swings with calm consistency. Either way, it’s a question that nags many Australians approaching retirement: Should I take control of my super or let the professionals handle it?

Our financial advisory team unpacks the key differences between SMSFs and industry funds in 2025 to help you figure out what’s best for your future.

Control vs Convenience

The most obvious difference is control. SMSFs give you full decision-making power over your investments. You choose where your money goes – property, shares, term deposits, even collectibles (within strict ATO rules). That level of flexibility is appealing to experienced investors.

Industry super funds, on the other hand, offer set investment options managed by professionals. You can choose between risk profiles (conservative, balanced, growth) but that’s where your input ends. For many Australians, this structure provides peace of mind and simplicity.

Performance and Risk

According to the ATO, SMSFs with balances over $500,000 often perform comparably with industry funds. However, performance varies widely due to individual investment choices. Poorly managed SMSFs can underperform significantly, especially if members lack time or expertise.

In contrast, APRA-regulated industry super funds have historically delivered stable returns. The top-performing MySuper funds returned 9.2% in 2022-2023, despite a volatile market. They benefit from scale, buying power, and experienced investment managers.

Costs and Compliance

The Australian Securities and Investments Commission (ASIC) states that SMSFs with balances under $500,000 are generally more expensive to run than industry funds. Annual costs include audits, compliance, admin and financial advice. These costs can erode returns, especially for smaller balances.

Industry super funds offer competitive fees due to economies of scale. The average fee for a balanced industry super fund is around 0.85% per annum. Plus, compliance is handled in-house, no need for external auditing or trustee responsibilities.

Time, Effort and Responsibility

Running an SMSF is not a ‘set-and-forget’ strategy. You are legally responsible for compliance, reporting, investment strategy and keeping up with changing regulations. It can be rewarding, but it is also a commitment made easier by having a finance manager helping you.

Industry funds suit those who prefer a hands-off approach. With automatic reporting, built-in diversification and trustee duties taken care of, members can focus on their careers and family without added complexity.

When Is an SMSF Worth It?

An SMSF can be worth considering if:

  • You have a super balance of $500,000 or more
  • You want full investment control
  • You have the time, knowledge and interest to manage it
  • You are planning complex strategies like business property purchases

Otherwise, an industry fund may offer greater simplicity, reliability and value.

Chat to us about SMSF vs Industry Super Fund options for your best financial outcome. Book a free meeting now!

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