Class Benchmark Reports

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Class Annual Benchmark Report 2021

Understanding SMSF resilience in a time of constant change

The past year brought unprecedented change—the global pandemic transformed the way we live, collaborate, and connect. In order to adjust to the many disruptions, self-managed super fund owners have increasingly turned to accounting firms with robust technology solutions that solves their investment and retirement saving needs.

Accountants and financial advisers have shown resilience despite a year of constant change and increased industry regulation. The 2021 Class Annual Benchmark Report explores which key metrics matter the most and looks at various segments that make up the industry including industry size, company size, SMSF lodgment and contribution activities, demographics, investment trends and more. The report also showcases insights from leading Australian accounting firms who have now turned to digital and remote-enabled technologies to future-proof their firm.

Download the report to get one step closer to future-proofing your firm.

The Class Benchmark Report is a highly anticipated publication, enabling the SMSF and superannuation industries to remain informed with the latest sector trends.

John MaroneyChief Executive Officer, SMSF Association

Understanding the data for the [wealth accounting] sector will lead to innovation and evolved strategies for the future.

Andrew Russell Class CEO

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