Contents of the report:

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Wealth management in Australia

This report explains the size, structure and evolution of Australia's wealth management and superannuation system. It highlights demographic trends, the historical development of compulsory superannuation, and how these factors helped build the growing superannuation and wealth market.

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Growth outlook

The long-term trends and trajectory in Australian-sourced funds under management, discussing the structural forces behind this growth, and how platforms and technology are reshaping distribution, lowering costs and expanding investor choice.

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Australian market size

Quantifying the national investment management market, including institutional, wholesale, platform, managed fund and superannuation segments. The report details asset allocation trends and provides tables and data on market share, flows and asset class performance.

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Key intermediaries

Outlines the critical role of asset consultants, research houses, platforms and financial advice groups in influencing capital allocation, while identifying market concentration and shifting market landscapes for each intermediary sector.

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Establishing and operating a managed investment scheme

The report outlines the regulatory and operational requirements for investment managers launching a managed investment scheme in Australia. It explains regulatory obligations to ASIC and APRA, the obligations of the Responsible Entity and trustees, plus considerations for how new entrants can outsource compliance and operations during the growth phase.