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SMSF

SMSF vs an industry fund: which is right for you?

Donmont Capital · Financial advice for Australians

For most people the real super decision isn’t “which SMSF?” — it’s “should I run my own fund at all, or stay in a big industry fund?” Here’s a fair, side-by-side comparison.

At a glance

 SMSFIndustry fund
Who runs itYou, as trustee (ATO-regulated)Professional trustee (APRA-regulated)
Investment controlFull — direct shares, property, moreMenu of diversified options
Cost structureMostly fixed $ — efficient at high balancesPercentage-based — efficient at any balance
Time & responsibilityHigh — compliance sits with youMinimal — done for you
InsuranceYou arrange it (often dearer)Group cover, usually cheaper & easy
Compensation schemeNot coveredCovered for theft/fraud

Where the SMSF wins

Control and flexibility. If you want to hold direct property, business premises, or build a bespoke portfolio — and you have the balance and appetite for the responsibility — an SMSF can do things a fund can’t.

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Where the industry fund wins

Cost, simplicity and protection. A low-cost industry fund gives you professional management, cheap group insurance, the government compensation scheme, and no compliance burden — at a fee that’s competitive at any balance. For the large majority of Australians, that’s the better deal.

The honest rule of thumb: unless you have a substantial balance (often cited $200,000–$500,000+) and a specific investment reason and the time or budget to run it properly, a well-chosen industry fund usually wins on cost, effort and protection. Is an SMSF worth it for you?

Get a straight answer

This is a decision worth getting right — the setup cost and switching consequences aren’t trivial. A complimentary Donmont review compares your current fund against what an SMSF would realistically cost and deliver, so you decide with the full picture.

Frequently asked questions

Is an SMSF better than an industry fund?

Not for most people. An SMSF offers more control and can hold assets like direct property, but an industry fund is usually cheaper at any balance, includes cheap group insurance and the government compensation scheme, and carries no compliance burden.

At what balance does an SMSF beat an industry fund on cost?

Because SMSF costs are largely fixed, they tend to become cost-competitive only at larger balances - often cited around $200,000-$500,000+, depending on how the fund is run. Below that an industry fund is usually cheaper.

Are SMSFs covered by the compensation scheme?

No. SMSFs are not covered by the government's compensation scheme for theft or fraud that covers APRA-regulated funds like industry funds. Trustees bear that risk themselves.

Not sure which fund is right for you?

Get a complimentary, no-obligation review of your fees, performance and insurance from a licensed Donmont adviser.

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Sources & important information

General advice warning. This information is general in nature only and does not take into account your objectives, financial situation or needs. It is not personal financial advice. Before acting on it, consider whether it is appropriate for you and read any relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD). Consider seeking personal advice from a licensed financial adviser. Donmont Capital is an Authorised Representative (No. 1302126) of Gill & Co Advisory Pty Ltd (AFSL No. 551560).

Sources. Figures referenced are drawn from recognised public sources including the ASFA Retirement Standard, the Australian Taxation Office (ATO), APRA and ASIC’s Moneysmart. All figures are indicative and current only as at the periods stated; superannuation rules, thresholds, balances and returns change over time. Verify current figures with the original source before relying on them.

Calculators & estimates. Any calculator or projection here is a simplified estimate for general illustration only, relies on assumptions that may not reflect your situation, and is not a guarantee of future outcomes.

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