ato logo
Search Suggestion:

Table 4: Rollover flow (into and out of SMSFs)

Last updated 15 December 2015

These tables show the total value of rollovers into and out of SMSFs during each financial year and the mean and median amount over those periods and by fund size.

These figures are estimates based on SMSF annual return form data. To ensure consistency, the total rollover figures used are those reported in the Self-managed super fund statistical report, June 2015.

Total SMSF rollovers ($m)

 

2010

2011

2012

2013

2014

Inward

13,778

15,579

16,109

16,755

15,625

Outward

4,215

4,180

3,808

4,305

5,026

Mean SMSF rollovers ($)

 

2010

2011

2012

2013

2014

Inward

226,362

229,807

209,824

200,619

199,567

Outward

313,627

299,984

273,954

294,051

297,217

Median SMSF rollovers ($)

  

2010

2011

2012

2013

2014

Inward

80,597

84,152

84,797

83,574

83,265

Outward

85,507

71,819

59,042

68,189

86,648

Inward rollovers, by fund size (% per year)

 

2010

2011

2012

2013

2014

$1–$50k

0.75%

0.81%

0.94%

0.73%

0.54%

>$50k–$100k

1.73%

1.65%

1.96%

1.99%

1.72%

>$100k–$200k

5.34%

5.38%

6.80%

7.51%

7.35%

>$200k–$500k

17.51%

18.17%

20.89%

21.77%

21.63%

>$500k–$1m

22.89%

23.85%

25.47%

24.20%

24.08%

>$1m–$2m

23.03%

23.21%

22.37%

21.14%

21.57%

>$2m–$5m

20.20%

18.91%

14.91%

15.23%

16.37%

>$5m–$10m

5.79%

5.59%

4.75%

4.33%

4.86%

>$10m

2.77%

2.44%

1.90%

3.10%

1.87%

Outward rollovers, by fund size (% per year)

 

2010

2011

2012

2013

2014

$1–$50k

7.52%

14.70%

22.96%

14.43%

13.66%

>$50k–$100k

2.48%

1.76%

2.04%

1.73%

2.17%

>$100k–$200k

2.30%

1.80%

2.34%

2.70%

2.96%

>$200k–$500k

7.39%

6.97%

7.45%

8.81%

7.86%

>$500k–$1m

15.33%

13.47%

13.42%

12.97%

13.80%

>$1m–$2m

22.93%

19.08%

17.68%

17.49%

18.97%

>$2m–$5m

27.75%

27.14%

21.23%

23.87%

25.65%

>$5m–$10m

9.64%

9.69%

10.22%

11.59%

11.12%

>$10m

4.66%

5.41%

2.66%

6.42%

3.81%

QC47533