These tables show the average and median SMSF fund asset sizes and member account balances at the end of each financial year, the average member balance by age and gender, and the closing balance for female members by balance range.
These figures are estimates based on SMSF annual return form data. To ensure consistency, the figures used in this table are those reported in the Self-managed super fund statistical report, June 2016.
|
2011 |
2012 |
2013 |
2014 |
2015 |
---|---|---|---|---|---|
Average assets per member |
485,682 |
475,698 |
510,136 |
551,217 |
589,636 |
Median assets per member |
282,608 |
275,313 |
299,407 |
325,542 |
354,882 |
Average assets per SMSF |
923,499 |
902,917 |
968,139 |
1,043,812 |
1,111,732 |
Median assets per SMSF |
506,539 |
493,348 |
535,274 |
581,710 |
631,077 |
Age range |
Female |
Male |
Total |
---|---|---|---|
< 25 |
41,691 |
40,446 |
41,041 |
25 – 34 |
61,820 |
75,456 |
68,794 |
35 – 44 |
114,075 |
156,109 |
134,782 |
45 – 49 |
196,602 |
260,161 |
227,911 |
50 – 54 |
303,593 |
394,808 |
349,476 |
55 – 59 |
482,070 |
627,856 |
555,954 |
60 – 64 |
666,634 |
822,349 |
746,596 |
65 – 69 |
807,284 |
923,159 |
869,336 |
70 – 74 |
876,126 |
1,005,739 |
949,728 |
75 – 84 |
897,981 |
1,006,876 |
965,329 |
85+ |
665,413 |
810,937 |
765,834 |
Unknown |
531,345 |
592,514 |
569,695 |
Additional data tables on historical data from 2011 to 2014 can be accessed in Appendix 1 XLS file.
Member balance range |
Female members |
% of female members |
---|---|---|
$0 |
24,931 |
6.2% |
>$0–$50k |
67,764 |
16.9% |
>$50k–$100k |
45,371 |
11.3% |
>$100k–$200k |
57,343 |
14.3% |
>$200k–$500k |
87,653 |
21.8% |
>$500k–$1m |
63,786 |
15.9% |
>$1m–$2m |
37,114 |
9.2% |
>$2m–$5m |
15,840 |
3.9% |
>$5m–$10m |
1,619 |
0.4% |
>$10m |
262 |
0.1% |
Total |
401,683 |
100% |
Additional data tables on historical data from 2011 to 2014 can be accessed in Appendix 1 XLS file.