These tables show the expense ratios and the distribution of SMSFs across various ranges of expense ratios.
These figures are estimates based on SMSF annual return form data.
Data for the distribution of SMSF’s across the ratio ranges from 2011 to 2015 is available in Appendix 1 – data tables in xls format.
|
2011 |
2012 |
2013 |
2014 |
2015 |
|---|---|---|---|---|---|
Administration and operating expense ratio |
0.32% |
0.32% |
0.51% |
0.52% |
0.50% |
Investment expense ratio |
0.31% |
0.35% |
0.55% |
0.58% |
0.60% |
Total expense ratio |
0.63% |
0.67% |
1.06% |
1.10% |
1.10% |
Ratio range |
Administration and operating expenses |
Investment expenses |
Total expenses |
|---|---|---|---|
<0.25% |
21.0% |
25.0% |
12.6% |
>0.25–0.5% |
20.5% |
10.9% |
13.7% |
>0.5–0.75% |
13.5% |
9.8% |
10.6% |
>0.75–1% |
9.4% |
8.3% |
8.8% |
>1–1.5% |
12.7% |
12.3% |
14.0% |
>1.5–2% |
7.5% |
6.9% |
9.6% |
>2–3% |
7.2% |
7.0% |
10.3% |
>3–5% |
4.5% |
6.4% |
8.0% |
>5% |
3.6% |
13.5% |
12.4% |
Total |
100% |
100% |
100.0% |