Self-managed superannuation funds: A statistical overview 2008-09

SMSF average assets

SMSF assets sustained a five year growth period to 30 June 2009, peaking in the year ended 30 June 2007 to almost $912,000, then falling 8.4% to almost $836,000 by 30 June 2009 (see appendix 1, table 10).

This compares to the median SMSF asset size by 30 June 2009 of approximately $471,000 (over $509,000 and $493,000 for 2007 and 2008 respectively).

The difference between the average and median asset figures reflects the number of SMSFs with over $1m in assets (25% in 2009).

As mentioned previously in relation to total SMSF asset growth, the fall in average and median SMSF assets (2008 and 2009) coincided with the global economic downturn.

Sections within SMSF assets

• SMSF average assets
• SMSF asset ranges
• SMSF asset allocation
• SMSF asset concentration