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

SMSF asset ranges

At 30 June 2009, 49% of SMSFs had assets between $200,000 and $1 million (see appendix 1, table 11). Generally over the years ended 30 June 2005 to 30 June 2009, the proportion of SMSF assets across asset ranges follow a very similar pattern to that of SMSF members.

Graph 14 shows that for the five year period, the proportion of SMSFs holding assets of less than $500,000 fell, while the proportion of SMSFs holding greater than $500,000 in assets rose.

Graph 14: SMSF asset sizes over 5 years

In contrast, Graph 15 compares the latest three years ended 30 June 2007 to 30 June 2009. The proportion of SMSFs with assets below $1 million rose (except those holding less than $50,000) while the proportion with assets above $1 million declined.

Graph 15: SMSF asset sizes over 3 years

Sections within SMSF assets

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