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

 
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SMSF net flows

The overall net inflow into SMSFs was $142.9 billion during the five years to 30 June 2009. Graph 5 shows that in all years, this is predominantly attributable to contributions made to SMSFs and in particular the surge in contributions in the year ended 30 June 2007.

Net transfers and benefits have tended to have limited impact on total SMSF flows. Up to 2007, annual net flows directly reflected the amount of contributions received. In the two years after 2007 however, benefit payments trended upwards at a faster rate, affecting total net flows.

Prior to 2007, benefit payments as a percentage of total contributions were between 30-40% (2004-2006), while after 2007, they were between 55-60% (2008-2009).7

Graph 5: Breakdown of SMSF fund flows

Graph 5: Breakdown of SMSF fund flows

Sections within Growth of the SMSF sector

Last Modified: Thursday, 7 March 2013

 
Table of contents
Introduction
Executive summary
Growth of the SMSF sector
SMSF management
Member demographics
SMSF assets
Investment performance
Operating expenses
Compliance
Appendix 1 - data tables
Appendix 2 - data issues
Footnotes
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