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

Ta ble 15: 2009 SMSF asset allocations by SMSFs in accumulation and pension phases

This table illustrates the proportion of assets held by accumulation and pension phase SMSFs, for each type of asset listed on the 2009 SMSF annual return.

These figures are estimates based on SMSF income tax and regulatory return form data.

Table 15: 2009 SMSF asset allocations by SMSFs in accumulation and pension phases

Sections within Appendix 1 - data tables

Last Modified: Thursday, 7 March 2013

Table of contents

Executive summary

Growth of the SMSF sector

SMSF management

Member demographics

Investment performance

Operating expenses

Appendix 1 - data tables

Table 1: Contribution flows

Table 2: Rollover flow (into and out of SMSFs)

Table 3: Yearly SMSF population and asset size

Table 4: SMSF age distribution

Table 5: SMSF trustee type

Table 6: Number of audits performed by approved auditors

Table 7: Number of SMSFs registered per tax agent

Table 8: SMSF member age ranges

Table 9: SMSF member age, balances and taxable income, contrasting with non-SMSF member taxable income

Table 10: Average and median asset sizes

Table 11: Asset ranges by fund and member size

Table 12: Average return on assets (ROA) by fund size

Table 13: 2009 SMSF asset allocations

Table 14: 2009 SMSF asset allocations by fund size

Table 15: 2009 SMSF asset allocations by SMSFs in accumulation and pension phases

Table 16: 2009 asset concentration

Table 17: 2009 asset concentrations by fund size

Table 18: 2009 asset concentrations by asset class

Table 19: Average operating expense ratios to assets by SMSF fund size

Table 20: Operating expense ratio ranges

Table 21: 2009 SMSF audit fees

Table 22: SMSF audit fee by ranges

Table 23: Types of contraventions reported to the ATO

Appendix 2 - data issues

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