Self-managed super fund statistical report - September 2011

Total asset range table

This table shows an approximate distribution of the size of SMSFs as at the end of each financial year, in terms of total assets.

These figures are estimates based on SMSF income tax and regulatory return form data for the 2004 to 2007 financial years and SMSF annual return data for the 2008 to 2010 financial years. The data was extracted on 12 July 2011.

Asset Ranges	2003-04	2004-05	2005-06	2006-07	2007-08	2008-09	2009-10
$0-$50,000	15.0%	12.7%	11.0%	9.0%	9.7%	7.8%	6.8%
>$50,000-$100,000	10.7%	9.5%	8.1%	6.2%	6.4%	6.8%	5.9%
>$100,000-$200,000	16.7%	15.5%	14.1%	11.3%	11.7%	12.5%	11.5%
>$200,000-$500,000	28.2%	27.8%	27.1%	24.0%	24.7%	26.2%	25.9%
>$500,000-$1m	17.7%	19.4%	20.7%	21.6%	21.8%	22.2%	23.1%
>$1m-$2m	8.6%	10.6%	12.8%	16.8%	15.8%	15.4%	16.5%
>$2m-$5m	2.8%	3.9%	5.3%	9.3%	8.4%	7.8%	8.7%
>$5m-$10m	0.3%	0.4%	0.7%	1.5%	1.3%	1.1%	1.3%
>$10m	0.1%	0.1%	0.2%	0.3%	0.2%	0.2%	0.2%
Total	100%	100%	100%	100%	100%	100%	100%

Sections within Tables

• SMSF population table - annual data
• Population table - quarterly data
• Asset allocation tables ($m)
• Annual SMSF population analysis tables
• Membership sizes table
• Demographic table
• Member demographic table - age ranges
• Member demographic table - income ranges
• Total asset range table
• Average assets table ($)
• Flow of funds table ($m)
• September 2011 quarter establishment tables
• 2011 quarterly establishments demographic table - location
• 2011 quarterly establishments demographic table - age ranges
• 2011 quarterly establishments demographic table - income ranges