Self-managed super funds: A statistical overview 2009-10

SMSF net flows

The overall net inflow into SMSFs was $146.1 billion during the five years to 30 June 2010. Graph 5 shows this was predominantly attributable to the surge in contributions in the year ended 30 June 2007.

Since 2007, there has been a decline in the net flow of money into SMSFs of $66.7 billion to $14.6 billion a year. This represents a fall of 78%, which is predominantly due to the fall in contributions. As a result, both net transfers and benefit payments, which remained relatively constant, had a greater affect on total net flows.

Prior to 2007, benefit payments as a percentage of total contributions were below 34% (2006), while for the years after 2007, they were between 55-80%.

Graph 5: Breakdown of SMSF fund flows

*Net fund flow = Total contributions + Net transfers (inward - outward rollovers) - Benefit payments

Sections within Growth of SMSF sector

• Growth in number of SMSFs
• Contributions to SMSFs
• SMSF Rollovers
• SMSF net flows