• SMSF rollovers

    Over the five years to 30 June 2012, $74.1 billion were rolled into SMSFs and $20.1 billion were rolled out of SMSFs (see appendix 1, table 4).

    On average funds reported $14.8 billion rolled into SMSFs and $4 billion rolled out of SMSFs annually.

    Our data does not distinguish between amounts rolled between SMSFs and amounts rolled to or from non-SMSFs. However, the net reported result is an inward rollover amount of $54 billion over the five years.

    Over the period the majority of amounts rolled in (66%) or rolled out (63%) involved SMSFs with assets of $500,000–$5 million.

      Last modified: 16 Dec 2013QC 37999