• SMSF rollovers

    Over the five years to 30 June 2013, $75.6 billion was rolled into SMSFs and $19.9 billion was rolled out of SMSFs (see appendix 1, table 4).

    On average, funds reported $15.1 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 $55.7 billion over the five years.

    Over the period, the majority of amounts rolled in (65%) or rolled out (60%) involved SMSFs with assets of $500,000–$5 million.

      Last modified: 15 Dec 2014QC 43403