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  • Table 4: Rollover flow (into and out of SMSFs)

    These tables show the total value of rollovers into and out of SMSFs during each financial year and the mean and median amount over those periods and by fund size.

    These figures are estimates based on SMSF annual return form data. To ensure consistency, the total rollover figures used are those reported in the Self-managed super fund statistical report, June 2016.

    Total SMSF rollovers ($m)

     

    2011

    2012

    2013

    2014

    2015

    Inward

    15,546

    16,051

    16,648

    15,364

    15,561

    Outward

    4,181

    3,794

    4,285

    5,136

    5,694

    Mean SMSF rollovers ($)

     

    2011

    2012

    2013

    2014

    2015

    Inward

    229,611

    209,437

    199,631

    195,560

    210,483

    Outward

    300,233

    273,039

    292,307

    295,598

    330,240

    Median SMSF rollovers ($)

      

    2011

    2012

    2013

    2014

    2015

    Inward

    84,050

    84,630

    83,233

    81,273

    82,337

    Outward

    71,769

    58,820

    67,485

    84,909

    97,784

    Inward rollovers by fund size (% per year)

     

    2011

    2012

    2013

    2014

    2015

    $1–$50k

    0.81%

    0.95%

    0.74%

    0.60%

    0.49%

    >$50k–$100k

    1.65%

    1.97%

    2.02%

    1.81%

    1.43%

    >$100k–$200k

    5.40%

    6.82%

    7.58%

    7.59%

    6.38%

    >$200k–$500k

    18.18%

    20.94%

    21.83%

    21.77%

    20.56%

    >$500k–$1m

    23.83%

    25.45%

    24.14%

    23.79%

    23.08%

    >$1m–$2m

    23.19%

    22.34%

    21.04%

    21.20%

    21.37%

    >$2m–$5m

    18.92%

    14.89%

    15.30%

    16.41%

    17.49%

    >$5m–$10m

    5.59%

    4.74%

    4.27%

    4.94%

    5.48%

    >$10m

    2.43%

    1.90%

    3.08%

    1.89%

    3.70%

      Last modified: 20 Dec 2016QC 50779