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  • Table 21: Average ROA by fund size

    This table shows the average return on assets (ROA) of SMSFs by asset size. The ROA is calculated by determining the net earnings, and comparing this to average assets during the financial year to determine the percentage return on assets.

    These figures are estimates based on SMSF annual return form data.

    Average ROA by fund size by year

    Fund size

    2011

    2012

    2013

    2014

    2015

    $1–$50k

    −8.51%

    −18.72%

    −17.21%

    −12.13%

    −16.86%

    >$50k–$100k

    −1.51%

    −9.94%

    −5.09%

    −2.69%

    −6.58%

    >$100k–$200k

    2.11%

    −5.90%

    0.86%

    1.61%

    −0.53%

    >$200–$500k

    4.86%

    −2.52%

    6.39%

    5.93%

    2.53%

    >$500k–$1m

    6.36%

    −0.41%

    9.33%

    8.35%

    4.60%

    >$1m–$2m

    7.24%

    0.68%

    10.65%

    9.61%

    5.70%

    >$2m

    9.44%

    1.48%

    11.59%

    11.31%

    7.70%
      Last modified: 20 Dec 2016QC 50779