SMSF assets

SMSF average assets

Over the five years to 30 June 2013, the average assets of SMSFs grew to $992,000. This represents a growth of 22% over the period. The median SMSF asset size was $559,000, an increase of 24% over the period. The rates of growth in average and median SMSF assets are consistent with that of SMSF member balances (see appendix 1, table 12).

The difference between the average and median asset figures reflects the number of SMSFs with over $1 million in assets. These have increased from 24% in 2009 to 30% in 2013 (see appendix 1, table 14).

For SMSFs established in 2009, the average assets were $302,000, compared to $346,000 for those established in 2013, an increase of 15%. Likewise, the median assets of SMSFs established in 2009 to 2013 were $171,000 and $213,000 respectively, an increase of 25% (see appendix 1, table 13).

    Last modified: 15 Dec 2014QC 43403