SMSF assets by age of fund

For funds established in each of the last 10 years to 30 June 2013, the median asset value in the year of establishment was $198,000. The median asset values of these funds increased by 51% to $286,000 in their second year of operation, likely due to the delay in processing inward rollovers in the establishment year.

For more recent established funds in 2007 to 2013, the time taken to double their starting asset balance has increased to approximately four years, compared to the three years for funds established in 2006 and earlier years.

    Last modified: 15 Dec 2014QC 43403