SMSF assets by payment phase
Over the five years to 30 June 2013, there were no significant shifts in the distribution of SMSFs by payment phase across asset ranges. On average, 49% of SMSFs in accumulation phase held assets of between $200,001 and $1 million, and 55% of SMSFs in pension phase held assets between $500,001 and $2 million.
In 2013, while 31% of SMSFs in accumulation phase held assets of $200,000 or less, only 7% of SMSFs in pension phase were within these asset ranges. Conversely, 21% of SMSFs in pension phase held assets of greater than $2 million, compared to only 7% of SMSFs in accumulation phase.
There was a similar proportion of SMSFs with assets of $200,001 and $2 million in each payment phase, of 62% and 72% respectively.