• 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 2014.

    Total SMSF rollovers ($m)

     

    2009

    2010

    2011

    2012

    2013

    Inward

    13,027

    13,811

    15,629

    16,195

    16,987

    Outward

    3,454

    4,228

    4,193

    3,802

    4,224

    Mean SMSF rollovers ($)

     

    2009

    2010

    2011

    2012

    2013

    Inward

    215,849

    226,626

    230,253

    210,742

    204,353

    Outward

    303,843

    314,007

    300,521

    274,489

    290,184

    Median SMSF rollovers ($)

     

    2009

    2010

    2011

    2012

    2013

    Inward

    74,960

    80,747

    84,418

    85,160

    86,546

    Outward

    85,000

    85,579

    72,000

    59,040

    68,710

     

    Inward rollovers, by fund size (% per year)

     

    2009

    2010

    2011

    2012

    2013

    $1–$50k

    0.79%

    0.75%

    0.81%

    0.92%

    0.68%

    >$50k–$100k

    1.87%

    1.72%

    1.63%

    1.93%

    1.91%

    >$100k–$200k

    5.26%

    5.33%

    5.35%

    6.76%

    7.40%

    >$200k–$500k

    17.80%

    17.50%

    18.18%

    20.85%

    21.91%

    >$500k–$1m

    23.64%

    22.90%

    23.86%

    25.56%

    24.56%

    >$1m–$2m

    23.69%

    23.00%

    23.23%

    22.46%

    21.27%

    >$2m–$5m

    19.51%

    20.21%

    18.89%

    14.89%

    15.30%

    >$5m–$10m

    5.46%

    5.80%

    5.61%

    4.70%

    4.02%

    >$10m

    2.00%

    2.77%

    2.45%

    1.92%

    2.95%

    Outward rollovers, by fund size (% per year)

     

    2009

    2010

    2011

    2012

    2013

    $1–$50k

    6.78%

    7.49%

    14.70%

    22.91%

    13.68%

    >$50k–$100k

    1.77%

    2.46%

    1.74%

    2.05%

    1.74%

    >$100k–$200k

    2.66%

    2.30%

    1.77%

    2.32%

    2.52%

    >$200k–$500k

    8.33%

    7.40%

    6.96%

    7.40%

    8.97%

    >$500k–$1m

    15.63%

    15.35%

    13.49%

    13.57%

    13.43%

    >$1m–$2m

    23.21%

    22.91%

    19.14%

    17.78%

    17.82%

    >$2m–$5m

    29.03%

    27.77%

    27.02%

    21.07%

    23.69%

    >$5m–$10m

    8.35%

    9.65%

    9.75%

    10.19%

    11.73%

    >$10m

    4.23%

    4.67%

    5.44%

    2.70%

    6.41%

      Last modified: 15 Dec 2014QC 43403