• Table 14: Asset ranges, by fund and member size

    These tables show the approximate distribution of SMSFs by fund asset sizes and by members’ account balances at the end of each financial year.

    These figures are estimates based on SMSF annual return form data. To ensure consistency, the percentages used in this table are those reported in the
    Self-managed super fund statistical report, June 2014.

    Asset range by fund size

    Asset range per SMSF

    2009

    2010

    2011

    2012

    2013

    $0–$50k

    7.5%

    6.4%

    6.5%

    7.1%

    6.7%

    >$50k–$100k

    7.1%

    6.5%

    5.9%

    5.8%

    5.0%

    >$100k–$200k

    12.7%

    12.2%

    11.5%

    11.5%

    10.4%

    >$200k–$500k

    26.2%

    26.0%

    25.4%

    25.5%

    24.8%

    >$500k–$1m

    22.1%

    22.7%

    22.9%

    22.9%

    23.4%

    >$1m–$2m

    15.3%

    16.1%

    16.9%

    16.5%

    17.6%

    >$2m–$5m

    7.7%

    8.5%

    9.1%

    8.8%

    9.9%

    >$5m–$10m

    1.1%

    1.3%

    1.6%

    1.5%

    1.8%

    >$10m

    0.2%

    0.3%

    0.3%

    0.3%

    0.4%

    Total

    100%

    100%

    100%

    100%

    100%

    Asset range by members' account balance

    Asset range per member

    2009

    2010

    2011

    2012

    2013

    >$0–$50k

    13.3%

    12.3%

    11.7%

    12.1%

    9.9%

    >$50k–$100k

    12.7%

    12.1%

    11.3%

    11.4%

    10.5%

    >$100k–$200k

    18.7%

    18.3%

    17.8%

    17.9%

    17.4%

    >$200k–$500k

    29.3%

    29.5%

    29.6%

    29.7%

    30.3%

    >$500k–$1m

    16.1%

    16.8%

    17.5%

    17.2%

    18.4%

    >$1m–$2m

    7.6%

    8.2%

    8.7%

    8.5%

    9.6%

    >$2m–$5m

    2.2%

    2.6%

    3.0%

    2.9%

    3.5%

    >$5m–$10m

    0.2%

    0.2%

    0.3%

    0.3%

    0.3%

    >$10m

    0.0%

    0.1%

    0.1%

    0.1%

    0.1%

    Total

    100%

    100%

    100%

    100%

    100%

      Last modified: 15 Dec 2014QC 43403