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 2015.

Total SMSF rollovers ($m)
	2010	2011	2012	2013	2014
Inward	13,778	15,579	16,109	16,755	15,625
Outward	4,215	4,180	3,808	4,305	5,026

Mean SMSF rollovers ($)
	2010	2011	2012	2013	2014
Inward	226,362	229,807	209,824	200,619	199,567
Outward	313,627	299,984	273,954	294,051	297,217

Median SMSF rollovers ($)
	2010	2011	2012	2013	2014
Inward	80,597	84,152	84,797	83,574	83,265
Outward	85,507	71,819	59,042	68,189	86,648

Inward rollovers, by fund size (% per year)
	2010	2011	2012	2013	2014
$1–$50k	0.75%	0.81%	0.94%	0.73%	0.54%
>$50k–$100k	1.73%	1.65%	1.96%	1.99%	1.72%
>$100k–$200k	5.34%	5.38%	6.80%	7.51%	7.35%
>$200k–$500k	17.51%	18.17%	20.89%	21.77%	21.63%
>$500k–$1m	22.89%	23.85%	25.47%	24.20%	24.08%
>$1m–$2m	23.03%	23.21%	22.37%	21.14%	21.57%
>$2m–$5m	20.20%	18.91%	14.91%	15.23%	16.37%
>$5m–$10m	5.79%	5.59%	4.75%	4.33%	4.86%
>$10m	2.77%	2.44%	1.90%	3.10%	1.87%

Outward rollovers, by fund size (% per year)
	2010	2011	2012	2013	2014
$1–$50k	7.52%	14.70%	22.96%	14.43%	13.66%
>$50k–$100k	2.48%	1.76%	2.04%	1.73%	2.17%
>$100k–$200k	2.30%	1.80%	2.34%	2.70%	2.96%
>$200k–$500k	7.39%	6.97%	7.45%	8.81%	7.86%
>$500k–$1m	15.33%	13.47%	13.42%	12.97%	13.80%
>$1m–$2m	22.93%	19.08%	17.68%	17.49%	18.97%
>$2m–$5m	27.75%	27.14%	21.23%	23.87%	25.65%
>$5m–$10m	9.64%	9.69%	10.22%	11.59%	11.12%
>$10m	4.66%	5.41%	2.66%	6.42%	3.81%

Last modified: 16 Dec 2015QC 47533