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  • Table 21: Average ROA, by fund size

    This table shows the average return on assets (ROA) of SMSFs by asset size. The ROA is calculated by determining the net earnings, and comparing this to average assets during the financial year to determine the percentage return on assets.

    These figures are estimates based on SMSF annual return form data.

    Average ROA, by fund size, by year

    Fund size

    2010

    2011

    2012

    2013

    2014

    $1–$50k

    -9.33%

    -8.46%

    -18.70%

    -17.13%

    -11.79%

    >$50k–$100k

    -1.69%

    -1.49%

    -9.92%

    -5.02%

    -2.27%

    >$100k–$200k

    2.15%

    2.11%

    -5.90%

    0.96%

    1.89%

    >$200–$500k

    4.95%

    4.86%

    -2.53%

    6.46%

    6.14%

    >$500k–$1m

    6.66%

    6.35%

    -0.41%

    9.35%

    8.44%

    >$1m–$2m

    7.65%

    7.25%

    0.69%

    10.69%

    9.70%

    >$2m

    9.33%

    9.44%

    1.48%

    11.65%

    11.32%
      Last modified: 16 Dec 2015QC 47533