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Table 4: Rollover flow (into and out of SMSFs)

Last updated 19 December 2016

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 2016.

Total SMSF rollovers ($m)

 

2011

2012

2013

2014

2015

Inward

15,546

16,051

16,648

15,364

15,561

Outward

4,181

3,794

4,285

5,136

5,694

Mean SMSF rollovers ($)

 

2011

2012

2013

2014

2015

Inward

229,611

209,437

199,631

195,560

210,483

Outward

300,233

273,039

292,307

295,598

330,240

Median SMSF rollovers ($)

  

2011

2012

2013

2014

2015

Inward

84,050

84,630

83,233

81,273

82,337

Outward

71,769

58,820

67,485

84,909

97,784

Inward rollovers by fund size (% per year)

 

2011

2012

2013

2014

2015

$1–$50k

0.81%

0.95%

0.74%

0.60%

0.49%

>$50k–$100k

1.65%

1.97%

2.02%

1.81%

1.43%

>$100k–$200k

5.40%

6.82%

7.58%

7.59%

6.38%

>$200k–$500k

18.18%

20.94%

21.83%

21.77%

20.56%

>$500k–$1m

23.83%

25.45%

24.14%

23.79%

23.08%

>$1m–$2m

23.19%

22.34%

21.04%

21.20%

21.37%

>$2m–$5m

18.92%

14.89%

15.30%

16.41%

17.49%

>$5m–$10m

5.59%

4.74%

4.27%

4.94%

5.48%

>$10m

2.43%

1.90%

3.08%

1.89%

3.70%

 

Outward rollovers by fund size (% per year)

 

2011

2012

2013

2014

2015

$1–$50k

14.71%

22.90%

14.39%

13.89%

13.04%

>$50k–$100k

1.76%

2.06%

1.75%

2.37%

1.91%

>$100k–$200k

1.79%

2.36%

2.83%

3.03%

2.61%

>$200k–$500k

6.95%

7.48%

8.88%

7.87%

8.41%

>$500k–$1m

13.42%

13.43%

13.01%

13.67%

13.80%

>$1m–$2m

19.10%

17.66%

17.51%

18.64%

17.04%

>$2m–$5m

27.22%

21.25%

23.80%

25.38%

26.19%

>$5m–$10m

9.65%

10.21%

11.41%

11.50%

10.26%

>$10m

5.39%

2.65%

6.43%

3.64%

6.72%

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