Self-managed superannuation funds: A statistical overview 2014-2015

Table 12: Average and median asset sizes

These tables show the average and median SMSF fund asset sizes and member account balances at the end of each financial year, the average member balance by age and gender, and the closing balance for female members by balance range.

These figures are estimates based on SMSF annual return form data. To ensure consistency, the figures used in this table are those reported in the Self-managed super fund statistical report, June 2016.

Average and median asset sizes
	2011	2012	2013	2014	2015
Average assets per member	485,682	475,698	510,136	551,217	589,636
Median assets per member	282,608	275,313	299,407	325,542	354,882
Average assets per SMSF	923,499	902,917	968,139	1,043,812	1,111,732
Median assets per SMSF	506,539	493,348	535,274	581,710	631,077

2015 Average member balance by age and gender
Age range	Female	Male	Total
< 25	41,691	40,446	41,041
25 – 34	61,820	75,456	68,794
35 – 44	114,075	156,109	134,782
45 – 49	196,602	260,161	227,911
50 – 54	303,593	394,808	349,476
55 – 59	482,070	627,856	555,954
60 – 64	666,634	822,349	746,596
65 – 69	807,284	923,159	869,336
70 – 74	876,126	1,005,739	949,728
75 – 84	897,981	1,006,876	965,329
85+	665,413	810,937	765,834
Unknown	531,345	592,514	569,695

Additional data tables on historical data from 2011 to 2014 can be accessed in Appendix 1 XLS file.

2015 Female SMSF members by closing balance range
Member balance range	Female members	% of female members
$0	24,931	6.2%
>$0–$50k	67,764	16.9%
>$50k–$100k	45,371	11.3%
>$100k–$200k	57,343	14.3%
>$200k–$500k	87,653	21.8%
>$500k–$1m	63,786	15.9%
>$1m–$2m	37,114	9.2%
>$2m–$5m	15,840	3.9%
>$5m–$10m	1,619	0.4%
>$10m	262	0.1%
Total	401,683	100%

Additional data tables on historical data from 2011 to 2014 can be accessed in Appendix 1 XLS file.

Last modified: 20 Dec 2016QC 50779