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  • Table 22: Average expense ratios by fund size

    This table shows average SMSF expense ratios by fund size. The operating expenses of an SMSF are calculated by summing various deduction labels from its income tax return. The total is then compared to its average assets to get a ratio of expenses to assets.

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

    Data from 2011 to 2015 is available in Appendix 1 XLS file.

    Average expense ratio by fund size 2015

    Fund size

    Administration and operating expenses

    Investment expenses

    Total expenses

    $1–$50k

    7.78%

    4.77%

    12.55%

    >$50k–$100k

    3.33%

    3.14%

    6.47%

    >$100k–$200k

    2.19%

    3.47%

    5.66%

    >$200k–$500k

    1.22%

    1.66%

    2.88%

    >$500k–$1m

    0.72%

    0.71%

    1.43%

    >$1m–$2m

    0.48%

    0.47%

    0.96%

    >$2m

    0.26%

    0.36%

    0.62%
      Last modified: 20 Dec 2016QC 50779