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Table 23: Expense ratios

Last updated 19 December 2016

These tables show the expense ratios and the distribution of SMSFs across various ranges of expense ratios.

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

Data for the distribution of SMSF’s across the ratio ranges from 2011 to 2015 is available in Appendix 1 – data tables in xls format.

Expense ratios by year

 

2011

2012

2013

2014

2015

Administration and operating expense ratio

0.32%

0.32%

0.51%

0.52%

0.50%

Investment expense ratio

0.31%

0.35%

0.55%

0.58%

0.60%

Total expense ratio

0.63%

0.67%

1.06%

1.10%

1.10%

Expense ratio ranges 2015

Ratio range

Administration and operating expenses

Investment expenses

Total expenses

<0.25%

21.0%

25.0%

12.6%

>0.25–0.5%

20.5%

10.9%

13.7%

>0.5–0.75%

13.5%

9.8%

10.6%

>0.75–1%

9.4%

8.3%

8.8%

>1–1.5%

12.7%

12.3%

14.0%

>1.5–2%

7.5%

6.9%

9.6%

>2–3%

7.2%

7.0%

10.3%

>3–5%

4.5%

6.4%

8.0%

>5%

3.6%

13.5%

12.4%

Total

100%

100%

100.0%

QC81294