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

    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 2013.

    Total SMSF rollovers ($m)
      2008 2009 2010 2011 2012

    Inward

    15,468

    13,056

    13,877

    15,740

    15,967

    Outward

    4,609

    3,460

    4,243

    4,235

    3,524

    Mean SMSF rollovers ($)
      2008 2009 2010 2011 2012

    Inward

    268,165

    216,053

    227,274

    231,994

    217,042

    Outward

    435,172

    304,377

    315,081

    301,891

    271,809

    Median SMSF rollovers ($)
      2008 2009 2010 2011 2012

    Inward

    83,093

    75,000

    81,140

    85,233

    90,306

    Outward

    113,894

    85,000

    85,881

    72,187

    58,674

    Inward rollovers, by fund size (% per year)
      2008 2009 2010 2011 2012

    $1- $50k

    0.54%

    0.78%

    0.73%

    0.79%

    0.81%

    >$50k - $100k

    1.23%

    1.86%

    1.72%

    1.58%

    1.87%

    >$100k - $200k

    4.04%

    5.25%

    5.31%

    5.29%

    6.67%

    >$200k - $500k

    14.88%

    17.80%

    17.49%

    18.11%

    21.12%

    >$500k - $1m

    22.01%

    23.65%

    22.92%

    23.88%

    26.01%

    >$1m - $2m

    24.59%

    23.69%

    23.01%

    23.31%

    22.69%

    >$2m - $5m

    21.98%

    19.50%

    20.22%

    18.96%

    14.49%

    >$5m - $10m

    7.40%

    5.46%

    5.83%

    5.62%

    4.57%

    >$10m

    3.33%

    2.00%

    2.78%

    2.45%

    1.78%

    Outward rollovers, by fund size (% per year)
      2008 2009 2010 2011 2012

    $1- $50k

    7.16%

    6.72%

    7.29%

    14.46%

    22.08%

    >$50k - $100k

    1.80%

    1.74%

    2.46%

    1.72%

    1.91%

    >$100k - $200k

    2.77%

    2.67%

    2.24%

    1.74%

    2.07%

    >$200k - $500k

    7.25%

    8.33%

    7.42%

    6.93%

    7.27%

    >$500k - $1m

    14.16%

    15.67%

    15.38%

    13.54%

    14.24%

    >$1m - $2m

    22.99%

    23.27%

    22.96%

    19.13%

    17.99%

    >$2m - $5m

    29.26%

    29.04%

    27.79%

    27.18%

    21.10%

    >$5m - $10m

    11.85%

    8.32%

    9.75%

    9.93%

    10.45%

    >$10m

    2.75%

    4.24%

    4.70%

    5.37%

    2.88%

      Last modified: 16 Dec 2013QC 37999