• Table 21: Average ROA, by fund size

    This table shows the average return on assets (ROA) of SMSFs by asset size. The ROA is calculated by determining the net earnings, and comparing this to average assets during the financial year to determine the percentage return on assets.

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

    Average ROA, by fund size, by year
    Fund size 2008 2009 2010 2011 2012

    $1–$50k

    –18.51%

    –20.39%

    –9.08%

    –9.10%

    –18.63%

    >$50k–$100k

    –13.96%

    –14.92%

    –1.76%

    –1.28%

    –9.77%

    >$100k–$200k

    –11.31%

    –11.75%

    2.18%

    2.22%

    –5.56%

    >$200 –$500k

    –8.93%

    –9.30%

    4.97%

    4.92%

    –2.37%

    >$500k –$1m

    –7.64%

    –7.58%

    6.69%

    6.37%

    0.18%

    >$1m –$2m

    –6.43%

    –6.24%

    7.65%

    7.27%

    1.25%

    >$2m

    –3.98%

    –5.67%

    9.35%

    9.47%

    2.25%

      Last modified: 16 Dec 2013QC 37999