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SMSF rollovers

Last updated 15 December 2015

Over the five years to 30 June 2014, $77.8 billion was rolled into SMSFs and $21.5 billion was rolled out of SMSFs (see appendix 1, table 4).

On average, funds reported $15.6 billion rolled into SMSFs and $4.3 billion rolled out of SMSFs annually.

Our data does not distinguish between amounts rolled between SMSFs and amounts rolled to or from non-SMSFs. However, the net reported result is an inward rollover amount of $56.3 billion over the five years.

Over the period, most inward rollovers (66%) involved SMSFs with assets of greater than $200,000 to $2 million. Funds with $100,000 to $200,000 and $200,000 to $500,000 in assets had the most growth in the proportion of inward rollover amounts, of 2% and 4% respectively over the period.

The majority of amounts rolled out (58%) involved SMSFs with assets of greater than $500,000 to $5 million.