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SMSF asset by range

Last updated 15 December 2015

At 30 June 2014, 48% of SMSFs had assets of between $200,001 and $1 million, accounting for 24% of all SMSF assets (see appendix 1, table 14). Generally, over the five years to 30 June 2014, the proportion of SMSFs distributed across asset ranges followed a similar pattern to that of SMSF members by asset balances.

Over the period, majority SMSF assets were held by funds with assets between $1 million and $5 million, representing 54% of total SMSF assets.26 The proportion of SMSFs in these asset ranges gradually increased from 24% in 2010 to 29% in 2014. In 2014, only 2.6% of funds held assets of more than $5 million, representing a 1% increase of funds over the period.

The growth of total SMSF assets continues to show a shift of SMSFs towards the higher asset ranges. Graph 12 shows that for the five-year period, the proportion of SMSFs holding more than $500,000 in assets increased.

Graph 12: SMSF asset sizes, 2010–2014

SMSF asset sizes, 2010–2014

SMSFs established in the five years to 2014 have also moved to establish with higher opening asset balances. Of the SMSFs established in 2010, 46% held more than $200,000 in assets, increasing to 55% for those established in 2014. 26

26 Based on 2010 to 2014 SAR data