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.
Fund size |
2011 |
2012 |
2013 |
2014 |
2015 |
|---|---|---|---|---|---|
$1–$50k |
−8.51% |
−18.72% |
−17.21% |
−12.13% |
−16.86% |
>$50k–$100k |
−1.51% |
−9.94% |
−5.09% |
−2.69% |
−6.58% |
>$100k–$200k |
2.11% |
−5.90% |
0.86% |
1.61% |
−0.53% |
>$200–$500k |
4.86% |
−2.52% |
6.39% |
5.93% |
2.53% |
>$500k–$1m |
6.36% |
−0.41% |
9.33% |
8.35% |
4.60% |
>$1m–$2m |
7.24% |
0.68% |
10.65% |
9.61% |
5.70% |
>$2m |
9.44% |
1.48% |
11.59% |
11.31% |
7.70% |