Self-managed super funds
We publish regular statistical reports for the self-managed super fund (SMSF) market. The contents of this report have been worked out following valuable feedback from the super industry.
The information in this report includes:
For more information about the figures used in this statistical report, see Statistics explanatory notes.
It is worth noting that most of the information in this report is estimated, and caution should be taken when using or presenting this data. The estimations have been based on the data provided by SMSFs reporting their financial position as at 30 June of the relevant financial year.
The SMSF population and asset allocation tables are updated on a quarterly basis. The next report will cover the period up to 30 June 2013 and should be available in August 2013. The remainder of the tables are updated annually when the June quarter updates are published.
If you would like to provide comments or have enquiries about this report, email us at SPR_smsfstats@ato.gov.au
This email address is only for comments and questions about published SMSF data.
Much of the information in the statistical tables is estimated based on data reported to us. Caution should be taken when using or presenting this data. The estimates have been based on data provided by SMSFs reporting their financial position as at 30 June of the relevant financial year.
To view the methodology we use to produce the SMSF statistics, refer to Self-managed super fund quarterly statistics methodology.
Rounding of figures may cause minor discrepancies to totals.
The SMSF population, asset allocation and establishment tables are updated on a quarterly basis with the remainder of the tables updated annually when the June quarter updates are published.
Quarterly reports (as at the end of March, June, September and December each year) will generally be published between one to two months after the end of the quarter.
From the June 2012 report, the 2010–11 annual return data has been incorporated into our estimation model. As a result, the estimates are a more accurate reflection of SMSF asset holdings.
In addition, the following improvements were made to this report:
Upgrades to our systems have provided an improved level of data integrity from June 2012. Both the system changes and ATO data cleansing activity resulted in changes to figures previously reported.
One result was an increase in the reported number of funds that have wound up, the majority of which are recorded as occurring in the June 2010 quarter. In turn, this resulted in a decrease in our estimate of the SMSF population over time.
On 19 December 2012, we released Self-managed superannuation funds – A statistical overview 2010-11. As the overview is based on historical data it will differ from the more recent data in this March 2013 quarter SMSF statistical report. The statistical overview incorporating 2011-12 data is anticipated to be released in December 2013.
The following tables contain details of the population growth and asset allocation of SMSFs. They include details of the number of SMSFs established or wound up during recent financial years (quarterly and annual data) and estimates of the amount of assets held by SMSFs for each type of asset. These tables are updated on a quarterly basis.
This table contains details of the number of SMSFs that were established or wound up during each financial year. Establishment date is the date when an SMSF is deemed by the super law to come into existence and can be different from the date the SMSF registers with us.
Wind ups include both those initiated by trustees and those as a result of ATO compliance and cleansing activity. Those initiated by the trustees refer to the year the fund actually winds up rather than the date this advice is received by us. Net establishments are calculated as establishments less wind ups.
Total number of SMSFs is calculated as the number of SMSFs as at the end of the previous financial year plus net establishments for the financial year.
The number of members of SMSFs is estimated based on SMSF return form data, with the estimates for June 2012 extrapolated from 2010–11 data.
The data was extracted on 8 April 2013.
Total number of SMSFs
Total members of SMSFs
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