Self-managed super fund statistical report - March 2009
We publish regular statistical reports for the self-managed super fund (SMFS) market. The contents of this report have been worked out following valuable feedback from the super industry.
The information in this report includes:
SMSF population and asset allocation tables
population of SMSFs and members
asset allocation (break-up of assets into various classes)
Annual SMSF population analysis tables
asset allocation by asset value of the fund
membership sizes (SMSFs with 1, 2, 3 or 4 members)
demographics (state break-up of SMSFs, members and assets)
member demographics (age and income of members)
total asset ranges (distribution of the size of SMSFs)
average assets (per member and per SMSF)
flow of funds (contributions, transfers, benefits and expenses).
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 2009 and should be available in August 2009. The remainder of the tables are updated annually and will also be published at this time.
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