Self-managed super fund statistical report - September 2011

SMSF population table - annual data

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.

Windups include both those initiated by trustees and those as a result of ATO compliance and cleansing activity. Net establishments are calculated as establishments less windups.

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 2011 extrapolated from 2009-10 data.

The data was extracted on 12 October 2011.

	Jun-04	Jun-05	Jun-06	Jun-07	Jun-08	Jun-09	Jun-10	Jun-11
Establishments	30,369	22,962	24,520	45,279	31,161	32,193	29,316	32,199
Wind ups	4,740	5,034	4,989	5,211	6,532	8,415	13,184	2,320
Net establishments	25,629	17,928	19,531	40,068	24,629	23,778	16,132	29,879
Total number of SMSFs	270,570	288,498	308,029	348,743	373,960	397,723	412,846	442,607
Total members of SMSFs	522,173	556,931	591,554	665,377	702,110	755,466	777,347	833,307

Sections within Tables

• SMSF population table - annual data
• Population table - quarterly data
• Asset allocation tables ($m)
• Annual SMSF population analysis tables
• Membership sizes table
• Demographic table
• Member demographic table - age ranges
• Member demographic table - income ranges
• Total asset range table
• Average assets table ($)
• Flow of funds table ($m)
• September 2011 quarter establishment tables
• 2011 quarterly establishments demographic table - location
• 2011 quarterly establishments demographic table - age ranges
• 2011 quarterly establishments demographic table - income ranges