Tables

Population and asset allocation tables

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.

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.

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 2014 extrapolated from 2012–13 data.

The data was extracted on 9 July 2014.

SMSF population table – annual data
	Establishments	Windups	Net establishments	Total number of SMSFs	Total members of SMSFs
Jun–09	32,604	8,843	23,761	399,386	758,589
Jun–10	29,940	15,088	14,852	414,238	787,602
Jun–11	33,215	7,057	26,158	440,396	837,171
Jun–12	41,066	7,304	33,762	474,158	900,714
Jun–13	39,559	9,676	29,883	504,041	953,722
Jun–14	32,484	2,349	30,135	534,176	1,011,686

Population table – quarterly data

This table is similar to the SMSF population table – annual data. However, it contains details of the number of SMSFs that established or wound up in each quarter since the June 2009 quarter.

Quarterly establishments and wind–ups for recent quarters may be understated, because there is often a time lag between when this event occurs and when the ATO receives notification from the SMSF. In addition, recent quarter estimates of the total members of SMSFs are extrapolated from 2012–13 return form data.

The data was extracted on 9 July 2014.

	Establishments	Wind–ups	Net establishments	Total number of SMSFs	Total members of SMSFs
Jun–09	9,281	5,584	3,697	399,386	758,589
Sep–09	7,671	1,537	6,134	405,520	773,623
Dec–09	6,687	648	6,039	411,559	784,355
Mar–10	6,921	663	6,258	417,817	795,477
Jun–10	8,661	12,240	–3,579	414,238	787,602
Sep–10	8,526	658	7,868	422,106	805,199
Dec–10	7,617	622	6,995	429,101	817,646
Mar–11	7,465	683	6,782	435,883	829,704
Jun–11	9,607	5,094	4,513	440,396	837,171
Sep–11	10,591	935	9,656	450,052	858,328
Dec–11	8,923	509	8,414	458,466	873,328
Mar–12	9,878	636	9,242	467,708	889,795
Jun–12	11,674	5,224	6,450	474,158	900,714
Sep–12	11,542	1,677	9,865	484,023	918,490
Dec–12	9,903	694	9,209	493,232	934,996
Mar–13	8,592	833	7,759	500,991	948,879
Jun–13	9,522	6,472	3,050	504,041	953,722
Sep–13	9,291	829	8,462	512,503	972,827
Dec–13	7,903	390	7,513	520,016	986,311
Mar–14	7,599	465	7,134	527,150	999,106
Jun–14	7,691	665	7,026	534,176	1,011,686

Asset allocation tables ($m)

These tables contain estimates of the amount of assets held by SMSFs for each type of asset listed on the SMSF annual return. Tables also contain estimates of borrowings, other liabilities and total net Australian and overseas assets held by SMSFs.

See also:

To view the figures for June 2004 – June 2007, refer to Self–managed super fund statistical report – June 2012
For June 2008 figures, refer to Self–managed super fund statistical report – June 2013

The figures for June 2009 through to June 2013 are estimates based on return form data for those financial years, with estimates for June 2014 and recent quarters extrapolated from 2012–13 return form data. Each quarter, these estimates are updated as more return data becomes available. The estimates have been based on data provided by SMSFs reporting their financial position as at 30 June of the relevant financial year.

The following estimates relate to the total SMSF population, including funds established in the most recent quarter. This means that any changes in asset allocation figures from one quarter to another will be based on estimates for funds established in that quarter as well as estimates for all other SMSFs.

Changes were made to the 2012–13 SMSF annual return to improve reporting on assets held under limited recourse borrowing arrangements. This has resulted in better data collection and more accurate estimates for June 2013 and subsequent quarters that have been revised to incorporate actual 2013 data collection.

These estimates relate to the total SMSF population. The data was extracted on 9 July 2014.

	Listed trusts	Unlisted trusts	Insurance policy	Other managed investments	Cash and term deposits	Debt securities	Loans
Jun–09	17,935	30,110	192	15,521	93,828	1,876	2,391
Sep–09	20,441	34,317	208	17,484	95,909	1,917	2,425
Dec–09	21,609	36,278	213	18,015	97,385	1,947	2,453
Mar–10	22,418	37,637	216	18,754	98,945	1,978	2,497
Jun–10	17,284	34,278	178	17,679	96,258	2,202	2,550
Sep–10	18,069	35,835	184	18,800	97,833	2,238	2,581
Dec–10	18,760	37,205	187	19,587	99,976	2,287	2,610
Mar–11	19,285	38,246	189	20,327	102,445	2,344	2,673
Jun–11	16,621	37,258	161	19,458	114,664	2,774	2,894
Sep–11	15,681	35,151	157	18,482	116,808	2,826	2,922
Dec–11	15,983	35,827	159	18,987	119,321	2,887	2,940
Mar–12	16,962	38,022	167	20,468	122,290	2,959	2,972
Jun–12	14,662	37,933	173	18,288	136,799	3,659	3,091
Sep–12	15,378	39,787	179	19,343	138,550	3,706	3,132
Dec–12	16,204	41,924	180	20,243	140,493	3,758	3,143
Mar–13	17,095	44,229	185	21,435	142,890	3,822	3,169
Jun–13	17,748	41,916	184	22,129	150,236	4,800	3,232
Sep–13	18,965	44,791	191	23,754	151,708	4,847	3,266
Dec–13	19,780	46,716	196	24,924	153,347	4,899	3,292
Mar–14	20,334	48,024	199	25,413	155,297	4,962	3,320
Jun–14	20,700	48,888	200	25,587	157,856	5,043	3,358

	Listed shares	Unlisted shares	Limited recourse borrowing arrangements	Non–residential real property	Residential real property	Collectables and personal use assets	Other assets
Jun–09	92,630	4,191	497	35,960	11,522	530	11,262
Sep–09	112,977	4,252	508	38,111	12,211	537	11,423
Dec–09	117,492	4,300	516	40,944	13,119	543	11,553
Mar–10	120,094	4,377	524	43,104	13,811	553	11,762
Jun–10	111,194	4,332	755	41,129	13,126	617	11,116
Sep–10	120,685	4,385	768	41,356	13,198	625	11,253
Dec–10	126,805	4,433	784	42,420	13,538	632	11,377
Mar–11	132,124	4,540	804	43,015	13,727	647	11,652
Jun–11	125,910	4,731	1,404	47,658	14,638	712	12,398
Sep–11	111,789	4,778	1,430	47,612	14,624	719	12,519
Dec–11	114,841	4,807	1,461	48,143	14,787	723	12,595
Mar–12	125,606	4,859	1,497	49,530	15,213	731	12,731
Jun–12	119,359	5,182	2,473	53,638	16,121	541	12,106
Sep–12	129,806	5,250	2,505	54,184	16,285	548	12,265
Dec–12	139,017	5,268	2,540	56,161	16,879	550	12,308
Mar–13	150,945	5,312	2,583	57,517	17,287	555	12,409
Jun–13	149,948	5,642	8,314	56,614	17,038	440	12,381
Sep–13	165,064	5,701	8,395	58,674	17,659	445	12,511
Dec–13	170,784	5,748	8,486	61,684	18,564	449	12,612
Mar–14	174,797	5,796	8,594	63,688	19,167	452	12,717
Jun–14	177,617	5,863	8,735	64,953	19,548	458	12,865

	Overseas shares	Overseas non–residential real property	Overseas residential real property	Overseas managed investments	Other overseas assets
Jun–09	801	72	102	284	1,394
Sep–09	977	87	125	347	1,700
Dec–09	1,016	91	130	361	1,768
Mar–10	1,038	93	133	369	1,807
Jun–10	1,053	87	124	311	1,491
Sep–10	1,143	94	134	337	1,619
Dec–10	1,201	99	141	355	1,701
Mar–11	1,251	103	147	369	1,772
Jun–11	1,368	84	138	316	1,704
Sep–11	1,215	74	123	281	1,512
Dec–11	1,248	76	126	289	1,554
Mar–12	1,365	84	138	316	1,699
Jun–12	1,476	94	162	302	1,623
Sep–12	1,605	102	176	328	1,765
Dec–12	1,719	109	188	352	1,891
Mar–13	1,867	118	204	382	2,053
Jun–13	1,927	101	178	369	1,966
Sep–13	2,121	111	196	406	2,165
Dec–13	2,195	115	203	420	2,240
Mar–14	2,246	117	208	430	2,292
Jun–14	2,282	119	211	437	2,329

	Total Australian and overseas assets ($m)	Borrowings	Other Liabilities	Total net Australian and overseas assets ($m)
Jun–09	321,096	1,305	3,489	316,302
Sep–09	355,956	1,334	3,567	351,055
Dec–09	369,732	1,355	3,623	364,753
Mar–10	380,110	1,378	3,685	375,047
Jun–10	355,763	2,927	3,218	349,618
Sep–10	371,138	2,975	3,271	364,892
Dec–10	384,097	3,040	3,343	377,714
Mar–11	395,659	3,117	3,427	389,115
Jun–11	404,893	4,730	3,473	396,690
Sep–11	388,704	4,818	3,538	380,349
Dec–11	396,756	4,920	3,613	388,223
Mar–12	417,608	5,040	3,701	408,867
Jun–12	427,682	6,659	3,632	417,391
Sep–12	444,895	6,744	3,679	434,473
Dec–12	462,927	6,839	3,730	452,358
Mar–13	484,057	6,957	3,795	473,305
Jun–13	495,163	9,221	3,773	482,169
Sep–13	520,970	9,312	3,810	507,849
Dec–13	536,653	9,412	3,851	523,389
Mar–14	548,052	9,534	3,901	534,618
Jun–14	557,050	9,695	3,967	543,388

Annual SMSF population analysis tables

The following tables contain demographic information of SMSFs, as well as individual members, as at 30 June 2014. They also include a more detailed analysis of asset allocation of SMSFs, as well as estimates of the total amount of ‘flows’ into and out of SMSFs. These tables are updated on an annual basis, when the June quarter updates are published.

Asset allocation by asset value of the fund table

This table contains the approximate distribution of assets held by SMSFs of different size, based on total fund assets. These tables are based on actual return data for the 2009 through to 2013 financial years.

See also:

To view the figures for June 2004 – June 2007, refer to Self–managed super fund statistical report – June 2012
For June 2008 figures, refer to Self–managed super fund statistical report – June 2013

The data provided by SMSFs is reporting their financial position as at 30 June of the relevant financial year.

The data was extracted on 9 July 2014.

Asset value ranges of funds – 2009
	$1–$50k	>$50–$100k	>$100–150k	>$150–200k	>$200–$500k	>$500k–$1m	>$1–$2m	>$2–$5m	>$5–$10m	>$10m
Listed trusts	2.68%	4.15%	5.33%	5.97%	6.54%	6.49%	5.73%	5.02%	4.84%	3.68%
Unlisted trusts	2.60%	4.48%	5.67%	6.23%	7.14%	7.87%	8.56%	10.06%	13.54%	16.72%
Insurance policy	0.09%	0.12%	0.08%	0.09%	0.07%	0.07%	0.06%	0.07%	0.04%	0.01%
Other managed investments	2.83%	3.82%	4.52%	5.14%	5.45%	5.40%	4.82%	4.44%	3.94%	5.45%
Cash and term deposits	49.81%	42.89%	37.96%	36.17%	31.49%	30.03%	29.73%	28.43%	25.75%	21.81%
Debt securities	0.17%	0.19%	0.26%	0.27%	0.38%	0.50%	0.53%	0.69%	0.74%	1.08%
Loans	2.45%	2.09%	1.71%	1.02%	0.83%	0.56%	0.61%	0.67%	0.90%	1.73%
Listed shares	25.79%	29.63%	30.68%	30.57%	30.70%	30.04%	29.00%	27.82%	27.31%	26.76%
Unlisted shares	1.92%	2.07%	1.87%	1.61%	1.20%	1.06%	1.07%	1.34%	1.71%	2.72%
Derivatives and instalment warrants	0.17%	0.32%	0.36%	0.36%	0.25%	0.17%	0.12%	0.10%	0.17%	0.19%
Non residential real property	0.64%	1.82%	3.27%	4.36%	7.18%	9.56%	11.75%	13.54%	13.67%	10.97%
Residential real property	0.26%	0.87%	1.65%	2.22%	3.83%	4.08%	4.00%	3.57%	2.56%	1.99%
Artwork, collectibles, metal or jewels	0.86%	0.77%	0.54%	0.44%	0.26%	0.16%	0.15%	0.13%	0.09%	0.14%
Other assets	8.68%	5.74%	5.23%	4.75%	3.99%	3.39%	3.19%	3.32%	3.52%	4.60%
Overseas shares	0.32%	0.28%	0.22%	0.25%	0.18%	0.16%	0.19%	0.25%	0.45%	0.78%
Overseas non– residential real property	0.03%	0.04%	0.03%	0.03%	0.02%	0.02%	0.02%	0.02%	0.04%	0.06%
Overseas residential real property	0.07%	0.10%	0.10%	0.05%	0.05%	0.03%	0.03%	0.03%	0.00%	0.01%
Overseas managed investments	0.12%	0.10%	0.09%	0.08%	0.06%	0.05%	0.08%	0.10%	0.10%	0.29%
Other overseas assets	0.52%	0.53%	0.45%	0.39%	0.37%	0.36%	0.37%	0.42%	0.63%	1.01%
Total	100%	100%	100%	100%	100%	100%	100%	100%	100%	100%

Asset value ranges of funds – 2010
	$1–$50k	>$50–$100k	>$100–150k	>$150–200k	>$200–$500k	>$500k–$1m	>$1–$2m	>$2–$5m	>$5–$10m	>$10m
Listed trusts	2.27%	3.56%	4.65%	5.14%	5.73%	5.69%	5.03%	4.47%	3.98%	3.27%
Unlisted trusts	2.54%	4.38%	5.78%	6.60%	7.45%	7.99%	8.81%	10.25%	13.33%	15.87%
Insurance policy	0.06%	0.11%	0.06%	0.08%	0.06%	0.05%	0.05%	0.06%	0.02%	0.02%
Other managed investments	2.47%	3.41%	4.35%	4.96%	5.46%	5.37%	5.10%	4.78%	4.32%	4.56%
Cash and term deposits	52.44%	43.90%	39.00%	35.68%	30.58%	28.66%	27.70%	25.70%	22.98%	19.52%
Debt securities	0.17%	0.23%	0.23%	0.26%	0.38%	0.54%	0.61%	0.69%	0.80%	0.88%
Loans	2.42%	2.18%	1.67%	1.26%	0.82%	0.56%	0.60%	0.60%	0.85%	1.64%
Listed shares	24.47%	29.89%	31.16%	32.29%	32.13%	31.93%	31.47%	30.71%	30.47%	30.74%
Unlisted shares	2.02%	2.11%	1.76%	1.67%	1.12%	0.96%	0.99%	1.22%	1.69%	2.26%
Derivatives and instalment warrants	0.15%	0.27%	0.32%	0.37%	0.32%	0.25%	0.17%	0.14%	0.22%	0.39%
Non residential real property	0.64%	1.78%	3.17%	4.18%	7.46%	9.86%	11.80%	13.83%	14.04%	11.61%
Residential real property	0.33%	0.78%	1.55%	2.13%	4.08%	4.44%	4.08%	3.57%	2.74%	1.84%
Artwork, collectibles, metal or jewels	0.81%	0.84%	0.63%	0.51%	0.29%	0.18%	0.16%	0.13%	0.09%	0.13%
Other assets	8.22%	5.51%	4.74%	4.06%	3.36%	2.86%	2.72%	3.01%	3.30%	5.15%
Overseas shares	0.30%	0.34%	0.26%	0.27%	0.23%	0.19%	0.22%	0.29%	0.44%	0.98%
Overseas non– residential real property	0.07%	0.05%	0.02%	0.03%	0.02%	0.01%	0.02%	0.02%	0.03%	0.13%
Overseas residential real property	0.06%	0.09%	0.14%	0.07%	0.05%	0.04%	0.04%	0.03%	0.01%	0.03%
Overseas managed investments	0.10%	0.08%	0.07%	0.07%	0.07%	0.05%	0.08%	0.09%	0.12%	0.21%
Other overseas assets	0.47%	0.47%	0.46%	0.38%	0.39%	0.37%	0.36%	0.41%	0.55%	0.77%
Total	100%	100%	100%	100%	100%	100%	100%	100%	100%	100%

Asset value ranges of funds – 2011
	$1–$50k	>$50–$100k	>$100–150k	>$150–200k	>$200–$500k	>$500k–$1m	>$1–$2m	>$2–$5m	>$5–$10m	>$10m
Listed trusts	1.90%	2.81%	3.61%	4.18%	4.65%	4.76%	4.23%	3.89%	3.80%	2.56%
Unlisted trusts	2.49%	4.29%	5.71%	6.16%	7.03%	7.41%	8.31%	9.67%	12.12%	15.70%
Insurance policy	0.06%	0.10%	0.05%	0.06%	0.05%	0.04%	0.04%	0.05%	0.03%	0.00%
Other managed investments	2.15%	3.23%	3.95%	4.62%	5.08%	5.21%	4.88%	4.61%	4.70%	4.31%
Cash and term deposits	54.82%	46.94%	42.47%	39.28%	33.12%	30.64%	29.27%	26.76%	23.32%	20.75%
Debt securities	0.15%	0.24%	0.26%	0.29%	0.42%	0.61%	0.71%	0.73%	0.78%	1.01%
Loans	2.22%	2.09%	1.60%	1.24%	0.76%	0.51%	0.59%	0.60%	0.89%	1.66%
Listed shares	22.95%	27.50%	29.06%	30.19%	30.71%	30.99%	31.22%	31.20%	31.41%	31.36%
Unlisted shares	1.93%	2.17%	1.81%	1.60%	1.05%	0.85%	0.93%	1.17%	1.57%	2.32%
Derivatives and instalment warrants	0.17%	0.27%	0.35%	0.50%	0.56%	0.38%	0.25%	0.25%	0.34%	0.81%
Non residential real property	0.70%	1.81%	3.12%	4.32%	7.63%	10.24%	11.94%	13.74%	14.04%	11.71%
Residential real property	0.40%	0.87%	1.46%	2.06%	4.54%	4.66%	4.00%	3.41%	2.37%	1.50%
Artwork, collectibles, metal or jewels	1.01%	0.98%	0.84%	0.60%	0.33%	0.19%	0.16%	0.13%	0.11%	0.09%
Other assets	7.92%	5.50%	4.67%	3.97%	3.26%	2.81%	2.76%	2.96%	3.35%	4.04%
Overseas shares	0.37%	0.34%	0.29%	0.31%	0.26%	0.22%	0.23%	0.31%	0.49%	1.15%
Overseas non– residential real property	0.06%	0.06%	0.05%	0.02%	0.03%	0.02%	0.02%	0.02%	0.03%	0.04%
Overseas residential real property	0.13%	0.16%	0.15%	0.10%	0.07%	0.04%	0.03%	0.02%	0.02%	0.01%
Overseas managed investments	0.08%	0.06%	0.08%	0.06%	0.06%	0.06%	0.07%	0.08%	0.11%	0.13%
Other overseas assets	0.48%	0.57%	0.48%	0.42%	0.40%	0.35%	0.36%	0.40%	0.53%	0.84%
Total	100%	100%	100%	100%	100%	100%	100%	100%	100%	100%

Asset value ranges of funds – 2012
	$1–$50k	>$50–$100k	>$100–150k	>$150–200k	>$200–$500k	>$500k–$1m	>$1–$2m	>$2–$5m	>$5–$10m	>$10m
Listed trusts	1.77%	2.40%	2.89%	3.48%	3.81%	3.87%	3.52%	3.32%	3.08%	2.37%
Unlisted trusts	2.43%	3.95%	5.23%	5.96%	6.53%	6.91%	7.87%	9.41%	12.51%	15.56%
Insurance policy	0.05%	0.06%	0.05%	0.03%	0.03%	0.03%	0.04%	0.05%	0.05%	0.01%
Other managed investments	1.93%	2.71%	3.29%	4.07%	4.43%	4.52%	4.38%	4.20%	4.22%	3.64%
Cash and term deposits	55.51%	50.13%	47.41%	44.30%	37.36%	34.77%	33.22%	30.05%	26.06%	22.90%
Debt securities	0.15%	0.21%	0.35%	0.30%	0.55%	0.77%	0.85%	0.93%	1.07%	1.14%
Loans	1.77%	1.79%	1.42%	1.15%	0.73%	0.52%	0.59%	0.61%	0.96%	1.76%
Listed shares	22.57%	25.52%	26.21%	27.29%	27.69%	27.92%	28.09%	28.05%	27.98%	27.31%
Unlisted shares	1.88%	2.15%	1.92%	1.44%	1.10%	0.93%	0.94%	1.19%	1.65%	2.54%
Limited recourse borrowing arrangements	0.05%	0.16%	0.30%	0.42%	0.86%	0.68%	0.48%	0.40%	0.55%	1.30%
Non residential real property	0.69%	1.70%	2.91%	4.07%	8.00%	10.76%	12.59%	14.67%	15.29%	13.82%
Residential real property	0.46%	1.01%	1.49%	2.02%	4.77%	4.98%	4.13%	3.51%	2.36%	1.62%
Collectables and personal use assets	0.65%	0.61%	0.55%	0.40%	0.21%	0.14%	0.12%	0.08%	0.09%	0.10%
Other assets	9.07%	6.34%	4.93%	4.19%	3.17%	2.55%	2.49%	2.71%	3.04%	3.87%
Overseas shares	0.37%	0.36%	0.36%	0.32%	0.27%	0.23%	0.24%	0.33%	0.52%	1.09%
Overseas non– residential real property	0.06%	0.05%	0.03%	0.04%	0.02%	0.02%	0.02%	0.02%	0.03%	0.04%
Overseas residential real property	0.11%	0.22%	0.14%	0.11%	0.08%	0.05%	0.03%	0.02%	0.02%	0.02%
Overseas managed investments	0.05%	0.06%	0.05%	0.05%	0.05%	0.05%	0.06%	0.07%	0.10%	0.15%
Other overseas assets	0.42%	0.56%	0.49%	0.38%	0.34%	0.31%	0.34%	0.37%	0.42%	0.77%
Total	100%	100%	100%	100%	100%	100%	100%	100%	100%	100%

Asset value ranges of funds – 2013
	$1–$50k	>$50–$100k	>$100–150k	>$150–200k	>$200–$500k	>$500k–$1m	>$1–$2m	>$2–$5m	>$5–$10m	>$10m
Listed trusts	1.67%	2.13%	2.46%	3.03%	3.74%	4.05%	3.91%	3.48%	3.22%	2.30%
Unlisted trusts	2.21%	3.88%	4.89%	5.52%	5.88%	6.44%	7.46%	8.96%	11.43%	14.75%
Insurance policy	0.01%	0.03%	0.03%	0.02%	0.03%	0.03%	0.05%	0.04%	0.04%	0.01%
Other managed investments	1.23%	2.16%	2.71%	3.26%	4.17%	4.50%	4.63%	4.54%	4.49%	4.33%
Cash and term deposits	56.39%	52.13%	51.24%	48.30%	37.76%	33.71%	31.70%	28.20%	24.53%	20.13%
Debt securities	0.10%	0.15%	0.26%	0.30%	0.52%	0.76%	0.95%	1.05%	1.29%	1.48%
Loans	1.39%	1.62%	1.28%	1.00%	0.62%	0.47%	0.50%	0.57%	0.81%	1.71%
Listed shares	22.02%	23.86%	23.94%	25.19%	27.07%	28.94%	30.62%	31.53%	31.95%	29.84%
Unlisted shares	1.90%	2.11%	1.74%	1.45%	0.97%	0.79%	0.81%	0.97%	1.44%	3.70%
Limited recourse borrowing arrangements	0.11%	0.31%	0.56%	0.76%	3.16%	2.57%	1.34%	1.05%	1.27%	2.74%
Non residential real property	0.86%	1.69%	2.88%	4.00%	7.75%	9.94%	11.29%	13.13%	13.36%	12.10%
Residential real property	0.70%	1.25%	1.61%	2.01%	4.60%	4.72%	3.72%	3.16%	2.20%	1.54%
Collectables and personal use assets	0.55%	0.64%	0.42%	0.35%	0.17%	0.10%	0.07%	0.06%	0.06%	0.05%
Other assets	9.82%	6.77%	4.96%	3.82%	2.78%	2.29%	2.22%	2.37%	2.67%	3.26%
Overseas shares	0.45%	0.42%	0.36%	0.32%	0.30%	0.26%	0.28%	0.37%	0.57%	1.04%
Overseas non– residential real property	0.04%	0.07%	0.04%	0.03%	0.02%	0.01%	0.01%	0.02%	0.02%	0.10%
Overseas residential real property	0.08%	0.23%	0.22%	0.17%	0.08%	0.05%	0.04%	0.02%	0.01%	0.02%
Overseas managed investments	0.03%	0.05%	0.04%	0.04%	0.04%	0.05%	0.06%	0.07%	0.13%	0.16%
Other overseas assets	0.44%	0.51%	0.37%	0.42%	0.32%	0.30%	0.33%	0.41%	0.51%	0.77%
Total	100%	100%	100%	100%	100%	100%	100%	100%	100%	100%

Membership sizes table

This table contains an approximate distribution of the number of members in SMSFs as at the end of each financial year for the 2009 through to the 2013 years. These figures are based on SMSF annual return data.

See also:

To view the figures for June 2004 – June 2007, refer to Self–managed super fund statistical report – June 2012
For June 2008 figures, refer to Self–managed super fund statistical report – June 2013

The data was extracted on 9 July 2014.

Proportion of funds (%)
Number of members	2008–09	2009–10	2010–11	2011–12	2012–13
1	23.2%	22.8%	22.8%	22.7%	22.6%
2	67.7%	68.3%	68.6%	69.0%	69.5%
3	4.5%	4.4%	4.2%	4.1%	3.9%
4	4.6%	4.5%	4.4%	4.3%	4.1%

Demographic table

This table contains estimates of the proportion of funds, members and assets located across the different states and territories of Australia.

'State' refers to the state or territory that the fund is administered, not necessarily where the members live.

These figures are estimates based on SMSF annual return data for the 2009 to 2013 financial years.

See also:

To view the figures for June 2004 – June 2007, refer to Self–managed super fund statistical report – June 2012
For June 2008 figures, refer to Self–managed super fund statistical report – June 2013

The data was extracted on 9 July 2014.

Funds
	2008–09	2009–10	2010–11	2011–12	2012–13
ACT	1.8%	1.8%	1.8%	1.8%	1.8%
NSW	31.5%	31.5%	31.6%	31.7%	31.8%
NT	0.2%	0.2%	0.2%	0.2%	0.2%
QLD	17.1%	17.0%	16.8%	16.6%	16.4%
SA	7.2%	7.2%	7.1%	7.2%	7.0%
TAS	1.5%	1.4%	1.4%	1.4%	1.4%
VIC	29.6%	29.8%	30.5%	30.7%	31.1%
WA	11.2%	11.1%	10.6%	10.4%	10.3%

Members
	2008–09	2009–10	2010–11	2011–12	2012–13
ACT	1.8%	1.8%	1.8%	1.8%	1.8%
NSW	31.6%	31.6%	31.7%	31.8%	31.9%
NT	0.2%	0.2%	0.2%	0.2%	0.2%
QLD	17.2%	17.1%	16.9%	16.6%	16.5%
SA	7.2%	7.2%	7.2%	7.2%	7.0%
TAS	1.4%	1.4%	1.4%	1.4%	1.3%
VIC	29.4%	29.7%	30.3%	30.6%	31.0%
WA	11.1%	11.1%	10.6%	10.4%	10.3%

Assets
	2008–09	2009–10	2010–11	2011–12	2012–13
ACT	1.8%	1.8%	1.7%	1.8%	1.9%
NSW	32.1%	32.0%	32.2%	32.3%	32.6%
NT	0.2%	0.2%	0.2%	0.2%	0.2%
QLD	17.2%	17.0%	16.6%	16.4%	16.1%
SA	7.0%	7.1%	7.1%	7.2%	7.0%
TAS	1.3%	1.3%	1.3%	1.3%	1.2%
VIC	30.0%	30.1%	30.6%	30.8%	31.3%
WA	10.5%	10.6%	10.3%	10.0%	9.7%

Member demographic table – age ranges

This table contains an approximate age distribution of individuals who were members of SMSFs as at the end of June 2014. The data behind this table was extracted on 9 July 2014 and is an estimate based on Australian Business Register (ABR) data.

In the table below, ".." indicates the proportion has been rounded to zero, but is not equal to zero.

Age ranges	Male	Female	Total
<25	1.3%	1.3%	1.3%
25–34	4.1%	4.1%	4.1%
35–44	12.0%	13.9%	12.9%
45–54	22.8%	25.3%	24.0%
55–64	31.4%	32.9%	32.1%
>64	28.5%	22.5%	25.7%
Unknown	..	..	..
Total	100%	100%	100%
All ages	52.8%	47.2%	100%

Member demographic table – income ranges

This table contains an approximate distribution of the taxable income of individuals who were SMSF members as at the end of June 2014. The data was extracted on 9 July 2014 and is an estimate based on ABR data and the member’s most recently lodged personal tax return.

Income ranges	Male	Female	Total
$0–$20,000	19.8%	26.6%	23.0%
>$20,000–$40,000	16.7%	21.7%	19.1%
>$40,000–$60,000	11.4%	13.8%	12.5%
>$60,000–$80,000	11.2%	11.0%	11.1%
>$80,000–$100,000	8.0%	6.9%	7.5%
>$100,000–$150,000	11.1%	7.2%	9.3%
>$150,000–$200,000	6.9%	4.4%	5.7%
>$200,000–$500,000	8.5%	3.7%	6.2%
>$500,000	2.8%	0.9%	1.9%
Unknown	3.6%	3.9%	3.7%
Total	100%	100%	100%

Total asset range table

This table shows an approximate distribution of the size of SMSFs as at the end of each financial year, in terms of total assets.

These figures are estimates based on SMSF annual return data for the 2009 to 2013 financial years.

See also:

To view the figures for June 2004 – June 2007, refer to Self–managed super fund statistical report – June 2012
For June 2008 figures, refer to Self–managed super fund statistical report – June 2013

The data was extracted on 9 July 2014.

Proportion of funds (%)
Asset ranges	2008–09	2009–10	2010–11	2011–12	2012–13
$0–$50,000	8.2%	7.7%	7.1%	7.2%	6.7%
>$50,000–$100,000	7.1%	6.5%	5.8%	5.9%	5.1%
>$100,000–$150,000	6.6%	6.3%	5.9%	6.0%	5.4%
>$150,000–$200,000	6.0%	5.7%	5.5%	5.5%	5.1%
>$200,000–$500,000	26.1%	25.6%	25.2%	25.5%	24.7%
>$500,000–$1m	21.9%	22.4%	22.7%	22.9%	23.4%
>$1m–$2m	15.1%	15.9%	16.8%	16.5%	17.6%
>$2m–$5m	7.7%	8.4%	9.0%	8.8%	9.9%
>$5m–$10m	1.1%	1.3%	1.6%	1.5%	1.8%
>$10m	0.2%	0.3%	0.3%	0.3%	0.4%
Total	100%	100%	100%	100%	100%

Average and median assets table ($)

This table approximates the average and median assets per SMSF member and per SMSF at the end of each financial year.

These figures are estimates based on SMSF annual return data for the 2009 to 2013 financial years.

See also:

Self–managed super fund statistical report – June 2012 – to view figures for June 2004 – June 2007.
Self–managed super fund statistical report – June 2013 – to view figures for June 2008.

The data was extracted on 9 July 2014.

	2008–09	2009–10	2010–11	2011–12	2012–13
Average assets per member	426,890	455,755	488,536	480,586	523,814
Median assets per member	251,729	268,612	285,305	279,793	313,003
Average assets per SMSF	811,595	868,184	929,145	912,450	992,107
Median assets per SMSF	452,027	482,504	511,264	501,529	558,870

Flow of funds table ($m)

This table shows estimates of the total amount of ‘flows’ into and out of SMSFs during each financial year. It contains totals relating to the following:

contributions – member, employer and other
transfers – inward and outward
benefits payments
administration and investment expenses.

Changes were made to the 2012–13 SMSF annual return to collect both deductions and non–deductible expenses. The administration and investment expense figures for 2013 onwards incorporates deductible and non–deductible expenses data.

These figures are estimates based on SMSF annual return data for the 2009 to 2013 financial years.

See also:

Self–managed super fund statistical report – June 2012 – to view figures for June 2004 – June 2007.
Self–managed super fund statistical report – June 2013 – to view figures for June 2008.

The data was extracted on 9 July 2014.

	Member contributions	Employer contributions	Other contributions	Inward transfers	Outward transfers	Benefit payments	Admin & investment expenses
	Contributions			Transfers		Benefit payments	Admin & investment expenses
2008–09	17,415	10,103	418	13,027	3,454	16,593	1,466
2009–10	14,092	6,753	430	13,811	4,228	17,087	1,485
2010–11	16,532	7,007	387	15,629	4,193	19,275	1,555
2011–12	18,919	7,577	504	16,195	3,802	22,898	1,653
2012–13	18,330	5,499	357	16,987	4,224	26,424	3,453

June 2014 quarter establishment tables

The following tables relate to funds established between 1 April 2014 and 30 June 2014. They contain demographic information of funds, as well as individual members. The data is sourced from the Australian Business Register (ABR), at the time of registration.

2014 quarterly establishments demographic table – location

This table contains the proportion of funds located across the different states and territories of Australia, for SMSFs established during the June 2014 quarter.

'State' refers to the state or territory that the fund is administered, not necessarily where the members live.

The data behind this table was extracted on 9 July 2014 based on ABR data as at that date.

	ACT	NSW	NT	QLD	SA	TAS	VIC	WA
Number of funds	1.4%	37.7%	0.3%	17.3%	5.6%	0.8%	30.3%	6.6%

2014 quarterly establishments demographic table – age ranges

This table contains an age distribution of individual members of SMSFs established during the June 2014 quarter.

The data behind this table was extracted on 9 July 2014 based on ABR data as at that date.

In the table below, ".." indicates the proportion has been rounded to zero but is not equal to zero.

Age ranges	Male	Female	Total
< 25	1.5%	1.4%	1.4%
25–34	9.9%	11.4%	10.6%
35–44	27.7%	29.5%	28.6%
45–54	31.3%	31.8%	31.5%
55–64	22.2%	21.1%	21.7%
>64	7.4%	4.8%	6.2%
Unknown	".."	".."	".."
Total	100.0%	100.0%	100.0%
All ages	52.9%	47.1%	100.0%

2014 quarterly establishments demographic table – income ranges

This table contains an approximate distribution of the taxable income of the members of SMSFs established during the June 2014 quarter. The data was extracted on 9 July 2014 based on ABR data and the member’s most recently lodged individual tax return as at that date.

Income ranges	Male	Female	Total
$0–$20,000	6.8%	16.6%	11.4%
>$20,000–$40,000	11.1%	19.9%	15.2%
>$40,000–$60,000	13.0%	17.7%	15.2%
>$60,000–$80,000	15.4%	15.2%	15.3%
>$80,000–$100,000	11.8%	8.6%	10.3%
>$100,000–$150,000	18.2%	8.8%	13.7%
>$150,000–$200,000	9.1%	4.2%	6.8%
>$200,000–$500,000	9.6%	3.9%	6.9%
>$500,000	2.4%	0.5%	1.5%
Unknown	2.6%	4.6%	3.6%
Total	100.0%	100.0%	100.0%

Last modified: 09 Sep 2014QC 42325