Annual SMSF population analysis tables
The following tables contain demographic information of SMSFs, as well as individual members, as at 30 June 2016. 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.
On this page:
Asset allocation by asset value of the fund table
This table contains the approximate distribution of assets held by SMSFs of different sizes, based on total fund assets. These tables are based on actual return data for the 2011 through to 2015 financial years.
The data is provided by SMSFs reporting their financial position as at 30 June of the relevant financial year.
The data was extracted on 12 July 2016.
Asset value ranges of funds – 2011
|
$1–
$50k
|
>$50–
$100k
|
>$100–
$200k
|
>$200–
$500k
|
>$500k
–$1m
|
>$1–
$2m
|
>$2–
$5m
|
>$5–
$10m
|
>$10m
|
Listed trusts
|
1.90%
|
2.82%
|
3.92%
|
4.63%
|
4.74%
|
4.22%
|
3.89%
|
3.78%
|
2.55%
|
Unlisted
trusts
|
2.50%
|
4.33%
|
6.00%
|
7.06%
|
7.45%
|
8.32%
|
9.70%
|
12.15%
|
15.84%
|
Insurance
policy
|
0.06%
|
0.10%
|
0.06%
|
0.05%
|
0.04%
|
0.04%
|
0.05%
|
0.03%
|
0.00%
|
Other
managed
investments
|
2.19%
|
3.21%
|
4.32%
|
5.05%
|
5.19%
|
4.87%
|
4.60%
|
4.70%
|
4.29%
|
Cash
and term
deposits
|
54.47%
|
46.69%
|
40.53%
|
33.02%
|
30.59%
|
29.24%
|
26.75%
|
23.29%
|
20.76%
|
Debt
securities
|
0.17%
|
0.24%
|
0.28%
|
0.41%
|
0.61%
|
0.71%
|
0.73%
|
0.77%
|
1.01%
|
Loans
|
2.36%
|
2.27%
|
1.51%
|
0.81%
|
0.53%
|
0.61%
|
0.61%
|
0.89%
|
1.65%
|
Listed
shares
|
22.95%
|
27.33%
|
29.54%
|
30.60%
|
30.91%
|
31.16%
|
31.16%
|
31.37%
|
31.20%
|
Unlisted
shares
|
1.92%
|
2.18%
|
1.71%
|
1.07%
|
0.86%
|
0.94%
|
1.17%
|
1.57%
|
2.32%
|
Derivatives
and
instalment
warrants
|
0.17%
|
0.27%
|
0.44%
|
0.55%
|
0.38%
|
0.25%
|
0.25%
|
0.35%
|
0.81%
|
Non
residential
real property
|
0.69%
|
1.83%
|
3.84%
|
7.70%
|
10.30%
|
11.98%
|
13.75%
|
14.06%
|
11.74%
|
Residential
real property
|
0.39%
|
0.87%
|
1.81%
|
4.59%
|
4.69%
|
4.02%
|
3.43%
|
2.39%
|
1.51%
|
Artwork,
collectibles,
metal
or jewels
|
1.04%
|
1.00%
|
0.71%
|
0.33%
|
0.19%
|
0.16%
|
0.13%
|
0.11%
|
0.09%
|
Other
assets
|
8.09%
|
5.65%
|
4.36%
|
3.30%
|
2.84%
|
2.79%
|
2.97%
|
3.37%
|
4.07%
|
Overseas
shares
|
0.37%
|
0.35%
|
0.30%
|
0.26%
|
0.22%
|
0.23%
|
0.31%
|
0.49%
|
1.14%
|
Overseas
non-
residential
real property
|
0.06%
|
0.06%
|
0.04%
|
0.03%
|
0.03%
|
0.02%
|
0.02%
|
0.03%
|
0.04%
|
Overseas residential real property
|
0.12%
|
0.16%
|
0.12%
|
0.07%
|
0.04%
|
0.03%
|
0.02%
|
0.02%
|
0.01%
|
Overseas
managed
investments
|
0.07%
|
0.06%
|
0.07%
|
0.06%
|
0.06%
|
0.07%
|
0.08%
|
0.11%
|
0.13%
|
Other
overseas
assets
|
0.48%
|
0.58%
|
0.45%
|
0.40%
|
0.35%
|
0.36%
|
0.39%
|
0.53%
|
0.83%
|
Total
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
Asset value ranges of funds – 2012
|
$1–
$50k
|
>$50–
$100k
|
>$100–
$200k
|
>$200–
$500k
|
>$500k
–$1m
|
>$1–
$2m
|
>$2–
$5m
|
>$5–
$10m
|
>$10m
|
Listed
trusts
|
1.79%
|
2.41%
|
3.21%
|
3.78%
|
3.85%
|
3.50%
|
3.30%
|
3.05%
|
2.34%
|
Unlisted
trusts
|
2.45%
|
4.01%
|
5.67%
|
6.60%
|
6.95%
|
7.90%
|
9.48%
|
12.61%
|
15.71%
|
Insurance
policy
|
0.05%
|
0.07%
|
0.04%
|
0.03%
|
0.03%
|
0.04%
|
0.05%
|
0.05%
|
0.01%
|
Other
managed
investments
|
1.95%
|
2.69%
|
3.72%
|
4.38%
|
4.50%
|
4.37%
|
4.19%
|
4.24%
|
3.66%
|
Cash
and term
deposits
|
54.82%
|
49.62%
|
45.35%
|
37.15%
|
34.65%
|
33.12%
|
29.98%
|
25.93%
|
22.94%
|
Debt
securities
|
0.15%
|
0.21%
|
0.32%
|
0.55%
|
0.76%
|
0.84%
|
0.93%
|
1.08%
|
1.13%
|
Loans
|
2.11%
|
2.09%
|
1.47%
|
0.81%
|
0.55%
|
0.61%
|
0.63%
|
0.98%
|
1.75%
|
Listed
shares
|
22.45%
|
25.29%
|
26.56%
|
27.46%
|
27.76%
|
27.96%
|
27.92%
|
27.89%
|
27.05%
|
Unlisted
shares
|
1.90%
|
2.21%
|
1.71%
|
1.12%
|
0.94%
|
0.96%
|
1.19%
|
1.66%
|
2.52%
|
Limited recourse borrowing arrangements
|
0.05%
|
0.17%
|
0.36%
|
0.88%
|
0.70%
|
0.50%
|
0.40%
|
0.57%
|
1.41%
|
Non
residential
real property
|
0.68%
|
1.74%
|
3.64%
|
8.12%
|
10.86%
|
12.68%
|
14.75%
|
15.37%
|
13.79%
|
Residential
real property
|
0.45%
|
1.00%
|
1.81%
|
4.85%
|
5.05%
|
4.17%
|
3.52%
|
2.38%
|
1.63%
|
Collectables and personal use assets
|
0.71%
|
0.66%
|
0.48%
|
0.22%
|
0.14%
|
0.12%
|
0.09%
|
0.09%
|
0.10%
|
Other
assets
|
9.40%
|
6.53%
|
4.66%
|
3.26%
|
2.60%
|
2.53%
|
2.74%
|
3.03%
|
3.88%
|
Overseas
shares
|
0.39%
|
0.37%
|
0.34%
|
0.28%
|
0.23%
|
0.24%
|
0.33%
|
0.52%
|
1.10%
|
Overseas
non-
residential
real property
|
0.06%
|
0.07%
|
0.04%
|
0.03%
|
0.02%
|
0.02%
|
0.02%
|
0.03%
|
0.04%
|
Overseas residential real property
|
0.12%
|
0.23%
|
0.14%
|
0.09%
|
0.05%
|
0.04%
|
0.02%
|
0.02%
|
0.02%
|
Overseas
managed
investments
|
0.05%
|
0.07%
|
0.05%
|
0.05%
|
0.05%
|
0.07%
|
0.07%
|
0.10%
|
0.15%
|
Other
overseas
assets
|
0.42%
|
0.57%
|
0.44%
|
0.35%
|
0.32%
|
0.34%
|
0.37%
|
0.42%
|
0.78%
|
Total
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
Asset value ranges of funds – 2013
|
$1–
$50k
|
>$50–
$100k
|
>$100–
$200k
|
>$200–
$500k
|
>$500k
–$1m
|
>$1–
$2m
|
>$2–
$5m
|
>$5–
$10m
|
>$10m
|
Listed
trusts
|
1.64%
|
2.06%
|
2.73%
|
3.65%
|
3.98%
|
3.81%
|
3.43%
|
3.12%
|
2.32%
|
Unlisted
trusts
|
2.30%
|
3.97%
|
5.42%
|
6.14%
|
6.72%
|
7.80%
|
9.37%
|
12.12%
|
16.02%
|
Insurance
policy
|
0.02%
|
0.04%
|
0.03%
|
0.03%
|
0.03%
|
0.05%
|
0.04%
|
0.04%
|
0.01%
|
Other
managed
investments
|
1.29%
|
2.22%
|
3.03%
|
4.10%
|
4.47%
|
4.61%
|
4.52%
|
4.47%
|
4.42%
|
Cash
and term
deposits
|
54.91%
|
51.05%
|
48.66%
|
37.04%
|
33.07%
|
31.14%
|
27.82%
|
23.98%
|
19.92%
|
Debt
securities
|
0.14%
|
0.18%
|
0.29%
|
0.51%
|
0.76%
|
0.95%
|
1.07%
|
1.28%
|
1.56%
|
Loans
|
1.98%
|
2.20%
|
1.55%
|
0.80%
|
0.55%
|
0.56%
|
0.61%
|
0.86%
|
1.70%
|
Listed
shares
|
21.63%
|
23.19%
|
23.98%
|
26.22%
|
28.10%
|
29.78%
|
30.63%
|
30.87%
|
28.73%
|
Unlisted
shares
|
1.96%
|
2.26%
|
1.69%
|
1.04%
|
0.85%
|
0.86%
|
1.02%
|
1.45%
|
2.34%
|
Limited recourse borrowing arrangements
|
0.11%
|
0.33%
|
0.68%
|
3.36%
|
2.81%
|
1.50%
|
1.14%
|
1.41%
|
3.11%
|
Non
residential
real property
|
0.86%
|
1.78%
|
3.71%
|
8.19%
|
10.38%
|
11.80%
|
13.60%
|
13.87%
|
12.63%
|
Residential
real property
|
0.67%
|
1.22%
|
1.93%
|
4.84%
|
5.00%
|
3.92%
|
3.27%
|
2.31%
|
1.62%
|
Collectables and personal use assets
|
0.62%
|
0.71%
|
0.42%
|
0.20%
|
0.12%
|
0.09%
|
0.07%
|
0.07%
|
0.05%
|
Other
assets
|
10.77%
|
7.37%
|
4.76%
|
3.04%
|
2.46%
|
2.37%
|
2.49%
|
2.83%
|
3.43%
|
Overseas
shares
|
0.44%
|
0.45%
|
0.36%
|
0.32%
|
0.27%
|
0.29%
|
0.39%
|
0.61%
|
1.12%
|
Overseas
non-
residential
real property
|
0.06%
|
0.09%
|
0.04%
|
0.03%
|
0.01%
|
0.01%
|
0.02%
|
0.02%
|
0.10%
|
Overseas residential real property
|
0.11%
|
0.26%
|
0.24%
|
0.11%
|
0.05%
|
0.04%
|
0.02%
|
0.01%
|
0.02%
|
Overseas
managed
investments
|
0.03%
|
0.05%
|
0.05%
|
0.04%
|
0.05%
|
0.07%
|
0.08%
|
0.14%
|
0.18%
|
Other
overseas
assets
|
0.45%
|
0.57%
|
0.43%
|
0.35%
|
0.31%
|
0.34%
|
0.41%
|
0.53%
|
0.73%
|
Total
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
Asset value ranges of funds – 2014
|
$1–
$50k
|
>$50–
$100k
|
>$100–
$200k
|
>$200–
$500k
|
>$500k
–$1m
|
>$1–
$2m
|
>$2–
$5m
|
>$5–
$10m
|
>$10m
|
Listed
trusts
|
1.53%
|
1.97%
|
2.55%
|
3.64%
|
4.04%
|
4.13%
|
3.91%
|
3.55%
|
2.63%
|
Unlisted
trusts
|
2.36%
|
4.07%
|
5.53%
|
6.15%
|
6.82%
|
7.96%
|
9.45%
|
11.98%
|
15.50%
|
Insurance
policy
|
0.01%
|
0.03%
|
0.03%
|
0.02%
|
0.02%
|
0.03%
|
0.04%
|
0.03%
|
0.01%
|
Other
managed
investments
|
1.28%
|
1.97%
|
2.76%
|
3.94%
|
4.56%
|
4.81%
|
4.81%
|
4.84%
|
4.64%
|
Cash
and term
deposits
|
55.52%
|
51.59%
|
48.68%
|
35.18%
|
30.58%
|
28.69%
|
25.37%
|
21.38%
|
16.60%
|
Debt
securities
|
0.14%
|
0.19%
|
0.28%
|
0.54%
|
0.84%
|
1.10%
|
1.33%
|
1.55%
|
1.80%
|
Loans
|
1.81%
|
2.11%
|
1.48%
|
0.71%
|
0.48%
|
0.51%
|
0.54%
|
0.83%
|
1.74%
|
Listed
shares
|
20.22%
|
21.91%
|
23.43%
|
25.72%
|
28.41%
|
31.29%
|
32.69%
|
33.34%
|
31.69%
|
Unlisted
shares
|
2.07%
|
2.32%
|
1.84%
|
0.99%
|
0.74%
|
0.76%
|
0.96%
|
1.35%
|
2.25%
|
Limited recourse borrowing arrangements
|
0.34%
|
0.75%
|
1.20%
|
5.60%
|
4.74%
|
2.42%
|
1.68%
|
2.02%
|
4.24%
|
Non
residential
real property
|
0.95%
|
1.91%
|
3.69%
|
8.24%
|
10.15%
|
11.16%
|
12.54%
|
12.78%
|
11.73%
|
Residential
real property
|
1.12%
|
1.58%
|
2.12%
|
5.29%
|
5.45%
|
4.04%
|
3.28%
|
2.35%
|
1.41%
|
Collectables and personal use assets
|
0.65%
|
0.57%
|
0.39%
|
0.17%
|
0.09%
|
0.07%
|
0.06%
|
0.05%
|
0.04%
|
Other
assets
|
10.79%
|
7.61%
|
4.86%
|
3.02%
|
2.44%
|
2.36%
|
2.48%
|
2.75%
|
3.56%
|
Overseas
shares
|
0.38%
|
0.35%
|
0.32%
|
0.24%
|
0.20%
|
0.22%
|
0.34%
|
0.50%
|
0.89%
|
Overseas
non-
residential
real property
|
0.10%
|
0.06%
|
0.06%
|
0.03%
|
0.02%
|
0.01%
|
0.01%
|
0.02%
|
0.08%
|
Overseas residential real property
|
0.22%
|
0.27%
|
0.29%
|
0.12%
|
0.05%
|
0.04%
|
0.03%
|
0.01%
|
0.00%
|
Overseas
managed
investments
|
0.06%
|
0.06%
|
0.05%
|
0.05%
|
0.06%
|
0.06%
|
0.08%
|
0.14%
|
0.29%
|
Other
overseas
assets
|
0.45%
|
0.68%
|
0.44%
|
0.35%
|
0.31%
|
0.34%
|
0.40%
|
0.51%
|
0.90%
|
Total
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
Asset value ranges of funds – 2015
|
$1–
$50k
|
>$50–
$100k
|
>$100–
$200k
|
>$200–
$500k
|
>$500k
–$1m
|
>$1–
$2m
|
>$2–
$5m
|
>$5–
$10m
|
>$10m
|
Listed
trusts
|
1.46%
|
2.03%
|
2.85%
|
3.94%
|
4.50%
|
4.68%
|
4.40%
|
4.01%
|
3.14%
|
Unlisted
trusts
|
1.98%
|
3.78%
|
5.53%
|
6.21%
|
6.91%
|
8.17%
|
9.72%
|
11.91%
|
16.98%
|
Insurance
policy
|
0.01%
|
0.02%
|
0.01%
|
0.02%
|
0.01%
|
0.03%
|
0.03%
|
0.03%
|
0.03%
|
Other
managed
investments
|
1.31%
|
2.02%
|
2.80%
|
4.01%
|
4.83%
|
5.23%
|
5.27%
|
5.40%
|
5.44%
|
Cash
and term
deposits
|
54.90%
|
50.94%
|
47.56%
|
33.42%
|
28.80%
|
27.26%
|
24.22%
|
20.57%
|
15.76%
|
Debt
securities
|
0.08%
|
0.21%
|
0.27%
|
0.63%
|
1.01%
|
1.27%
|
1.51%
|
1.64%
|
1.94%
|
Loans
|
1.35%
|
1.71%
|
1.16%
|
0.62%
|
0.45%
|
0.45%
|
0.51%
|
0.77%
|
1.62%
|
Listed
shares
|
22.30%
|
22.90%
|
24.23%
|
25.90%
|
28.46%
|
31.32%
|
32.71%
|
33.10%
|
30.47%
|
Unlisted
shares
|
2.28%
|
2.16%
|
1.82%
|
0.93%
|
0.69%
|
0.73%
|
0.93%
|
1.23%
|
2.55%
|
Limited recourse borrowing arrangements
|
0.24%
|
0.72%
|
1.39%
|
7.14%
|
6.01%
|
2.91%
|
1.90%
|
2.19%
|
4.19%
|
Non
residential
real property
|
0.86%
|
1.90%
|
3.56%
|
7.82%
|
9.49%
|
10.45%
|
11.72%
|
12.02%
|
10.33%
|
Residential
real property
|
1.10%
|
2.02%
|
2.36%
|
5.39%
|
5.56%
|
4.18%
|
3.31%
|
2.51%
|
1.53%
|
Collectables and personal use assets
|
0.47%
|
0.46%
|
0.33%
|
0.12%
|
0.08%
|
0.06%
|
0.05%
|
0.04%
|
0.02%
|
Other
assets
|
10.46%
|
7.65%
|
4.90%
|
2.97%
|
2.42%
|
2.38%
|
2.59%
|
2.97%
|
3.57%
|
Overseas
shares
|
0.50%
|
0.48%
|
0.44%
|
0.39%
|
0.34%
|
0.38%
|
0.53%
|
0.83%
|
1.17%
|
Overseas
non-
residential
real property
|
0.04%
|
0.08%
|
0.05%
|
0.02%
|
0.02%
|
0.01%
|
0.01%
|
0.02%
|
0.06%
|
Overseas residential real property
|
0.19%
|
0.30%
|
0.25%
|
0.09%
|
0.05%
|
0.03%
|
0.03%
|
0.01%
|
0.01%
|
Overseas
managed
investments
|
0.03%
|
0.04%
|
0.06%
|
0.06%
|
0.06%
|
0.08%
|
0.10%
|
0.18%
|
0.34%
|
Other
overseas
assets
|
0.43%
|
0.57%
|
0.45%
|
0.33%
|
0.31%
|
0.36%
|
0.45%
|
0.56%
|
0.83%
|
Total
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
100.00%
|
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 2011 through to the 2015 years. These figures are based on SMSF annual return data.
The data was extracted on 12 July 2016.
Proportion of funds (%)
Number of members
|
2010–11
|
2011–12
|
2012–13
|
2013–14
|
2014–15
|
1
|
22.9%
|
22.8%
|
22.6%
|
22.6%
|
22.7%
|
2
|
68.5%
|
68.8%
|
69.2%
|
69.5%
|
69.8%
|
3
|
4.3%
|
4.1%
|
4.0%
|
3.8%
|
3.7%
|
4
|
4.4%
|
4.3%
|
4.2%
|
4.1%
|
3.9%
|
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 2011 to 2015 financial years.
The data was extracted on 12 July 2016.
Funds
State
|
2010–11
|
2011–12
|
2012–13
|
2013–14
|
2014–15
|
ACT
|
1.7%
|
1.8%
|
1.8%
|
1.9%
|
1.7%
|
NSW
|
31.7%
|
31.8%
|
32.0%
|
32.5%
|
32.7%
|
NT
|
0.2%
|
0.2%
|
0.2%
|
0.2%
|
0.2%
|
QLD
|
16.8%
|
16.6%
|
16.4%
|
16.3%
|
16.6%
|
SA
|
7.1%
|
7.1%
|
7.2%
|
7.1%
|
7.1%
|
TAS
|
1.4%
|
1.4%
|
1.4%
|
1.4%
|
1.3%
|
VIC
|
30.4%
|
30.6%
|
30.8%
|
30.6%
|
30.4%
|
WA
|
10.6%
|
10.4%
|
10.3%
|
10.1%
|
9.9%
|
Members
State
|
2010–11
|
2011–12
|
2012–13
|
2013–14
|
2014–15
|
ACT
|
1.8%
|
1.8%
|
1.8%
|
1.9%
|
1.7%
|
NSW
|
31.7%
|
31.9%
|
32.0%
|
32.6%
|
32.8%
|
NT
|
0.2%
|
0.2%
|
0.2%
|
0.2%
|
0.2%
|
QLD
|
16.9%
|
16.6%
|
16.4%
|
16.3%
|
16.6%
|
SA
|
7.2%
|
7.2%
|
7.2%
|
7.1%
|
7.1%
|
TAS
|
1.4%
|
1.4%
|
1.4%
|
1.4%
|
1.3%
|
VIC
|
30.3%
|
30.5%
|
30.7%
|
30.5%
|
30.4%
|
WA
|
10.6%
|
10.4%
|
10.3%
|
10.1%
|
10.0%
|
Assets
State
|
2010–11
|
2011–12
|
2012–13
|
2013–14
|
2014–15
|
ACT
|
1.7%
|
1.8%
|
1.8%
|
1.9%
|
1.8%
|
NSW
|
32.2%
|
32.3%
|
32.6%
|
33.4%
|
34.3%
|
NT
|
0.2%
|
0.2%
|
0.2%
|
0.2%
|
0.2%
|
QLD
|
16.6%
|
16.4%
|
16.1%
|
15.7%
|
15.8%
|
SA
|
7.1%
|
7.2%
|
7.3%
|
7.3%
|
7.2%
|
TAS
|
1.3%
|
1.3%
|
1.3%
|
1.2%
|
1.2%
|
VIC
|
30.6%
|
30.8%
|
31.1%
|
30.8%
|
30.3%
|
WA
|
10.3%
|
10.1%
|
9.7%
|
9.5%
|
9.3%
|
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 2016. The data behind this table was extracted on 12 July 2016 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.
Member demographic table – age ranges
Age ranges
|
Male
|
Female
|
Total
|
<25
|
0.7%
|
0.7%
|
0.7%
|
25–34
|
3.9%
|
4.1%
|
4.0%
|
35–44
|
12.2%
|
13.5%
|
12.8%
|
45–49
|
10.0%
|
11.1%
|
10.5%
|
50–54
|
11.8%
|
12.7%
|
12.3%
|
55–59
|
13.5%
|
14.3%
|
13.9%
|
60–64
|
13.7%
|
14.4%
|
14.1%
|
65–69
|
14.3%
|
13.9%
|
14.2%
|
70–74
|
10.3%
|
8.8%
|
9.6%
|
75–84
|
8.4%
|
5.9%
|
7.2%
|
85+
|
1.1%
|
0.6%
|
0.9%
|
Unknown
|
0.0%
|
0.0%
|
0.0%
|
Total
|
100%
|
100%
|
100%
|
All ages
|
52.6%
|
47.4%
|
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 2016. The data was extracted on 12 July 2016 and is an estimate based on ABR data and the member’s most recently lodged personal tax return.
Member demographic table – income ranges
Income ranges
|
Male
|
Female
|
Total
|
$0–$20,000
|
18.5%
|
25.4%
|
21.8%
|
>$20,000–$40,000
|
16.2%
|
21.5%
|
18.7%
|
>$40,000–$60,000
|
11.4%
|
14.3%
|
12.8%
|
>$60,000–$80,000
|
11.1%
|
11.0%
|
11.1%
|
>$80,000–$100,000
|
8.6%
|
7.2%
|
7.9%
|
>$100,000–$150,000
|
12.2%
|
7.6%
|
10.0%
|
>$150,000–$200,000
|
7.4%
|
4.5%
|
6.0%
|
>$200,000–$500,000
|
8.3%
|
3.6%
|
6.1%
|
>$500,000
|
2.6%
|
0.8%
|
1.7%
|
Unknown
|
3.8%
|
4.1%
|
3.9%
|
Total
|
100%
|
100%
|
100%
|
Total asset range tables
These tables show an approximate distribution of SMSFs by asset size and of the assets held by SMSFs of different sizes as at the end of each financial year.
These figures are estimates based on SMSF annual return data for the 2011 to 2015 financial years.
The data was extracted on 12 July 2016.
Total asset range table – proportion of funds (%)
Asset ranges
|
2010–11
|
2011–12
|
2012–13
|
2013–14
|
2014–15
|
$1–$50,000
|
7.3%
|
7.5%
|
7.4%
|
6.7%
|
6.1%
|
>$50,000–$100,000
|
5.9%
|
6.0%
|
5.5%
|
4.8%
|
4.1%
|
>$100,000–$200,000
|
11.5%
|
11.6%
|
10.9%
|
10.0%
|
8.9%
|
>$200,000–$500,000
|
25.2%
|
25.5%
|
24.8%
|
24.2%
|
23.7%
|
>$500,000–$1m
|
22.6%
|
22.7%
|
22.8%
|
23.4%
|
24.2%
|
>$1m–$2m
|
16.6%
|
16.3%
|
17.0%
|
17.9%
|
18.8%
|
>$2m–$5m
|
9.0%
|
8.7%
|
9.6%
|
10.5%
|
11.4%
|
>$5m–$10m
|
1.6%
|
1.5%
|
1.8%
|
2.1%
|
2.3%
|
>$10m
|
0.3%
|
0.3%
|
0.4%
|
0.5%
|
0.5%
|
Total
|
100%
|
100%
|
100%
|
100%
|
100%
|
Total asset range table – proportion of assets (%)
Asset ranges
|
2010–11
|
2011–12
|
2012–13
|
2013–14
|
2014–15
|
$1–$50,000
|
0.1%
|
0.2%
|
0.1%
|
0.1%
|
0.1%
|
>$50,000–$100,000
|
0.5%
|
0.5%
|
0.4%
|
0.3%
|
0.3%
|
>$100,000–$200,000
|
1.8%
|
1.9%
|
1.7%
|
1.4%
|
1.2%
|
>$200,000–$500,000
|
9.2%
|
9.6%
|
8.7%
|
8.0%
|
7.4%
|
>$500,000–$1m
|
17.6%
|
18.0%
|
16.9%
|
16.1%
|
15.7%
|
>$1m–$2m
|
25.1%
|
25.1%
|
24.6%
|
24.0%
|
23.8%
|
>$2m–$5m
|
28.7%
|
28.4%
|
29.4%
|
29.9%
|
30.5%
|
>$5m–$10m
|
11.1%
|
10.9%
|
12.0%
|
13.1%
|
13.5%
|
>$10m
|
5.7%
|
5.5%
|
6.1%
|
7.0%
|
7.6%
|
Total
|
100%
|
100%
|
100%
|
100%
|
100%
|
Average and median assets table ($)
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 2011 to 2015 financial years.
The data was extracted on 12 July 2016.
Average and median assets table ($)
Asset values
|
2010–11
|
2011–12
|
2012–13
|
2013–14
|
2014–15
|
Average assets per member
|
485,682
|
475,698
|
510,136
|
551,217
|
589,636
|
Median assets per member
|
282,608
|
275,313
|
299,407
|
325,542
|
354,882
|
Average assets per SMSF
|
923,499
|
902,917
|
968,139
|
1,043,812
|
1,111,732
|
Median assets per SMSF
|
506,539
|
493,348
|
535,274
|
581,710
|
631,077
|
Flow of funds table ($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 and employer
- transfers – inward and outward
- benefits payments
- operating expenses.
Changes were made to the 2012–13 SMSF annual return to collect both deductions and non-deductible expenses. The operating expense figures for 2013 onwards incorporates deductible and non-deductible expenses data.
These figures are estimates based on SMSF annual return data for the 2011 to 2015 financial years.
The data was extracted on 12 July 2016.
Flow of funds table ($m)
|
Contributions ($m)
|
Transfers ($m)
|
Benefit payments ($m)
|
Operating expenses ($m)
|
Member contributions
|
Employer contributions
|
Inward transfers
|
Outward transfers
|
2010–11
|
16,800
|
6,965
|
15,546
|
4,181
|
19,163
|
2,416
|
2011–12
|
19,168
|
7,500
|
16,051
|
3,794
|
22,656
|
2,713
|
2012–13
|
18,057
|
5,460
|
16,648
|
4,285
|
25,678
|
4,790
|
2013–14
|
19,891
|
6,068
|
15,364
|
5,136
|
29,898
|
5,539
|
2014–15
|
25,920
|
6,930
|
15,561
|
5,694
|
34,986
|
6,286
|