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  • 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.

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    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 2017 extrapolated from 2015–16 data.

    The data was extracted on 12 July 2017.

    Population table – annual data

     

    Establishments

    Windups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun 2012

    41,072

    7,850

    33,222

    473,166

    898,818

    Jun 2013

    39,616

    11,054

    28,562

    501,728

    949,322

    Jun 2014

    33,823

    12,189

    21,634

    523,362

    991,006

    Jun 2015

    34,421

    12,111

    22,310

    545,672

    1,032,990

    Jun 2016

    33,194

    10,551

    22,643

    568,315

    1,070,796

    Jun 2017

    29,620

    1,419

    28,201

    596,516

    1,124,453

    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 2012 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 we receive notification from the SMSF. In addition, recent quarter estimates of the total members of SMSFs are extrapolated from 2015–16 return form data.

    The data was extracted on 12 July 2017.

    Population table – quarterly data

     

    Establishments

    Wind-ups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun 2012

    11,679

    5,573

    6,106

    473,166

    898,818

    Sep 2012

    11,549

    2,093

    9,456

    482,622

    915,827

    Dec 2012

    9,906

    794

    9,112

    491,734

    932,149

    Mar 2013

    8,602

    909

    7,693

    499,427

    945,906

    Jun 2013

    9,559

    7,258

    2,301

    501,728

    949,322

    Sep 2013

    9,341

    1,670

    7,671

    509,399

    966,924

    Dec 2013

    7,961

    823

    7,138

    516,537

    979,690

    Mar 2014

    7,891

    1,095

    6,796

    523,333

    991,813

    Jun 2014

    8,630

    8,601

    29

    523,362

    991,006

    Sep 2014

    9,564

    1,108

    8,456

    531,818

    1,009,402

    Dec 2014

    8,041

    976

    7,065

    538,883

    1,021,941

    Mar 2015

    8,058

    1,167

    6,891

    545,774

    1,034,148

    Jun 2015

    8,758

    8,860

    -102

    545,672

    1,032,990

    Sep 2015

    9,705

    623

    9,082

    554,754

    1,047,515

    Dec 2015

    7,175

    795

    6,380

    561,134

    1,058,855

    Mar 2016

    7,674

    1,012

    6,662

    567,796

    1,070,679

    Jun 2016

    8,640

    8,121

    519

    568,315

    1,070,796

    Sep 2016

    7,978

    314

    7,664

    575,979

    1,087,803

    Dec 2016

    6,759

    462

    6,297

    582,276

    1,099,028

    Mar 2017

    7,351

    462

    6,889

    589,165

    1,111,313

    Jun 2017

    7,532

    181

    7,351

    596,516

    1,124,453

    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.

    The figures for June 2012 through to June 2016 are estimates based on return form data for those financial years. 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.

    Estimates for June 2017 and other 2016–17 quarters are extrapolated from 2015–16 return form data. Due to superannuation new measures introduced from 1 July 2017, there may be differences in the level of contributions and benefit payments made in the 2017 financial year as compared to 2015-16 data. It is likely that significant revisions will be made to the estimated assets for these quarters when 2017 return data is incorporated into our statistics in June 2018.

    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 data from 2013 and later returns.

    These are estimates of asset allocations for the total SMSF population. The data was extracted on 12 July 2017.

    Asset allocation tables ($m)

     

    Listed trusts ($m)

    Unlisted trusts ($m)

    Insurance policy ($m)

    Other managed investments ($m)

    Cash and term deposits ($m)

    Debt securities ($m)

    Loans ($m)

    Jun 2012

    14,355

    37,677

    172

    17,964

    134,396

    3,579

    3,210

    Sep 2012

    15,042

    39,481

    178

    18,981

    135,983

    3,622

    3,249

    Dec 2012

    15,835

    41,563

    179

    19,842

    137,757

    3,669

    3,257

    Mar 2013

    16,690

    43,808

    184

    20,988

    139,973

    3,728

    3,280

    Jun 2013

    16,775

    42,629

    184

    21,236

    142,771

    4,662

    3,514

    Sep 2013

    17,885

    45,449

    190

    22,748

    143,823

    4,697

    3,542

    Dec 2013

    18,630

    47,342

    195

    23,785

    145,053

    4,737

    3,563

    Mar 2014

    19,088

    48,506

    197

    24,837

    146,599

    4,787

    3,585

    Jun 2014

    20,320

    49,007

    167

    24,881

    145,330

    6,275

    3,740

    Sep 2014

    20,453

    49,328

    168

    25,281

    146,151

    6,310

    3,747

    Dec 2014

    21,085

    50,852

    171

    26,296

    147,194

    6,356

    3,749

    Mar 2015

    22,498

    54,260

    180

    28,050

    148,555

    6,414

    3,760

    Jun 2015

    24,602

    56,706

    156

    29,433

    149,446

    7,662

    4,038

    Sep 2015

    24,087

    55,520

    152

    29,643

    149,976

    7,690

    4,037

    Dec 2015

    24,962

    57,535

    155

    30,583

    150,672

    7,725

    4,039

    Mar 2016

    24,736

    57,015

    152

    30,340

    151,512

    7,768

    4,027

    Jun 2016

    29,410

    63,191

    139

    31,995

    157,100

    9,726

    4,235

    Sep 2016

    30,437

    65,397

    106

    35,681

    157,285

    9,738

    4,245

    Dec 2016

    31,949

    68,645

    106

    36,542

    157,699

    9,763

    4,254

    Mar 2017

    33,229

    71,396

    107

    37,612

    158,405

    9,807

    4,267

    Jun 2017

    33,257

    71,455

    107

    37,695

    159,686

    9,886

    4,276

     

    Asset allocation tables ($m) continued 

     

    Listed shares ($m)

    Unlisted shares ($m)

    Limited recourse borrowing arrangements ($m)

    Non-residential real property ($m)

    Residential real property ($m)

    Collectables and personal use assets ($m)

    Other assets ($m)

    Jun 2012

    116,922

    5,161

    2,521

    53,214

    16,078

    551

    12,142

    Sep 2012

    127,040

    5,223

    2,544

    53,703

    16,226

    557

    12,290

    Dec 2012

    135,931

    5,236

    2,634

    55,610

    16,802

    559

    12,321

    Mar 2013

    147,460

    5,274

    2,695

    56,898

    17,191

    563

    12,410

    Jun 2013

    140,252

    5,286

    8,864

    56,916

    17,308

    491

    12,838

    Sep 2013

    154,050

    5,329

    9,165

    58,849

    17,896

    495

    12,941

    Dec 2013

    159,042

    5,360

    9,631

    61,844

    18,806

    497

    13,017

    Mar 2014

    162,451

    5,394

    9,898

    63,560

    19,328

    501

    13,098

    Jun 2014

    165,410

    5,618

    15,609

    60,806

    20,063

    437

    14,464

    Sep 2014

    163,932

    5,627

    15,954

    62,147

    20,505

    437

    14,489

    Dec 2014

    168,808

    5,630

    16,464

    64,136

    21,161

    438

    14,497

    Mar 2015

    186,408

    5,646

    16,955

    66,048

    21,792

    439

    14,538

    Jun 2015

    177,183

    6,361

    21,523

    65,143

    23,528

    408

    16,928

    Sep 2015

    164,694

    6,361

    22,139

    67,009

    24,202

    408

    16,927

    Dec 2015

    174,809

    6,363

    22,387

    67,758

    24,472

    408

    16,933

    Mar 2016

    169,827

    6,345

    22,620

    68,464

    24,727

    407

    16,884

    Jun- 2016

    187,331

    6,649

    25,355

    66,267

    28,148

    300

    17,400

    Sep 2016

    196,063

    6,666

    25,944

    67,805

    28,802

    300

    17,444

    Dec 2016

    205,542

    6,679

    27,267

    71,262

    30,270

    301

    17,479

    Mar 2017

    215,129

    6,699

    28,181

    73,651

    31,285

    302

    17,532

    Jun 2017

    212,210

    6,714

    28,610

    74,772

    31,761

    303

    17,571

     

    Asset allocation tables ($m) continued

     

    Overseas shares ($m)

    Overseas non-residential real property ($m)

    Overseas residential real property ($m)

    Overseas managed investments ($m)

    Other overseas assets ($m)

    Jun 2012

    1,463

    95

    173

    298

    1,611

    Sep 2012

    1,590

    104

    188

    324

    1,751

    Dec 2012

    1,701

    111

    202

    347

    1,873

    Mar 2013

    1,845

    120

    219

    376

    2,032

    Jun 2013

    1,960

    107

    211

    390

    1,954

    Sep 2013

    2,153

    117

    232

    429

    2,147

    Dec 2013

    2,223

    121

    239

    443

    2,216

    Mar 2014

    2,271

    123

    244

    452

    2,264

    Jun 2014

    1,848

    114

    236

    490

    2,251

    Sep 2014

    1,831

    113

    234

    485

    2,231

    Dec 2014

    1,886

    117

    241

    500

    2,297

    Mar 2015

    2,082

    129

    266

    552

    2,537

    Jun 2015

    3,492

    116

    257

    711

    2,703

    Sep 2015

    3,246

    108

    239

    660

    2,513

    Dec 2015

    3,445

    115

    253

    701

    2,667

    Mar 2016

    3,347

    111

    246

    681

    2,591

    Jun 2016

    3,858

    105

    230

    694

    2,550

    Sep 2016

    4,038

    110

    240

    727

    2,669

    Dec 2016

    4,233

    115

    252

    762

    2,798

    Mar 2017

    4,431

    121

    264

    797

    2,928

    Jun 2017

    4,371

    119

    260

    787

    2,888

     

    Asset allocation tables ($m) continued

     

    Total Australian and overseas assets ($m)

    Borrowings ($m)

    Other Liabilities ($m)

    Total net Australian and overseas assets ($m)

    Jun 2012

    421,582

    6,707

    3,669

    411,207

    Sep 2012

    438,079

    6,969

    3,812

    427,298

    Dec 2012

    455,437

    7,245

    3,963

    444,229

    Mar 2013

    475,747

    7,568

    4,140

    464,039

    Jun 2013

    478,348

    9,824

    3,983

    464,541

    Sep 2013

    502,134

    10,312

    4,181

    487,641

    Dec 2013

    516,744

    10,612

    4,302

    501,829

    Mar 2014

    527,182

    10,827

    4,389

    511,966

    Jun 2014

    537,065

    13,837

    4,766

    518,462

    Sep 2014

    539,423

    13,898

    4,787

    520,738

    Dec 2014

    551,875

    14,219

    4,897

    532,759

    Mar 2015

    581,109

    14,972

    5,157

    560,980

    Jun 2015

    590,398

    18,204

    5,492

    566,702

    Sep 2015

    579,613

    17,872

    5,392

    556,349

    Dec 2015

    595,982

    18,376

    5,544

    572,062

    Mar 2016

    591,799

    18,247

    5,505

    568,046

    Jun 2016

    634,683

    19,481

    5,165

    610,037

    Sep 2016

    653,699

    20,065

    5,320

    628,314

    Dec 2016

    675,918

    20,747

    5,500

    649,671

    Mar 2017

    696,143

    21,368

    5,665

    669,110

    Jun 2017

    696,728

    21,386

    5,670

    669,672

      Last modified: 10 Oct 2017QC 53475