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  • Self-managed super fund quarterly statistical report – June 2018

    We publish quarterly statistical reports for the self-managed super fund (SMSF) market. This report has been developed taking into account valuable feedback from the superannuation industry.

    The information in this report includes:

    See also:

    Find out about:

    Explanatory notes on statistics used

    Much of the information in the statistical tables is estimated, based on data reported to us. Caution should be taken when using or presenting this data. The estimates have been based on data provided by SMSFs reporting their financial position as at 30 June of the relevant financial year.

    Rounding of figures may cause minor discrepancies to totals, for example some proportions are rounded to zero but are not equal to zero.

    The SMSF population, asset allocation and establishment tables are updated on a quarterly basis, with the remainder of the tables updated annually when the June quarter updates are published.

    Quarterly reports (as at the end of March, June, September and December each year) will generally be published within three months after the end of the quarter. The next report will cover the period up to 30 September 2018 and should be available in November 2018.

    If you would like to provide comments, or you have questions about this report, email us at SPR_smsfstats@ato.gov.au

    This email address is only for comments and questions about published SMSF data.

    Additional information

    From the June 2018 report, the 2016–17 annual return data has been incorporated into our estimation model – as a result, the estimates are a more accurate reflection of SMSF asset holdings.

    On 18 January 2018, we released Self-managed superannuation funds: A statistical overview 2015–16. Because the overview is based on historical data, it will differ from the more recent data in this quarterly SMSF statistical report.

    See also:

    Historical data

    To view historical data refer to:

    Note: A number of tables no longer report historical data from before 2013. However, statistics from before 2013 may be included in the above reports.

    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.

    On this page:

    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 that occur 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 2018 extrapolated from 2016–17 data.

    The data was extracted on 03 August 2018.

    Population table – annual data

    Date

    Establishments

    Wind-ups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun 2013

    39,346

    11,193

    28,153

    500,923

    947,819

    Jun 2014

    33,379

    12,571

    20,808

    521,731

    987,951

    Jun 2015

    33,792

    12,895

    20,897

    542,628

    1,027,276

    Jun 2016

    32,868

    11,961

    20,907

    563,535

    1,061,794

    Jun 2017

    30,540

    12,355

    18,185

    581,720

    1,090,885

    Jun 2018

    25,034

    10,529

    14,505

    596,225

    1,118,650

    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 were wound up in each quarter since the June 2013 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. It is anticipated that the number of June 2018 quarter establishments and particularly wind-ups will increase as more notifications are received.

    In addition, recent quarter estimates of the total members of SMSFs are extrapolated from 2016–17 return form data.

    Generally the ATO receives wind-up notifications as at the end of the financial year so the June quarters have significantly larger wind-ups than other quarters. However, a large number of wind-ups occurred in the September 2017 quarter due to the ATO’s cancellation of ABNs for almost 9,000 SMSFs.

    The data was extracted on 03 August 2018.

    Population table – quarterly data

    Date

    Establishments

    Wind-ups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun 2013

    9,484

    7,332

    2,152

    500,923

    947,819

    Sep 2013

    9,220

    1,657

    7,563

    508,486

    965,201

    Dec 2013

    7,879

    909

    6,970

    515,456

    977,657

    Mar 2014

    7,759

    1,203

    6,556

    522,012

    989,337

    Jun 2014

    8,521

    8,802

    -281

    521,731

    987,951

    Sep 2014

    9,399

    1,167

    8,232

    529,963

    1,005,896

    Dec 2014

    7,904

    1,142

    6,762

    536,725

    1,017,874

    Mar 2015

    7,893

    1,355

    6,538

    543,263

    1,029,428

    Jun 2015

    8,596

    9,231

    -635

    542,628

    1,027,276

    Sep 2015

    9,613

    817

    8,796

    551,424

    1,041,230

    Dec 2015

    7,087

    956

    6,131

    557,555

    1,052,109

    Mar 2016

    7,590

    1,171

    6,419

    563,974

    1,063,482

    Jun 2016

    8,578

    9,017

    -439

    563,535

    1,061,794

    Sep 2016

    7,970

    636

    7,334

    570,869

    1,072,516

    Dec 2016

    6,767

    961

    5,806

    576,675

    1,082,823

    Mar 2017

    7,394

    1,240

    6,154

    582,829

    1,093,727

    Jun 2017

    8,409

    9,518

    -1,109

    581,720

    1,090,885

    Sep 2017

    7,361

    8,928

    -1,567

    580,153

    1,090,025

    Dec 2017

    6,237

    671

    5,566

    585,719

    1,099,928

    Mar 2018

    5,905

    724

    5,181

    590,900

    1,109,137

    Jun 2018

    5,531

    206

    5,325

    596,225

    1,118,650

    Asset allocation tables

    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 2013 through to June 2017 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 September 2017 and subsequent quarters are extrapolated from 2016–17 return form data.

    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.

    These are estimates of asset allocations for the total SMSF population. The data was extracted on 03 August 2018.

    Asset allocation tables ($ million)

    Date

    Listed trusts

    Unlisted trusts

    Insurance policy

    Other managed investments

    Cash and term deposits

    Debt securities

    Loans

    Jun 2013

    $16,699

    $42,504

    $183

    $21,126

    $142,147

    $4,638

    $3,529

    Sep 2013

    $17,803

    $45,315

    $190

    $22,586

    $143,190

    $4,672

    $3,557

    Dec 2013

    $18,544

    $47,200

    $195

    $23,569

    $144,408

    $4,712

    $3,578

    Mar 2014

    $18,998

    $48,356

    $197

    $24,561

    $145,933

    $4,762

    $3,600

    Jun 2014

    $20,135

    $48,699

    $166

    $24,650

    $144,218

    $6,209

    $3,771

    Sep 2014

    $20,267

    $49,017

    $167

    $25,000

    $145,030

    $6,244

    $3,778

    Dec 2014

    $20,891

    $50,528

    $170

    $25,953

    $146,057

    $6,289

    $3,779

    Mar 2015

    $22,289

    $53,908

    $179

    $27,628

    $147,388

    $6,346

    $3,790

    Jun 2015

    $24,166

    $56,116

    $154

    $28,888

    $147,284

    $7,499

    $4,075

    Sep 2015

    $23,670

    $54,964

    $150

    $29,048

    $147,864

    $7,529

    $4,077

    Dec 2015

    $24,537

    $56,979

    $153

    $29,919

    $148,603

    $7,566

    $4,080

    Mar 2016

    $24,322

    $56,479

    $150

    $29,629

    $149,472

    $7,611

    $4,069

    Jun 2016

    $27,571

    $64,103

    $141

    $30,418

    $151,142

    $9,105

    $4,494

    Sep 2016

    $28,511

    $66,288

    $107

    $33,852

    $151,195

    $9,108

    $4,502

    Dec 2016

    $29,917

    $69,559

    $107

    $35,447

    $151,542

    $9,129

    $4,509

    Mar 2017

    $31,129

    $72,377

    $108

    $36,325

    $152,287

    $9,174

    $4,525

    Jun 2017

    $31,668

    $74,967

    $173

    $33,198

    $171,774

    $11,332

    $4,577

    Sep 2017

    $31,775

    $75,220

    $172

    $33,835

    $171,903

    $11,340

    $4,581

    Dec 2017

    $33,228

    $78,661

    $173

    $34,897

    $172,249

    $11,363

    $4,593

    Mar 2018

    $32,632

    $77,249

    $171

    $35,160

    $172,937

    $11,409

    $4,605

    Jun 2018

    $34,283

    $81,159

    $172

    $35,221

    $174,212

    $11,493

    $4,613

    Asset allocation tables ($ million) continued 

    Date

    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 2013

    $139,599

    $5,280

    $8,845

    $56,732

    $17,291

    $496

    $12,828

    Sep 2013

    $153,328

    $5,323

    $9,145

    $58,657

    $17,878

    $500

    $12,931

    Dec 2013

    $158,289

    $5,354

    $9,610

    $61,639

    $18,787

    $503

    $13,006

    Mar 2014

    $161,667

    $5,387

    $9,875

    $63,343

    $19,306

    $506

    $13,086

    Jun 2014

    $163,955

    $5,597

    $15,553

    $60,434

    $20,013

    $442

    $14,425

    Sep 2014

    $162,488

    $5,607

    $15,895

    $61,765

    $20,454

    $442

    $14,450

    Dec 2014

    $167,311

    $5,610

    $16,403

    $63,739

    $21,108

    $443

    $14,457

    Mar 2015

    $184,733

    $5,625

    $16,890

    $65,630

    $21,734

    $444

    $14,497

    Jun 2015

    $173,870

    $6,343

    $21,434

    $64,609

    $23,460

    $417

    $16,883

    Sep 2015

    $161,683

    $6,345

    $22,056

    $66,485

    $24,142

    $417

    $16,889

    Dec 2015

    $171,671

    $6,349

    $22,310

    $67,252

    $24,420

    $417

    $16,900

    Mar 2016

    $166,825

    $6,333

    $22,549

    $67,971

    $24,681

    $416

    $16,856

    Jun- 2016

    $174,895

    $7,013

    $26,914

    $67,665

    $29,121

    $344

    $17,752

    Sep 2016

    $182,904

    $7,025

    $27,517

    $69,180

    $29,773

    $344

    $17,782

    Dec 2016

    $191,687

    $7,037

    $28,911

    $72,684

    $31,281

    $345

    $17,812

    Mar 2017

    $200,710

    $7,061

    $29,893

    $75,153

    $32,344

    $346

    $17,873

    Jun 2017

    $204,660

    $7,515

    $37,216

    $65,122

    $34,248

    $313

    $18,770

    Sep 2017

    $204,926

    $7,521

    $37,419

    $65,477

    $34,434

    $313

    $18,786

    Dec 2017

    $219,812

    $7,540

    $38,124

    $66,710

    $35,083

    $314

    $18,833

    Mar 2018

    $210,940

    $7,561

    $38,294

    $67,009

    $35,240

    $315

    $18,884

    Jun 2018

    $229,181

    $7,574

    $38,859

    $67,997

    $35,760

    $315

    $18,917

    Asset allocation tables ($ million) continued

    Date

    Overseas shares ($m)

    Overseas non-residential real property ($m)

    Overseas residential real property ($m)

    Overseas managed investments ($m)

    Other overseas assets ($m)

    Jun 2013

    $1,954

    $107

    $213

    $388

    $1,945

    Sep 2013

    $2,146

    $117

    $234

    $427

    $2,136

    Dec 2013

    $2,215

    $121

    $241

    $440

    $2,205

    Mar 2014

    $2,262

    $124

    $247

    $450

    $2,252

    Jun 2014

    $1,838

    $114

    $240

    $486

    $2,234

    Sep 2014

    $1,822

    $113

    $238

    $482

    $2,214

    Dec 2014

    $1,876

    $116

    $245

    $496

    $2,280

    Mar 2015

    $2,071

    $128

    $270

    $548

    $2,517

    Jun 2015

    $3,460

    $116

    $268

    $702

    $2,670

    Sep 2015

    $3,218

    $108

    $250

    $652

    $2,482

    Dec 2015

    $3,417

    $115

    $265

    $693

    $2,636

    Mar 2016

    $3,320

    $112

    $258

    $673

    $2,561

    Jun 2016

    $4,033

    $127

    $280

    $726

    $2,527

    Sep 2016

    $4,218

    $133

    $293

    $759

    $2,643

    Dec 2016

    $4,421

    $139

    $307

    $796

    $2,770

    Mar 2017

    $4,629

    $146

    $321

    $833

    $2,901

    Jun 2017

    $5,519

    $137

    $237

    $763

    $2,404

    Sep 2017

    $5,527

    $137

    $237

    $764

    $2,407

    Dec 2017

    $5,928

    $147

    $254

    $819

    $2,582

    Mar 2018

    $5,689

    $141

    $244

    $786

    $2,478

    Jun 2018

    $6,181

    $154

    $265

    $854

    $2,692

    Asset allocation tables ($ million) continued

     Date

    Total Australian and overseas assets ($m)

    Borrowings ($m)

    Other Liabilities ($m)

    Total net Australian and overseas assets ($m)

    Jun 2013

    $476,505

    $9,803

    $3,985

    $462,717

    Sep 2013

    $500,134

    $10,289

    $4,183

    $485,662

    Dec 2013

    $514,615

    $10,587

    $4,304

    $499,724

    Mar 2014

    $524,912

    $10,799

    $4,390

    $509,723

    Jun 2014

    $533,179

    $13,789

    $4,760

    $514,630

    Sep 2014

    $535,473

    $13,848

    $4,781

    $516,844

    Dec 2014

    $547,751

    $14,166

    $4,891

    $528,694

    Mar 2015

    $576,614

    $14,912

    $5,148

    $556,554

    Jun 2015

    $582,414

    $18,199

    $5,527

    $558,688

    Sep 2015

    $572,029

    $17,874

    $5,429

    $548,726

    Dec 2015

    $588,283

    $18,382

    $5,583

    $564,318

    Mar 2016

    $584,285

    $18,257

    $5,545

    $560,483

    Jun 2016

    $618,371

    $21,073

    $5,559

    $591,739

    Sep 2016

    $636,136

    $21,678

    $5,718

    $608,740

    Dec 2016

    $658,400

    $22,437

    $5,919

    $630,044

    Mar 2017

    $678,133

    $23,109

    $6,096

    $648,928

    Jun 2017

    $704,589

    $20,769

    $5,375

    $678,445

    Sep 2017

    $706,774

    $20,834

    $5,392

    $680,548

    Dec 2017

    $731,311

    $21,557

    $5,579

    $704,175

    Mar 2018

    $721,744

    $21,275

    $5,506

    $694,963

    Jun 2018

    $749,899

    $22,105

    $5,721

    $722,073

      Last modified: 25 Oct 2018QC 56994