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  • 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.

    To view figures from before 2011, refer to:

    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 2015 extrapolated from 2013–14 data.

    The data was extracted on 4 April 2016.

    Population table – annual data

     

    Establishments

    Windups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun-11

    33,220

    7,238

    25,982

    440,121

    836,645

    Jun-12

    41,082

    7,740

    33,342

    473,463

    899,384

    Jun-13

    39,620

    10,834

    28,786

    502,249

    950,311

    Jun-14

    33,804

    11,712

    22,092

    524,341

    992,868

    Jun-15

    34,320

    8,914

    25,406

    549,747

    1,041,087

    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 2011 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 2013–14 return form data.

    The data was extracted on 4 April 2016.

    Population table – quarterly data

     

    Establishments

    Wind-ups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun-11

    9,610

    5,190

    4,420

    440,121

    836,645

    Sep-11

    10,593

    1,035

    9,558

    449,679

    857,616

    Dec-11

    8,925

    524

    8,401

    458,080

    872,591

    Mar-12

    9,884

    665

    9,219

    467,299

    889,013

    Jun-12

    11,680

    5,516

    6,164

    473,463

    899,384

    Sep-12

    11,553

    2,005

    9,548

    483,011

    916,566

    Dec-12

    9,910

    777

    9,133

    492,144

    932,927

    Mar-13

    8,604

    889

    7,715

    499,859

    946,725

    Jun-13

    9,553

    7,163

    2,390

    502,249

    950,311

    Sep-13

    9,337

    1,514

    7,823

    510,072

    968,203

    Dec-13

    7,958

    788

    7,170

    517,242

    981,030

    Mar-14

    7,885

    1,062

    6,823

    524,065

    993,206

    Jun-14

    8,624

    8,348

    276

    524,341

    992,868

    Sep-14

    9,553

    755

    8,798

    533,139

    1,012,009

    Dec-14

    8,032

    809

    7,223

    540,362

    1,024,929

    Mar-15

    8,038

    944

    7,094

    547,456

    1,037,604

    Jun-15

    8,697

    6,406

    2,291

    549,747

    1,041,087

    Sep-15

    9,616

    226

    9,390

    559,137

    1,061,399

    Dec-15

    7,081

    228

    6,853

    565,990

    1,073,711

    Mar-16

    6,504

    70

    6,434

    572,424

    1,085,286

    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 2011 through to June 2014 are estimates based on return form data for those financial years, with estimates for June 2015 and recent quarters extrapolated from 2013–14 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 data from 2013 and 2014 returns.

    These estimates relate to the total SMSF population. The data was extracted on 4 April 2016.

    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-11

    16,473

    37,132

    162

    19,280

    113,838

    2,747

    2,937

    Sep-11

    15,530

    35,006

    158

    18,297

    115,885

    2,797

    2,963

    Dec-11

    15,817

    35,653

    160

    18,783

    118,291

    2,855

    2,979

    Mar-12

    16,774

    37,810

    167

    20,234

    121,147

    2,924

    3,009

    Jun-12

    14,412

    37,706

    171

    18,035

    134,852

    3,594

    3,180

    Sep-12

    15,104

    39,515

    177

    19,057

    136,458

    3,637

    3,219

    Dec-12

    15,902

    41,603

    178

    19,924

    138,253

    3,685

    3,227

    Mar-13

    16,762

    43,854

    183

    21,077

    140,492

    3,745

    3,251

    Jun-13

    16,910

    42,731

    183

    21,407

    143,765

    4,703

    3,464

    Sep-13

    18,031

    45,563

    190

    22,931

    144,840

    4,738

    3,492

    Dec-13

    18,784

    47,466

    195

    23,977

    146,098

    4,779

    3,513

    Mar-14

    19,249

    48,641

    197

    25,041

    147,678

    4,831

    3,535

    Jun-14

    20,751

    49,328

    167

    25,396

    147,747

    6,421

    3,654

    Sep-14

    20,881

    49,637

    168

    25,806

    148,538

    6,455

    3,659

    Dec-14

    21,518

    51,152

    171

    26,837

    149,545

    6,499

    3,660

    Mar-15

    22,951

    54,557

    181

    28,598

    150,859

    6,556

    3,668

    Jun-15

    23,001

    54,676

    177

    28,038

    152,867

    6,643

    3,711

    Sep-15

    22,553

    53,613

    173

    28,127

    153,636

    6,677

    3,716

    Dec-15

    23,403

    55,631

    176

    29,048

    154,557

    6,717

    3,723

    Mar-16

    23,227

    55,215

    176

    29,041

    155,541

    6,759

    3,722

    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-11

    124,845

    4,723

    1,398

    47,451

    14,608

    712

    12,399

    Sep-11

    110,754

    4,766

    1,423

    47,372

    14,584

    718

    12,511

    Dec-11

    113,695

    4,792

    1,452

    47,865

    14,735

    722

    12,578

    Mar-12

    124,268

    4,840

    1,487

    49,208

    15,149

    730

    12,704

    Jun-12

    117,367

    5,165

    2,520

    53,306

    16,087

    548

    12,129

    Sep-12

    127,536

    5,228

    2,544

    53,801

    16,237

    555

    12,277

    Dec-12

    136,474

    5,242

    2,634

    55,717

    16,815

    556

    12,310

    Mar-13

    148,065

    5,281

    2,696

    57,014

    17,206

    560

    12,400

    Jun-13

    141,398

    5,305

    8,870

    57,161

    17,341

    485

    12,822

    Sep-13

    155,324

    5,348

    9,173

    59,109

    17,932

    489

    12,927

    Dec-13

    160,376

    5,380

    9,640

    62,124

    18,847

    491

    13,004

    Mar-14

    163,840

    5,415

    9,909

    63,857

    19,373

    495

    13,088

    Jun-14

    169,166

    5,641

    15,576

    61,262

    20,008

    420

    14,411

    Sep-14

    167,605

    5,649

    15,915

    62,595

    20,443

    421

    14,432

    Dec-14

    172,529

    5,650

    16,418

    64,576

    21,090

    421

    14,435

    Mar-15

    190,439

    5,664

    16,900

    66,471

    21,709

    422

    14,469

    Jun-15

    178,935

    5,729

    17,995

    70,774

    23,115

    427

    14,638

    Sep-15

    166,589

    5,738

    18,537

    72,906

    23,811

    427

    14,658

    Dec-15

    177,045

    5,747

    18,769

    73,820

    24,109

    428

    14,683

    Mar-16

    172,140

    5,746

    19,008

    74,760

    24,416

    428

    14,680

    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-11

    1,360

    85

    141

    313

    1,692

    Sep-11

    1,206

    75

    125

    277

    1,501

    Dec-11

    1,238

    77

    129

    285

    1,541

    Mar-12

    1,353

    84

    141

    311

    1,684

    Jun-12

    1,467

    93

    171

    300

    1,615

    Sep-12

    1,594

    102

    186

    326

    1,755

    Dec-12

    1,706

    109

    199

    349

    1,878

    Mar-13

    1,850

    118

    215

    378

    2,038

    Jun-13

    1,974

    107

    206

    395

    1,962

    Sep-13

    2,169

    118

    227

    433

    2,156

    Dec-13

    2,239

    122

    234

    448

    2,226

    Mar-14

    2,288

    124

    239

    457

    2,274

    Jun-14

    1,857

    116

    226

    495

    2,272

    Sep-14

    1,840

    115

    224

    491

    2,251

    Dec-14

    1,894

    118

    231

    505

    2,317

    Mar-15

    2,091

    131

    255

    558

    2,558

    Jun-15

    1,964

    123

    239

    524

    2,404

    Sep-15

    1,829

    114

    223

    488

    2,238

    Dec-15

    1,944

    121

    237

    518

    2,378

    Mar-16

    1,890

    118

    230

    504

    2,312

    Asset allocation tables ($m) continued 

     

    Total Australian and overseas assets ($m)

    Borrowings ($m)

    Other Liabilities ($m)

    Total net Australian and overseas assets ($m)

    Jun-11

    402,295

    4,733

    3,482

    394,080

    Sep-11

    385,947

    4,818

    3,545

    377,584

    Dec-11

    393,646

    4,917

    3,617

    385,112

    Mar-12

    414,024

    5,033

    3,703

    405,288

    Jun-12

    422,718

    6,702

    3,654

    412,362

    Sep-12

    439,306

    6,782

    3,697

    428,826

    Dec-12

    456,759

    6,872

    3,746

    446,142

    Mar-13

    477,184

    6,984

    3,807

    466,393

    Jun-13

    481,193

    9,832

    3,965

    467,395

    Sep-13

    505,188

    9,906

    3,995

    491,287

    Dec-13

    519,944

    9,991

    4,029

    505,924

    Mar-14

    530,531

    10,100

    4,073

    516,358

    Jun-14

    544,917

    13,709

    4,650

    526,558

    Sep-14

    547,126

    13,783

    4,675

    528,668

    Dec-14

    559,566

    13,876

    4,706

    540,983

    Mar-15

    589,035

    13,998

    4,748

    570,289

    Jun-15

    585,979

    14,189

    4,812

    566,978

    Sep-15

    576,054

    14,258

    4,836

    556,959

    Dec-15

    593,054

    14,343

    4,865

    573,846

    Mar-16

    589,913

    14,434

    4,896

    570,583

      Last modified: 25 May 2016QC 49091