• 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 6 January 2015.

     

    Establishments

    Windups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun-10

    29,940

    15,099

    14,841

    414,208

    787,544

    Jun-11

    33,219

    7,135

    26,084

    440,292

    836,971

    Jun-12

    41,074

    7,513

    33,561

    473,853

    900,130

    Jun-13

    39,593

    10,311

    29,282

    503,135

    951,997

    Jun-14

    33,673

    7,412

    26,261

    529,396

    1,002,485

    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 2010 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 6 January 2015.

     

    Establishments

    Wind-ups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun-10

    8,662

    12,240

    -3,578

    414,208

    787,544

    Sep-10

    8,526

    676

    7,850

    422,058

    805,108

    Dec-10

    7,618

    637

    6,981

    429,039

    817,527

    Mar-11

    7,465

    689

    6,776

    435,815

    829,574

    Jun-11

    9,610

    5,133

    4,477

    440,292

    836,971

    Sep-11

    10,592

    961

    9,631

    449,923

    858,082

    Dec-11

    8,925

    522

    8,403

    458,326

    873,061

    Mar-12

    9,880

    654

    9,226

    467,552

    889,497

    Jun-12

    11,677

    5,376

    6,301

    473,853

    900,130

    Sep-12

    11,548

    1,811

    9,737

    483,590

    917,666

    Dec-12

    9,904

    734

    9,170

    492,760

    934,099

    Mar-13

    8,600

    872

    7,728

    500,488

    947,922

    Jun-13

    9,541

    6,894

    2,647

    503,135

    951,997

    Sep-13

    9,320

    1,022

    8,298

    511,433

    970,791

    Dec-13

    7,945

    584

    7,361

    518,794

    983,982

    Mar-14

    7,852

    783

    7,069

    525,863

    996,628

    Jun-14

    8,556

    5,023

    3,533

    529,396

    1,002,485

    Sep-14

    9,426

    277

    9,149

    538,545

    1,022,293

    Dec-14

    6,952

    163

    6,789

    545,334

    1,034,497

    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.

    Find out more

    End of find out more

    The figures for June 2010 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.

    Attention

    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.  

    End of attention

    These estimates relate to the total SMSF population. The data was extracted on 6 January 2015.

     

    Listed trusts ($m)

    Unlisted trusts ($m)

    Insurance policy ($m)

    Other managed investments ($m)

    Cash and term deposits ($m)

    Debt securities ($m)

    Loans ($m)

    Jun-10

    17,252

    34,261

    178

    17,640

    96,117

    2,197

    2,558

    Sep-10

    18,036

    35,818

    184

    18,758

    97,688

    2,233

    2,589

    Dec-10

    18,725

    37,186

    187

    19,542

    99,827

    2,281

    2,618

    Mar-11

    19,249

    38,226

    189

    20,281

    102,291

    2,338

    2,681

    Jun-11

    16,557

    37,230

    161

    19,379

    114,303

    2,762

    2,911

    Sep-11

    15,620

    35,124

    157

    18,407

    116,438

    2,813

    2,939

    Dec-11

    15,920

    35,799

    159

    18,910

    118,941

    2,874

    2,957

    Mar-12

    16,896

    37,992

    167

    20,384

    121,898

    2,945

    2,989

    Jun-12

    14,538

    37,824

    173

    18,164

    135,818

    3,627

    3,129

    Sep-12

    15,248

    39,672

    179

    19,210

    137,553

    3,673

    3,170

    Dec-12

    16,067

    41,802

    180

    20,100

    139,478

    3,725

    3,181

    Mar-13

    16,949

    44,098

    185

    21,281

    141,854

    3,788

    3,207

    Jun-13

    17,335

    43,054

    183

    21,900

    146,714

    4,794

    3,371

    Sep-13

    18,524

    46,007

    190

    23,513

    148,148

    4,841

    3,407

    Dec-13

    19,337

    48,026

    195

    24,657

    149,748

    4,893

    3,434

    Mar-14

    19,854

    49,309

    197

    25,849

    151,663

    4,956

    3,463

    Jun-14

    20,414

    50,699

    203

    26,790

    154,248

    5,040

    3,505

    Sep-14

    20,619

    51,210

    205

    27,319

    155,397

    5,078

    3,518

    Dec-14

    21,076

    52,345

    205

    27,322

    156,734

    5,122

    3,518

     

     

    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-10

    110,993

    4,332

    754

    41,101

    13,121

    618

    11,128

    Sep-10

    120,466

    4,386

    767

    41,327

    13,194

    626

    11,265

    Dec-10

    126,574

    4,434

    784

    42,390

    13,533

    633

    11,389

    Mar-11

    131,881

    4,541

    803

    42,983

    13,722

    648

    11,664

    Jun-11

    125,446

    4,729

    1,407

    47,589

    14,639

    713

    12,411

    Sep-11

    111,375

    4,775

    1,433

    47,542

    14,625

    720

    12,532

    Dec-11

    114,414

    4,804

    1,464

    48,072

    14,788

    724

    12,609

    Mar-12

    125,136

    4,856

    1,500

    49,455

    15,213

    732

    12,744

    Jun-12

    118,353

    5,173

    2,483

    53,498

    16,108

    543

    12,130

    Sep-12

    128,711

    5,240

    2,515

    54,042

    16,272

    550

    12,289

    Dec-12

    137,840

    5,259

    2,550

    56,012

    16,865

    552

    12,332

    Mar-13

    149,662

    5,302

    2,594

    57,363

    17,272

    557

    12,433

    Jun-13

    145,214

    5,669

    8,782

    57,438

    17,332

    470

    12,748

    Sep-13

    159,849

    5,728

    8,868

    59,528

    17,963

    475

    12,881

    Dec-13

    165,387

    5,774

    8,964

    62,690

    18,917

    479

    12,985

    Mar-14

    169,286

    5,823

    9,078

    64,563

    19,482

    483

    13,094

    Jun-14

    172,113

    5,894

    9,233

    67,125

    20,255

    489

    13,254

    Sep-14

    170,885

    5,914

    9,302

    68,957

    20,808

    491

    13,301

    Dec-14

    176,218

    5,915

    9,382

    69,861

    21,081

    491

    13,302

     

     

    Overseas shares ($m)

    Overseas non-residential real property ($m)

    Overseas residential real property ($m)

    Overseas managed investments ($m)

    Other overseas assets ($m)

    Jun-10

    1,055

    87

    124

    310

    1,489

    Sep-10

    1,145

    94

    134

    337

    1,616

    Dec-10

    1,203

    99

    141

    354

    1,698

    Mar-11

    1,253

    103

    147

    369

    1,770

    Jun-11

    1,365

    85

    140

    315

    1,699

    Sep-11

    1,212

    75

    125

    280

    1,508

    Dec-11

    1,245

    77

    128

    287

    1,549

    Mar-12

    1,362

    85

    140

    314

    1,694

    Jun-12

    1,473

    94

    169

    302

    1,624

    Sep-12

    1,602

    102

    183

    328

    1,766

    Dec-12

    1,716

    109

    196

    351

    1,891

    Mar-13

    1,863

    119

    213

    382

    2,053

    Jun-13

    2,004

    100

    196

    406

    1,986

    Sep-13

    2,206

    110

    216

    446

    2,186

    Dec-13

    2,282

    114

    224

    462

    2,262

    Mar-14

    2,336

    117

    229

    473

    2,315

    Jun-14

    2,375

    119

    233

    481

    2,354

    Sep-14

    2,358

    118

    231

    477

    2,337

    Dec-14

    2,432

    122

    238

    492

    2,410

     

     

    Total Australian and overseas assets ($m)

    Borrowings ($m)

    Other Liabilities ($m)

    Total net Australian and overseas assets ($m)

    Jun-10

    355,315

    2,927

    3,225

    349,163

    Sep-10

    370,662

    2,975

    3,278

    364,410

    Dec-10

    383,598

    3,041

    3,350

    377,207

    Mar-11

    395,137

    3,117

    3,434

    388,587

    Jun-11

    403,841

    4,737

    3,480

    395,624

    Sep-11

    387,701

    4,826

    3,545

    379,330

    Dec-11

    395,721

    4,928

    3,620

    387,173

    Mar-12

    416,502

    5,047

    3,708

    407,746

    Jun-12

    425,223

    6,680

    3,646

    414,897

    Sep-12

    442,305

    6,765

    3,693

    431,847

    Dec-12

    460,206

    6,860

    3,745

    449,601

    Mar-13

    481,173

    6,978

    3,809

    470,385

    Jun-13

    489,697

    9,690

    3,935

    476,072

    Sep-13

    515,086

    9,785

    3,973

    501,327

    Dec-13

    530,831

    9,891

    4,016

    516,924

    Mar-14

    542,572

    10,019

    4,068

    528,485

    Jun-14

    554,824

    10,195

    4,140

    540,489

    Sep-14

    558,526

    10,270

    4,170

    544,086

    Dec-14

    568,264

    10,359

    4,206

    553,700

    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 2010 through to 2013 financial years.

    Find out more

    End of find out more

    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 (%)

    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 2010 through to the 2013 years. These figures are based on SMSF annual return data.

    Find out more

    End of find out more

    The data was extracted on 9 July 2014.

    Proportion of funds (%)

    Number of members

    2009–10

    2010–11

    2011–12

    2012–13

    1

    22.8

    22.8

    22.7

    22.6

    2

    68.3

    68.6

    69.0

    69.5

    3

    4.4

    4.2

    4.1

    3.9

    4

    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.

    Attention

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

    End of attention

    These figures are estimates based on SMSF annual return data for the 2010 to 2013 financial years.

    Find out more

    End of find out more

    The data was extracted on 9 July 2014.

    Funds (%)

    State

    2009–10

    2010–11

    2011–12

    2012–13

    ACT

    1.8

    1.8

    1.8

    1.8

    NSW

    31.5

    31.6

    31.7

    31.8

    NT

    0.2

    0.2

    0.2

    0.2

    QLD

    17.0

    16.8

    16.6

    16.4

    SA

    7.2

    7.1

    7.2

    7.0

    TAS

    1.4

    1.4

    1.4

    1.4

    VIC

    29.8

    30.5

    30.7

    31.1

    WA

    11.1

    10.6

    10.4

    10.3

    Members (%)

    State

    2009–10

    2010–11

    2011–12

    2012–13

    ACT

    1.8

    1.8

    1.8

    1.8

    NSW

    31.6

    31.7

    31.8

    31.9

    NT

    0.2

    0.2

    0.2

    0.2

    QLD

    17.1

    16.9

    16.6

    16.5

    SA

    7.2

    7.2

    7.2

    7.0

    TAS

    1.4

    1.4

    1.4

    1.3

    VIC

    29.7

    30.3

    30.6

    31.0

    WA

    11.1

    10.6

    10.4

    10.3

    Assets (%)

    State

    2009–10

    2010–11

    2011–12

    2012–13

    ACT

    1.8

    1.7

    1.8

    1.9

    NSW

    32.0

    32.2

    32.3

    32.6

    NT

    0.2

    0.2

    0.2

    0.2

    QLD

    17.0

    16.6

    16.4

    16.1

    SA

    7.1

    7.1

    7.2

    7.0

    TAS

    1.3

    1.3

    1.3

    1.2

    VIC

    30.1

    30.6

    30.8

    31.3

    WA

    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.

    Attention

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

    End of attention

    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 2010 to 2013 financial years.

    Attention End of attention

    The data was extracted on 9 July 2014.

    Proportion of funds (%)

    Asset ranges

    2009–10

    2010–11

    2011–12

    2012–13

    $0–$50,000

    7.7

    7.1

    7.2

    6.7

    >$50,000–$100,000

    6.5

    5.8

    5.9

    5.1

    >$100,000–$150,000

    6.3

    5.9

    6.0

    5.4

    >$150,000–$200,000

    5.7

    5.5

    5.5

    5.1

    >$200,000–$500,000

    25.6

    25.2

    25.5

    24.7

    >$500,000–$1m

    22.4

    22.7

    22.9

    23.4

    >$1m–$2m

    15.9

    16.8

    16.5

    17.6

    >$2m–$5m

    8.4

    9.0

    8.8

    9.9

    >$5m–$10m

    1.3

    1.6

    1.5

    1.8

    >$10m

    0.3

    0.3

    0.3

    0.4

    Total

    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 2010 to 2013 financial years.

    Attention End of attention

    The data was extracted on 9 July 2014.

    Asset values

    2009–10

    2010–11

    2011–12

    2012–13

    Average assets per member

    455,755

    488,536

    480,586

    523,814

    Median assets per member

    268,612

    285,305

    279,793

    313,003

    Average assets per SMSF

    868,184

    929,145

    912,450

    992,107

    Median assets per SMSF

    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.
    Attention

    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.

    End of attention

    These figures are estimates based on SMSF annual return data for the 2010 to 2013 financial years.

    Find out more

    End of find out more

    The data was extracted on 9 July 2014.

     

    Contributions ($m)

    Transfers ($m)

    Benefit payments ($m)

    Admin & investment expenses ($m)

    Member

    Employer

    Other

    Inward

    Outward

    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

    December 2014 quarter establishment tables

    The following tables relate to funds established between 1 October 2014 and 31 December 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 December 2014 quarter.

    Attention

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

    End of attention

    The data behind this table was extracted on 6 January 2015 based on ABR data as at that date.

    State

    ACT

    NSW

    NT

    QLD

    SA

    TAS

    VIC

    WA

    Number of funds

    1.1%

    37.3%

    0.2%

    16.8%

    5.6%

    0.9%

    31.7%

    6.5%

    2014 quarterly establishments demographic table – age ranges

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

    The data behind this table was extracted on 6 January 2015 based on ABR data as at that date.

    Attention

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

    End of attention

    Age ranges

    Male (%)

    Female (%)

    Total (%)

    < 25

    1.4

    1.3

    1.4

    25-34

    10.2

    12.5

    11.3

    35-44

    29.0

    29.0

    29.0

    45-54

    32.2

    32.7

    32.5

    55-64

    20.6

    20.2

    20.4

    >64

    6.6

    4.4

    5.5

    Unknown

    ..

    ..

    ..

    Total

    100.0

    100.0

    100.0

    All ages

    53.3

    46.7

    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 December 2014 quarter. The data was extracted on 6 January 2015 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

    6.5

    17.6

    11.7

    >$20,000–$40,000

    10.1

    21.2

    15.3

    >$40,000–$60,000

    13.5

    19.1

    16.1

    >$60,000–$80,000

    15.4

    14.1

    14.8

    >$80,000–$100,000

    12.6

    8.3

    10.6

    >$100,000–$150,000

    18.7

    8.3

    13.8

    >$150,000–$200,000

    9.3

    4.2

    6.9

    >$200,000–$500,000

    9.7

    3.0

    6.6

    >$500,000

    2.2

    0.5

    1.4

    Unknown

    2.1

    3.7

    2.8

    Total

    100.0

    100.0

    100.0

      Last modified: 19 Feb 2015QC 44279