• 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 2013 extrapolated from 2011–12 data.

    The data was extracted on 8 July 2013.

      Jun-08 Jun-09 Jun-10 Jun-11 Jun-12 Jun-13

    Establishments

    31,628

    32,596

    29,924

    33,198

    41,017

    35,776

    Wind-ups

    6,113

    8,743

    14,975

    6,680

    6,178

    2,230

    Net 
    establishments

    25,515

    23,853

    14,949

    26,518

    34,839

    33,546

    Total number 
    of SMSFs

    375,657

    399,510

    414,459

    440,977

    475,816

    509,362

    Total members
    of SMSFs

    713,077

    758,827

    788,026

    838,282

    899,539

    963,852

    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 2008 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 2011–12 return form data.

    The data was extracted on 8 July 2013.

     

    Jun-08 Sep-08 Dec-08 Mar-09 Jun-09 Sep-09 Dec-09 Mar-10

    Establishments

    11,117

    9,185

    7,455

    6,677

    9,279

    7,669

    6,684

    6,916

    Wind-ups

    4,791

    1,334

    978

    883

    5,548

    1,482

    633

    640

    Net establishments

    6,326

    7,851

    6,477

    5,794

    3,731

    6,187

    6,051

    6,276

    Total number of SMSFs

    375,657

    383,508

    389,985

    395,779

    399,510

    405,697

    411,748

    418,024

    Total members of SMSFs

    713,077

    731,306

    742,708

    752,907

    758,827

    773,961

    784,716

    795,874

     

    Jun-10 Sep-10 Dec-10 Mar-11 Jun-11 Sep-11 Dec-11 Mar-12

    Establishments

    8,655

    8,523

    7,613

    7,464

    9,598

    10,577

    8,917

    9,875

    Wind-ups

    12,220

    577

    598

    634

    4,871

    780

    396

    522

    Net establishments

    -3,565

    7,946

    7,015

    6,830

    4,727

    9,797

    8,521

    9,353

    Total number of SMSFs

    414,459

    422,405

    429,420

    436,250

    440,977

    450,774

    459,295

    468,648

    Total members of SMSFs

    788,026

    805,771

    818,256

    830,406

    838,282

    855,307

    870,516

    887,201

     

    Jun-12 Sep-12 Dec-12 Mar-13 Jun-13

    Establishments

    11,648

    11,504

    9,843

    8,398

    6,031

    Wind-ups

    4,480

    1,182

    327

    323

    398

    Net establishments

    7,168

    10,322

    9,516

    8,075

    5,633

    Total number of SMSFs

    475,816

    486,138

    495,654

    503,729

    509,362

    Total members of SMSFs

    899,539

    922,397

    939,394

    953,813

    963,852

    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 now also contain estimates of borrowings, other liabilities and total net Australian and overseas assets held by SMSFs.

    Further information

    To view figures for June 2004 – June 2007, refer to Self-managed super fund statistical report - June 2012.

    End of further information

    The figures for June 2008 through to June 2012 are estimates based on return form data for those financial years, with estimates for June 2013 and recent quarters extrapolated from 2011–12 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.

    These estimates relate to the total SMSF population. The data was extracted on 8 July 2013.

     

    Jun-08 Sep-08 Dec-08 Mar-09 Jun-09 Sep-09 Dec-09 Mar-10

    Listed trusts

    23,709

    22,566

    20,795

    20,995

    17,997

    20,531

    21,700

    22,548

    Unlisted trusts

    29,679

    28,248

    26,032

    26,282

    30,177

    34,426

    36,387

    37,808

    Insurance policy

    239

    236

    221

    216

    193

    209

    214

    217

    Other managed investments

    18,238

    17,549

    15,835

    15,697

    15,578

    17,550

    18,059

    18,848

    Cash and term deposits

    81,600

    83,799

    86,127

    89,033

    94,098

    96,189

    97,671

    99,237

    Debt securities

    2,112

    2,169

    2,230

    2,305

    1,880

    1,922

    1,951

    1,982

    Loans

    2,286

    2,337

    2,360

    2,403

    2,383

    2,417

    2,444

    2,489

    Listed shares

    102,833

    93,187

    77,391

    77,173

    92,926

    113,341

    117,873

    120,484

    Unlisted shares

    3,986

    4,076

    4,116

    4,191

    4,205

    4,265

    4,314

    4,392

    Derivatives and instalment warrants

    421

    432

    444

    459

    496

    507

    515

    524

    Non-residential real property

    30,305

    30,226

    30,607

    31,279

    36,017

    38,245

    41,073

    43,372

    Residential real property

    10,631

    10,604

    10,737

    10,973

    11,533

    12,247

    13,152

    13,889

    Artwork, collectibles, metal or jewels

    435

    445

    449

    457

    527

    535

    541

    551

    Other assets

    10,671

    10,913

    11,019

    11,219

    11,268

    11,430

    11,560

    11,769

    Overseas shares

    855

    775

    644

    642

    804

    980

    1,019

    1,042

    Overseas non-residential real property

    60

    54

    45

    45

    71

    87

    90

    92

    Overseas residential real property

    92

    84

    70

    69

    100

    123

    127

    130

    Overseas managed investments

    327

    297

    246

    246

    285

    348

    362

    370

    Other overseas assets

    1,601

    1,450

    1,205

    1,201

    1,397

    1,703

    1,772

    1,811

    Total Australian and overseas assets ($m)

    320,080

    309,448

    290,573

    294,885

    321,936

    357,054

    370,824

    381,555

    Borrowings

    502

    516

    530

    548

    1,306

    1,335

    1,356

    1,377

    Other Liabilities

    4,271

    4,386

    4,508

    4,660

    3,483

    3,560

    3,615

    3,673

    Total net Australian and overseas assets ($m)

    315,307

    304,547

    285,535

    289,677

    317,147

    352,159

    365,853

    376,505

     

    Jun-10 Sep-10 Dec-10 Mar-11 Jun-11 Sep-11 Dec-11 Mar-12

    Listed trusts

    17,414

    18,216

    18,903

    19,420

    16,882

    15,919

    16,243

    17,188

    Unlisted trusts

    34,400

    35,984

    37,342

    38,362

    37,522

    35,381

    36,102

    38,201

    Insurance policy

    180

    186

    189

    191

    163

    159

    162

    169

    Other managed investments

    17,819

    19,017

    19,837

    20,615

    19,758

    18,742

    19,253

    20,757

    Cash and term deposits

    96,849

    98,439

    100,600

    103,088

    115,669

    117,824

    120,351

    123,336

    Debt securities

    2,221

    2,258

    2,307

    2,365

    2,817

    2,870

    2,931

    3,004

    Loans

    2,525

    2,556

    2,585

    2,647

    2,848

    2,875

    2,893

    2,924

    Listed shares

    111,970

    121,533

    127,703

    133,063

    127,862

    113,514

    116,605

    127,525

    Unlisted shares

    4,345

    4,398

    4,447

    4,555

    4,751

    4,797

    4,826

    4,878

    Derivatives and instalment warrants

    755

    768

    784

    804

    1,418

    1,444

    1,475

    1,512

    Non-residential real property

    41,235

    41,511

    42,536

    43,074

    47,854

    47,763

    48,407

    49,505

    Residential real property

    13,169

    13,257

    13,584

    13,756

    14,677

    14,649

    14,847

    15,183

    Artwork, collectibles, metal or jewels

    613

    620

    627

    642

    699

    706

    710

    718

    Other assets

    11,106

    11,243

    11,368

    11,643

    12,400

    12,520

    12,596

    12,731

    Overseas shares

    1,059

    1,149

    1,207

    1,258

    1,381

    1,226

    1,260

    1,378

    Overseas non-residential real property

    87

    94

    99

    103

    82

    73

    75

    82

    Overseas residential real property

    122

    132

    139

    145

    133

    118

    122

    133

    Overseas managed investments

    314

    340

    358

    373

    322

    286

    293

    321

    Other overseas assets

    1,495

    1,623

    1,705

    1,777

    1,711

    1,519

    1,560

    1,706

    Total Australian and overseas assets ($m)

    357,676

    373,326

    386,320

    397,879

    408,950

    392,387

    400,712

    421,249

    Borrowings

    2,920

    2,968

    3,033

    3,108

    4,706

    4,794

    4,896

    5,018

    Other Liabilities

    3,203

    3,256

    3,327

    3,410

    3,445

    3,509

    3,584

    3,673

    Total net Australian and overseas assets ($m)

    351,553

    367,102

    379,959

    391,362

    400,799

    384,085

    392,231

    412,558

     

    Jun-12 Sep-12 Dec-12 Mar-13 Jun-13

    Listed trusts

    15,307

    16,123

    17,043

    17,998

    18,096

    Unlisted trusts

    37,236

    39,221

    41,459

    43,781

    44,018

    Insurance policy

    177

    183

    185

    191

    193

    Other managed investments

    18,727

    19,858

    20,870

    22,244

    22,497

    Cash and term deposits

    142,525

    144,992

    147,628

    150,704

    154,147

    Debt securities

    3,778

    3,843

    3,913

    3,994

    4,086

    Loans

    2,890

    2,941

    2,963

    2,999

    3,033

    Listed shares

    125,336

    136,872

    147,152

    160,333

    158,169

    Unlisted shares

    5,042

    5,131

    5,170

    5,232

    5,292

    Limited recourse borrowing arrangements

    2,260

    2,299

    2,341

    2,390

    2,444

    Non-residential real property

    53,081

    53,855

    55,954

    57,211

    58,604

    Residential real property

    15,859

    16,090

    16,717

    17,093

    17,509

    Collectables and personal use assets

    513

    522

    526

    532

    538

    Other assets

    11,808

    12,016

    12,108

    12,254

    12,393

    Overseas shares

    1,431

    1,563

    1,680

    1,831

    1,806

    Overseas non-residential real property

    79

    86

    93

    101

    99

    Overseas residential real property

    155

    169

    181

    198

    195

    Overseas managed investments

    289

    316

    340

    370

    365

    Other overseas assets

    1,631

    1,781

    1,915

    2,086

    2,058

    Total Australian and overseas assets ($m)

    438,122

    457,861

    478,237

    501,542

    505,542

    Borrowings

    6,278

    6,386

    6,502

    6,638

    6,790

    Other Liabilities

    3,450

    3,510

    3,574

    3,648

    3,731

    Total net Australian and overseas assets ($m)

    428,394

    447,964

    468,161

    491,256

    495,021

    Attention

    Changes have been made to the 2012 SMSF annual return labels. Derivatives and instalment warrants is now Limited recourse borrowing arrangements; and Artwork, collectibles, metal or jewels is now Collectables and personal use assets. The estimates above at these labels for the June 2013 quarter are based on the 2012 data collection.

    End of attention

    Annual SMSF population analysis tables

    The following tables contain demographic information of SMSFs, as well as individual members, as at 30 June 2013. 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 2008 through to 2012 financial years.

    Further information

    To view figures for June 2004 – June 2007, refer to Self-managed super fund statistical report - June 2012.

    End of further information

    The data provided by SMSFs is reporting their financial position as at 30 June of the relevant financial year.

    The data was extracted on 8 July 2013.

    Asset value ranges of funds 2008
      $1-
    $50k
    >$50-
    $100k
    >$100-
    150k
    >$150-
    200k
    >$200-
    $500k
    >$500k
    -$1m
    >$1-
    $2m
    >$2-
    $5m
    >$5-
    $10m
    >$10m

    Listed
    trusts

    2.84%

    4.33%

    6.02%

    6.89%

    7.74%

    8.46%

    7.93%

    6.85%

    6.67%

    5.86%

    Unlisted
    trusts

    2.99%

    4.82%

    6.12%

    6.70%

    7.78%

    8.30%

    8.70%

    9.69%

    12.28%

    12.17%

    Insurance
    policy

    0.11%

    0.18%

    0.13%

    0.12%

    0.08%

    0.08%

    0.07%

    0.08%

    0.04%

    0.07%

    Other
    managed
    investments

    2.55%

    3.88%

    4.68%

    5.26%

    6.03%

    6.34%

    5.71%

    5.44%

    5.06%

    6.00%

    Cash
    and term
    deposits

    49.92%

    42.21%

    36.50%

    33.54%

    28.42%

    26.34%

    25.97%

    24.77%

    22.30%

    18.32%

    Debt
    securities

    0.23%

    0.30%

    0.24%

    0.32%

    0.44%

    0.57%

    0.63%

    0.74%

    0.73%

    1.12%

    Loans

    2.81%

    2.07%

    1.54%

    1.16%

    0.82%

    0.57%

    0.60%

    0.64%

    0.84%

    1.33%

    Listed
    shares

    24.89%

    29.22%

    30.74%

    31.04%

    31.30%

    31.55%

    31.70%

    31.98%

    33.35%

    37.52%

    Unlisted
    shares

    2.39%

    2.16%

    1.86%

    1.69%

    1.25%

    1.02%

    1.05%

    1.28%

    1.40%

    2.23%

    Derivatives
    and
    instalment
    warrants

    0.20%

    0.27%

    0.38%

    0.35%

    0.25%

    0.16%

    0.11%

    0.09%

    0.10%

    0.09%

    Non
    residential 
    real property

    0.84%

    2.36%

    3.81%

    4.92%

    7.36%

    8.67%

    10.15%

    10.96%

    9.88%

    6.82%

    Residential
    real property

    0.36%

    1.13%

    1.94%

    2.59%

    4.04%

    3.96%

    3.51%

    3.22%

    2.42%

    1.75%

    Artwork,
    collectibles,
    metal
    or jewels

    0.76%

    0.70%

    0.46%

    0.37%

    0.23%

    0.15%

    0.11%

    0.11%

    0.09%

    0.06%

    Other
    assets

    7.68%

    5.13%

    4.60%

    4.13%

    3.50%

    3.16%

    2.99%

    3.24%

    3.48%

    4.76%

    Overseas
    shares

    0.44%

    0.33%

    0.27%

    0.29%

    0.21%

    0.17%

    0.20%

    0.28%

    0.48%

    0.54%

    Overseas
    non
    residential
    real property

    0.05%

    0.04%

    0.03%

    0.05%

    0.02%

    0.01%

    0.02%

    0.02%

    0.03%

    0.00%

    Overseas residential real property

    0.09%

    0.10%

    0.06%

    0.05%

    0.04%

    0.03%

    0.02%

    0.03%

    0.01%

    0.02%

    Overseas
    managed
    investments

    0.19%

    0.14%

    0.12%

    0.08%

    0.07%

    0.06%

    0.09%

    0.10%

    0.13%

    0.32%

    Other
    overseas
    assets

    0.66%

    0.62%

    0.49%

    0.46%

    0.42%

    0.39%

    0.43%

    0.49%

    0.72%

    1.02%

    Total

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    Asset value ranges of funds


    2009

    $1-
    $50k
    >$50-
    $100k
    >$100-
    150k
    >$150-
    200k
    >$200-
    $500k
    >$500k
    -$1m
    >$1-
    $2m
    >$2-
    $5m
    >$5-
    $10m
    >$10m

    Listed
    trusts

    2.70%

    4.16%

    5.34%

    5.98%

    6.55%

    6.49%

    5.74%

    5.03%

    4.84%

    3.68%

    Unlisted
    trusts

    2.59%

    4.46%

    5.65%

    6.21%

    7.12%

    7.86%

    8.55%

    10.06%

    13.55%

    16.72%

    Insurance
    policy

    0.09%

    0.12%

    0.08%

    0.09%

    0.07%

    0.07%

    0.06%

    0.07%

    0.04%

    0.01%

    Other
    managed
    investments

    2.82%

    3.83%

    4.51%

    5.15%

    5.46%

    5.40%

    4.83%

    4.44%

    3.94%

    5.45%

    Cash
    and term
    deposits

    49.98%

    42.98%

    38.01%

    36.23%

    31.51%

    30.04%

    29.73%

    28.44%

    25.77%

    21.81%

    Debt
    securities

    0.17%

    0.19%

    0.26%

    0.27%

    0.38%

    0.50%

    0.53%

    0.69%

    0.72%

    1.08%

    Loans

    2.38%

    2.03%

    1.68%

    0.99%

    0.82%

    0.56%

    0.61%

    0.67%

    0.90%

    1.73%

    Listed
    shares

    25.77%

    29.66%

    30.74%

    30.59%

    30.73%

    30.07%

    29.01%

    27.84%

    27.31%

    26.76%

    Unlisted
    shares

    1.92%

    2.06%

    1.88%

    1.61%

    1.19%

    1.05%

    1.07%

    1.34%

    1.72%

    2.72%

    Derivatives
    and
    instalment
    warrants

    0.17%

    0.32%

    0.36%

    0.36%

    0.25%

    0.17%

    0.12%

    0.10%

    0.17%

    0.19%

    Non
    residential 
    real property

    0.64%

    1.82%

    3.26%

    4.36%

    7.18%

    9.55%

    11.74%

    13.53%

    13.64%

    10.97%

    Residential
    real property

    0.26%

    0.86%

    1.63%

    2.20%

    3.82%

    4.07%

    4.00%

    3.56%

    2.56%

    1.99%

    Artwork,
    collectibles,
    metal
    or jewels

    0.86%

    0.77%

    0.54%

    0.43%

    0.25%

    0.16%

    0.15%

    0.12%

    0.09%

    0.14%

    Other
    assets

    8.59%

    5.69%

    5.19%

    4.73%

    3.98%

    3.38%

    3.18%

    3.31%

    3.52%

    4.60%

    Overseas
    shares

    0.32%

    0.27%

    0.23%

    0.25%

    0.18%

    0.16%

    0.19%

    0.25%

    0.45%

    0.78%

    Overseas
    non-
    residential
    real property

    0.03%

    0.04%

    0.02%

    0.03%

    0.02%

    0.02%

    0.02%

    0.02%

    0.04%

    0.06%

    Overseas residential real property

    0.08%

    0.10%

    0.10%

    0.05%

    0.05%

    0.04%

    0.03%

    0.03%

    0.00%

    0.01%

    Overseas
    managed
    investments

    0.12%

    0.11%

    0.09%

    0.08%

    0.06%

    0.05%

    0.08%

    0.10%

    0.10%

    0.29%

    Other
    overseas
    assets

    0.52%

    0.53%

    0.45%

    0.40%

    0.37%

    0.36%

    0.37%

    0.42%

    0.63%

    1.01%

    Total

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    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

    2.28%

    3.57%

    4.64%

    5.14%

    5.74%

    5.71%

    5.04%

    4.48%

    4.00%

    3.27%

    Unlisted
    trusts

    2.50%

    4.33%

    5.75%

    6.56%

    7.42%

    7.97%

    8.79%

    10.22%

    13.33%

    15.86%

    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

    2.46%

    3.43%

    4.37%

    4.97%

    5.48%

    5.38%

    5.11%

    4.80%

    4.34%

    4.57%

    Cash
    and term
    deposits

    52.72%

    44.04%

    39.08%

    35.80%

    30.62%

    28.70%

    27.72%

    25.72%

    23.00%

    19.51%

    Debt
    securities

    0.17%

    0.23%

    0.23%

    0.26%

    0.38%

    0.54%

    0.61%

    0.69%

    0.80%

    0.89%

    Loans

    2.27%

    2.07%

    1.60%

    1.22%

    0.80%

    0.54%

    0.59%

    0.60%

    0.83%

    1.65%

    Listed
    shares

    24.46%

    29.99%

    31.28%

    32.37%

    32.20%

    31.98%

    31.51%

    30.75%

    30.53%

    30.81%

    Unlisted
    shares

    2.03%

    2.11%

    1.75%

    1.65%

    1.11%

    0.95%

    0.99%

    1.22%

    1.68%

    2.26%

    Derivatives
    and
    instalment
    warrants

    0.15%

    0.28%

    0.32%

    0.37%

    0.32%

    0.25%

    0.17%

    0.14%

    0.22%

    0.39%

    Non
    residential 
    real property

    0.64%

    1.77%

    3.17%

    4.15%

    7.44%

    9.82%

    11.77%

    13.80%

    13.96%

    11.51%

    Residential
    real property

    0.34%

    0.77%

    1.54%

    2.10%

    4.05%

    4.42%

    4.07%

    3.56%

    2.74%

    1.93%

    Artwork,
    collectibles,
    metal
    or jewels

    0.81%

    0.85%

    0.63%

    0.50%

    0.29%

    0.18%

    0.16%

    0.13%

    0.09%

    0.13%

    Other
    assets

    8.11%

    5.42%

    4.65%

    4.01%

    3.33%

    2.84%

    2.70%

    3.00%

    3.30%

    5.06%

    Overseas
    shares

    0.30%

    0.33%

    0.26%

    0.27%

    0.23%

    0.19%

    0.22%

    0.29%

    0.44%

    0.99%

    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%

    0.10%

    0.13%

    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%

    0.45%

    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%

    2.78%

    3.59%

    4.22%

    4.67%

    4.78%

    4.25%

    3.91%

    3.83%

    2.62%

    Unlisted
    trusts

    2.43%

    4.21%

    5.67%

    6.12%

    7.00%

    7.37%

    8.25%

    9.63%

    12.05%

    16.03%

    Insurance
    policy

    0.07%

    0.10%

    0.05%

    0.06%

    0.05%

    0.04%

    0.04%

    0.05%

    0.03%

    0.00%

    Other
    managed
    investments

    2.10%

    3.25%

    3.92%

    4.63%

    5.12%

    5.22%

    4.90%

    4.64%

    4.72%

    4.43%

    Cash
    and term
    deposits

    55.49%

    47.41%

    42.77%

    39.53%

    33.23%

    30.72%

    29.33%

    26.80%

    23.37%

    19.08%

    Debt
    securities

    0.16%

    0.23%

    0.26%

    0.29%

    0.42%

    0.61%

    0.71%

    0.74%

    0.77%

    1.04%

    Loans

    1.96%

    1.87%

    1.45%

    1.14%

    0.70%

    0.49%

    0.58%

    0.59%

    0.87%

    1.71%

    Listed
    shares

    22.98%

    27.61%

    29.18%

    30.36%

    30.86%

    31.13%

    31.34%

    31.30%

    31.55%

    32.20%

    Unlisted
    shares

    1.92%

    2.14%

    1.79%

    1.57%

    1.04%

    0.85%

    0.92%

    1.17%

    1.57%

    2.35%

    Derivatives
    and
    instalment
    warrants

    0.17%

    0.27%

    0.36%

    0.51%

    0.56%

    0.37%

    0.25%

    0.25%

    0.35%

    0.83%

    Non
    residential 
    real property

    0.69%

    1.82%

    3.13%

    4.23%

    7.55%

    10.13%

    11.84%

    13.66%

    13.91%

    11.92%

    Residential
    real property

    0.42%

    0.87%

    1.44%

    2.03%

    4.48%

    4.62%

    3.98%

    3.39%

    2.36%

    1.50%

    Artwork,
    collectibles,
    metal
    or jewels

    1.01%

    0.97%

    0.83%

    0.58%

    0.32%

    0.19%

    0.15%

    0.12%

    0.11%

    0.07%

    Other
    assets

    7.61%

    5.27%

    4.52%

    3.87%

    3.21%

    2.79%

    2.75%

    2.94%

    3.33%

    3.98%

    Overseas
    shares

    0.35%

    0.32%

    0.29%

    0.31%

    0.26%

    0.21%

    0.23%

    0.31%

    0.49%

    1.18%

    Overseas
    non-
    residential
    real property

    0.07%

    0.06%

    0.05%

    0.02%

    0.02%

    0.02%

    0.01%

    0.01%

    0.03%

    0.04%

    Overseas residential real property

    0.13%

    0.17%

    0.15%

    0.10%

    0.07%

    0.04%

    0.03%

    0.02%

    0.02%

    0.01%

    Overseas
    managed
    investments

    0.08%

    0.07%

    0.08%

    0.06%

    0.06%

    0.06%

    0.07%

    0.08%

    0.11%

    0.14%

    Other
    overseas
    assets

    0.49%

    0.57%

    0.46%

    0.39%

    0.39%

    0.34%

    0.36%

    0.39%

    0.53%

    0.86%

    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

    1.67%

    2.39%

    2.88%

    3.55%

    3.88%

    3.93%

    3.59%

    3.40%

    3.12%

    2.36%

    Unlisted
    trusts

    2.26%

    3.82%

    5.11%

    5.76%

    6.32%

    6.68%

    7.58%

    9.05%

    11.87%

    14.54%

    Insurance
    policy

    0.06%

    0.06%

    0.03%

    0.03%

    0.03%

    0.03%

    0.04%

    0.05%

    0.06%

    0.00%

    Other
    managed
    investments

    1.79%

    2.61%

    3.21%

    4.01%

    4.48%

    4.51%

    4.35%

    4.22%

    4.20%

    3.64%

    Cash
    and term
    deposits

    57.07%

    51.34%

    48.27%

    45.08%

    37.95%

    35.37%

    33.74%

    30.48%

    26.76%

    23.61%

    Debt
    securities

    0.14%

    0.21%

    0.33%

    0.30%

    0.56%

    0.78%

    0.85%

    0.93%

    1.08%

    1.15%

    Loans

    1.33%

    1.35%

    1.10%

    0.90%

    0.61%

    0.47%

    0.55%

    0.57%

    0.91%

    1.70%

    Listed
    shares

    22.71%

    25.87%

    26.74%

    27.82%

    28.29%

    28.51%

    28.71%

    28.74%

    28.74%

    28.81%

    Unlisted
    shares

    1.83%

    1.99%

    1.84%

    1.36%

    1.02%

    0.89%

    0.90%

    1.12%

    1.61%

    2.45%

    Derivatives
    and
    instalment
    warrants

    0.06%

    0.16%

    0.29%

    0.41%

    0.78%

    0.61%

    0.45%

    0.35%

    0.54%

    0.99%

    Non
    residential
    real property

    0.71%

    1.64%

    2.81%

    3.81%

    7.67%

    10.29%

    12.10%

    14.19%

    14.76%

    13.70%

    Residential
    real property

    0.49%

    1.00%

    1.36%

    1.98%

    4.57%

    4.77%

    3.97%

    3.41%

    2.31%

    1.15%

    Artwork,
    collectibles,
    metal
    or jewels

    0.64%

    0.54%

    0.53%

    0.34%

    0.18%

    0.13%

    0.11%

    0.08%

    0.10%

    0.08%

    Other
    assets

    8.25%

    5.84%

    4.52%

    3.83%

    2.95%

    2.41%

    2.40%

    2.61%

    2.91%

    3.78%

    Overseas
    shares

    0.37%

    0.34%

    0.33%

    0.31%

    0.27%

    0.21%

    0.22%

    0.31%

    0.46%

    1.10%

    Overseas
    non-
    residential
    real property

    0.06%

    0.04%

    0.03%

    0.04%

    0.02%

    0.02%

    0.02%

    0.01%

    0.03%

    0.01%

    Overseas residential real property

    0.11%

    0.20%

    0.12%

    0.11%

    0.08%

    0.04%

    0.03%

    0.02%

    0.02%

    0.02%

    Overseas
    managed
    investments

    0.04%

    0.06%

    0.04%

    0.04%

    0.05%

    0.05%

    0.06%

    0.07%

    0.09%

    0.12%

    Other
    overseas
    assets

    0.42%

    0.53%

    0.44%

    0.31%

    0.31%

    0.30%

    0.33%

    0.37%

    0.43%

    0.80%

    Total

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    Attention

    Changes have been made to the 2012 SMSF annual return labels. Derivatives and instalment warrants is now Limited recourse borrowing arrangements; and Artwork, collectibles, metal or jewels is now Collectables and personal use assets.

    End of attention

    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 2008 through to the 2012 years. These figures are based on SMSF annual return data.

    Further information

    To view figures for June 2004 – June 2007, refer to Self-managed super fund statistical report - June 2012.

    End of further information

    The data was extracted on 8 July 2013.

    Proportion of funds (%)
    Number of members 2007–08 2008–09 2009–10 2010–11 2011–12

    1

    23.8%

    23.2%

    22.7%

    22.7%

    22.7%

    2

    67.0%

    67.7%

    68.4%

    68.7%

    69.2%

    3

    4.6%

    4.5%

    4.4%

    4.2%

    3.9%

    4

    4.7%

    4.6%

    4.5%

    4.4%

    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 2008 to 2012 financial years.

    Further information

    To view figures for June 2004 – June 2007, refer to Self-managed super fund statistical report - June 2012.

    End of further information

    The data was extracted on 8 July 2013.

    Funds

     

    2007–08 2008–09 2009–10 2010–11 2011–12

    ACT

    1.8%

    1.8%

    1.8%

    1.8%

    1.8%

    NSW

    31.5%

    31.5%

    31.5%

    31.6%

    31.8%

    NT

    0.2%

    0.2%

    0.2%

    0.2%

    0.2%

    QLD

    17.2%

    17.1%

    17.0%

    16.8%

    16.6%

    SA

    7.2%

    7.2%

    7.2%

    7.2%

    7.2%

    TAS

    1.5%

    1.5%

    1.4%

    1.4%

    1.4%

    VIC

    29.5%

    29.6%

    29.8%

    30.5%

    30.6%

    WA

    11.1%

    11.2%

    11.1%

    10.5%

    10.4%

    Members

     

    2007–08 2008–09 2009–10 2010–11 2011–12

    ACT

    1.8%

    1.8%

    1.8%

    1.8%

    1.8%

    NSW

    31.6%

    31.6%

    31.5%

    31.6%

    31.8%

    NT

    0.2%

    0.2%

    0.2%

    0.2%

    0.2%

    QLD

    17.3%

    17.2%

    17.1%

    16.9%

    16.7%

    SA

    7.3%

    7.2%

    7.2%

    7.2%

    7.2%

    TAS

    1.5%

    1.4%

    1.4%

    1.4%

    1.4%

    VIC

    29.3%

    29.4%

    29.7%

    30.3%

    30.6%

    WA

    11.1%

    11.1%

    11.1%

    10.5%

    10.3%

    Assets

     

    2007–08 2008–09 2009–10 2010–11 2011–12

    ACT

    1.8%

    1.8%

    1.8%

    1.8%

    1.8%

    NSW

    32.0%

    32.1%

    32.0%

    32.1%

    32.5%

    NT

    0.2%

    0.2%

    0.2%

    0.2%

    0.2%

    QLD

    17.2%

    17.2%

    17.0%

    16.6%

    16.5%

    SA

    7.0%

    7.0%

    7.1%

    7.1%

    7.1%

    TAS

    1.3%

    1.3%

    1.3%

    1.3%

    1.3%

    VIC

    30.0%

    30.0%

    30.1%

    30.7%

    30.7%

    WA

    10.6%

    10.5%

    10.6%

    10.2%

    10.0%

    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 2013. The data behind this table was extracted on 8 July 2013 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

    1.1%

    1.1%

    1.1%

    25–34

    4.0%

    4.0%

    4.0%

    35–44

    11.9%

    13.7%

    12.7%

    45–54

    22.7%

    25.3%

    23.9%

    55–64

    31.6%

    33.1%

    32.3%

    >64

    28.8%

    22.8%

    25.9%

    Unknown

    ..

    ..

    ..

    Total

    100%

    100%

    100%

    All ages

    52.9%

    47.1%

    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 2012. The data was extracted on 8 July 2013 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

    19.7%

    27.0%

    23.1%

    >$20,000–$40,000

    16.7%

    21.8%

    19.1%

    >$40,000–$60,000

    12.0%

    14.0%

    12.9%

    >$60,000–$80,000

    11.5%

    11.2%

    11.4%

    >$80,000–$100,000

    8.2%

    6.9%

    7.6%

    >$100,000–$200,000

    17.4%

    10.9%

    14.4%

    >$200,000–$500,000

    8.1%

    3.4%

    5.9%

    >$500,000

    2.7%

    0.8%

    1.8%

    Unknown

    3.7%

    4.0%

    3.8%

    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 2008 to 2012 financial years.

    Attention

    To view figures for June 2004 – June 2007, refer to Self-managed super fund statistical report - June 2012.

    End of attention

    The data was extracted on 8 July 2013.

    Asset ranges 2007–08 2008–09 2009–10 2010–11 2011–12

    $0–$50,000

    9.9%

    8.1%

    7.5%

    6.9%

    6.7%

    >$50,000–$100,000

    6.5%

    7.0%

    6.4%

    5.7%

    5.5%

    >$100,000–$200,000

    11.8%

    12.6%

    12.0%

    11.3%

    11.1%

    >$200,000–$500,000

    24.7%

    26.1%

    25.6%

    25.3%

    25.6%

    >$500,000–$1m

    21.6%

    22.0%

    22.4%

    22.9%

    23.4%

    >$1m–$2m

    15.7%

    15.2%

    16.0%

    16.9%

    16.9%

    >$2m–$5m

    8.4%

    7.7%

    8.5%

    9.1%

    9.0%

    >$5m–$10m

    1.3%

    1.1%

    1.3%

    1.6%

    1.5%

    >$10m

    0.3%

    0.2%

    0.3%

    0.3%

    0.3%

    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 2008 to 2012 financial years.

    Attention

    To view figures for June 2004 – June 2007, refer to Self-managed super fund statistical report - June 2012.

    End of attention

    The data was extracted on 8 July 2013.

     

    2007–08 2008–09 2009–10 2010–11 2011–12

    Average assets per member

    450,913

    428,016

    458,356

    494,133

    486,602

    Median assets per member

    268,819

    252,655

    270,835

    290,340

    292,203

    Average assets per SMSF

    853,710

    813,446

    872,238

    936,771

    928,724

    Median assets per SMSF

    484,088

    453,669

    485,920

    518,674

    518,428

    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

    We expect that changes to the 2012–13 SMSF annual return will allow us to provide additional operating expense reporting in the future.

    End of attention

    These figures are estimates based on SMSF annual return data for the 2008 to 2012 financial years.

    Further information

    To view figures for June 2004 – June 2007, refer to Self-managed super fund statistical report - June 2012.

    End of further information

    The data was extracted on 8 July 2013.

      Contributions Transfers Benefit payments Admin & investment expenses
    Member contributions Employer contributions Other contributions Inward transfers Outward transfers

    2007–08

    20,845

    9,974

    925

    15,468

    4,609

    19,004

    1,558

    2008–09

    17,455

    10,123

    419

    13,056

    3,460

    16,623

    1,468

    2009–10

    14,164

    6,774

    434

    13,877

    4,243

    17,153

    1,489

    2010–11

    16,675

    7,041

    391

    15,740

    4,235

    19,369

    1,558

    2011–12

    18,557

    7,280

    482

    15,967

    3,524

    22,310

    1,618

    June 2013 quarter establishment tables

    The following tables relate to funds established between 1 April 2013 and 30 June 2013. 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. Due to system issues, the June 2013 quarter establishment tables should be considered estimates only.

    2013 quarterly establishments demographic table – location

    This table contains the proportion of funds located across the different states and territories of , for SMSFs established during the June 2013 quarter.Australia

    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 8 July 2013 based on ABR data as at that date.

     

    ACT NSW NT QLD SA TAS VIC WA

    Number of funds

    1.4%

    35.5%

    0.3%

    17.5%

    6.0%

    1.1%

    30.6%

    7.7%

    2013 quarterly establishments demographic table – age ranges

    This table contains an age distribution of individual members of SMSFs established during the June 2013 quarter.

    The data behind this table was extracted on 8 July 2013 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

    1.9%

    1.7%

    1.8%

    25-34

    10.6%

    12.3%

    11.4%

    35-44

    27.3%

    27.9%

    27.6%

    45-54

    30.4%

    30.8%

    30.6%

    55-64

    22.7%

    22.5%

    22.6%

    >64

    7.1%

    4.8%

    6.0%

    Unknown

    ..

    ..

    ..

    Total

    100.0%

    100.0%

    100.0%

    All ages

    52.8%

    47.2%

    100.0%

    2013 quarterly establishments demographic table – income ranges

    This table contains an approximate distribution of the taxable income of the members of SMSFs established during the June 2013 quarter. The data was extracted on 8 July 2013 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

    7.5%

    17.5%

    12.3%

    >$20,000–$40,000

    12.0%

    20.3%

    15.9%

    >$40,000–$60,000

    14.6%

    18.7%

    16.5%

    >$60,000–$80,000

    15.7%

    14.7%

    15.3%

    >$80,000–$100,000

    13.2%

    8.0%

    10.7%

    >$100,000–$200,000

    24.6%

    12.5%

    18.9%

    >$200,000–$500,000

    8.2%

    2.7%

    5.6%

    >$500,000

    2.1%

    0.7%

    1.5%

    Unknown

    2.1%

    4.8%

    3.4%

    Total

    100.0%

    100.0%

    100.0%

    • Last modified: 20 Sep 2013QC 36856