• Population and asset allocation tables

    The following tables contain details of the population growth and asset allocation of SMSFs. They include details of the number of SMSFs established or wound up during recent financial years (quarterly and annual data) and estimates of the amount of assets held by SMSFs for each type of asset. These tables are updated on a quarterly basis.

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    SMSF population table – annual data

    This table contains details of the number of SMSFs that were established or wound up during each financial year. Establishment date is the date when an SMSF is deemed by the super law to come into existence, and can be different from the date the SMSF registers with us.

    Wind-ups include both those initiated by trustees and those as a result of ATO compliance and cleansing activity. Those initiated by the trustees refer to the year the fund actually winds up, rather than the date this advice is received by us. Net establishments are calculated as establishments, less wind-ups.

    Total number of SMSFs is calculated as the number of SMSFs as at the end of the previous financial year, plus net establishments for the financial year.

    The number of members of SMSFs is estimated based on SMSF return form data, with the estimates for June 2016 extrapolated from 2014–15 data.

    The data was extracted on 10 October 2016.

    Population table – annual data

     

    Establishments

    Windups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun-12

    41,081

    7,780

    33,301

    473,369

    899,205

    Jun-13

    39,617

    10,914

    28,703

    502,072

    949,975

    Jun-14

    33,823

    11,970

    21,853

    523,925

    992,075

    Jun-15

    34,402

    11,526

    22,876

    546,801

    1,030,014

    Jun-16

    33,022

    4,835

    28,187

    574,988

    1,083,425

    Population table – quarterly data

    This table is similar to the SMSF population table – annual data. However, it contains details of the number of SMSFs that established or wound up in each quarter since the June 2012 quarter.

    Quarterly establishments and wind-ups for recent quarters may be understated, because there is often a time lag between when this event occurs and when we receive notification from the SMSF. In addition, recent quarter estimates of the total members of SMSFs are extrapolated from 2014–15 return form data.

    The data was extracted on 10 October 2016.

    Population table – quarterly data

     

    Establishments

    Wind-ups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun-12

    11,680

    5,545

    6,135

    473,369

    899,205

    Sep-12

    11,548

    2,046

    9,502

    482,871

    916,300

    Dec-12

    9,908

    781

    9,127

    491,998

    932,651

    Mar-13

    8,604

    887

    7,717

    499,715

    946,453

    Jun-13

    9,557

    7,200

    2,357

    502,072

    949,975

    Sep-13

    9,344

    1,589

    7,755

    509,827

    967,737

    Dec-13

    7,961

    800

    7,161

    516,988

    980,547

    Mar-14

    7,889

    1,075

    6,814

    523,802

    992,704

    Jun-14

    8,629

    8,506

    123

    523,925

    992,075

    Sep-14

    9,568

    995

    8,573

    532,498

    1,005,464

    Dec-14

    8,038

    946

    7,092

    539,590

    1,018,065

    Mar-15

    8,052

    1,116

    6,936

    546,526

    1,030,368

    Jun-15

    8,744

    8,469

    275

    546,801

    1,030,014

    Sep-15

    9,696

    376

    9,320

    556,121

    1,050,099

    Dec-15

    7,158

    504

    6,654

    562,775

    1,061,959

    Mar-16

    7,637

    643

    6,994

    569,769

    1,074,414

    Jun-16

    8,531

    3,312

    5,219

    574,988

    1,083,425

    Sep-16

    6,823

    75

    6,748

    581,736

    1,098,799

    Asset allocation tables ($m)

    These tables contain estimates of the amount of assets held by SMSFs for each type of asset listed on the SMSF annual return. Tables also contain estimates of borrowings, other liabilities and total net Australian and overseas assets held by SMSFs.

    The figures for June 2012 through to June 2015 are estimates based on return form data for those financial years, with estimates for June 2016 and recent quarters extrapolated from 2014–15 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, 2014 and 2015 returns.

    These are estimates of assets allocations for the total SMSF population. The data was extracted on 10 October 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-12

    14,385

    37,696

    173

    17,998

    134,621

    3,587

    3,198

    Sep-12

    15,075

    39,504

    178

    19,017

    136,224

    3,630

    3,237

    Dec-12

    15,871

    41,592

    180

    19,883

    138,015

    3,678

    3,245

    Mar-13

    16,730

    43,841

    184

    21,033

    140,248

    3,737

    3,269

    Jun-13

    16,833

    42,687

    184

    21,315

    143,248

    4,681

    3,490

    Sep-13

    17,948

    45,517

    191

    22,835

    144,319

    4,716

    3,519

    Dec-13

    18,698

    47,418

    196

    23,878

    145,571

    4,757

    3,540

    Mar-14

    19,160

    48,589

    198

    24,937

    147,140

    4,808

    3,563

    Jun-14

    20,483

    49,176

    169

    25,072

    146,287

    6,333

    3,690

    Sep-14

    20,618

    49,499

    169

    25,479

    147,117

    6,368

    3,696

    Dec-14

    21,255

    51,030

    173

    26,505

    148,174

    6,414

    3,698

    Mar-15

    22,682

    54,455

    182

    28,276

    149,556

    6,474

    3,709

    Jun-15

    25,387

    56,972

    158

    30,124

    152,285

    7,871

    3,910

    Sep-15

    24,904

    55,888

    155

    30,155

    153,113

    7,914

    3,918

    Dec-15

    25,853

    58,018

    157

    31,190

    154,103

    7,965

    3,926

    Mar-16

    25,661

    57,587

    155

    31,000

    155,211

    8,022

    3,921

    Jun-16

    26,722

    59,967

    155

    32,350

    156,962

    8,113

    3,956

    Sep-16

    27,495

    61,703

    155

    32,244

    157,390

    8,135

    3,943

    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-12

    117,165

    5,161

    2,521

    53,258

    16,086

    550

    12,135

    Sep-12

    127,316

    5,224

    2,545

    53,753

    16,235

    556

    12,283

    Dec-12

    136,238

    5,238

    2,635

    55,666

    16,813

    558

    12,316

    Mar-13

    147,807

    5,276

    2,697

    56,961

    17,204

    562

    12,406

    Jun-13

    140,811

    5,295

    8,876

    57,054

    17,317

    488

    12,837

    Sep-13

    154,679

    5,338

    9,179

    58,998

    17,907

    492

    12,942

    Dec-13

    159,709

    5,370

    9,647

    62,007

    18,820

    494

    13,019

    Mar-14

    163,152

    5,404

    9,915

    63,735

    19,345

    498

    13,102

    Jun-14

    166,858

    5,632

    15,593

    61,008

    20,050

    432

    14,444

    Sep-14

    165,371

    5,642

    15,937

    62,354

    20,492

    433

    14,470

    Dec-14

    170,298

    5,645

    16,448

    64,353

    21,149

    433

    14,478

    Mar-15

    188,067

    5,662

    16,940

    66,277

    21,781

    434

    14,521

    Jun-15

    182,352

    6,270

    21,149

    65,100

    23,220

    397

    16,688

    Sep-15

    169,844

    6,282

    21,795

    67,088

    23,929

    398

    16,719

    Dec-15

    180,585

    6,295

    22,078

    67,960

    24,240

    399

    16,755

    Mar-16

    175,730

    6,287

    22,344

    68,777

    24,532

    399

    16,733

    Jun-16

    183,562

    6,343

    23,195

    71,398

    25,466

    402

    16,882

    Sep-16

    192,404

    6,322

    23,421

    72,092

    25,714

    401

    16,826

    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-12

    1,465

    95

    173

    299

    1,611

    Sep-12

    1,592

    103

    188

    325

    1,751

    Dec-12

    1,703

    111

    201

    348

    1,874

    Mar-13

    1,848

    120

    218

    377

    2,033

    Jun-13

    1,966

    107

    208

    392

    1,958

    Sep-13

    2,160

    117

    228

    431

    2,150

    Dec-13

    2,230

    121

    236

    445

    2,220

    Mar-14

    2,278

    124

    241

    455

    2,268

    Jun-14

    1,850

    114

    231

    492

    2,256

    Sep-14

    1,833

    113

    229

    488

    2,236

    Dec-14

    1,888

    116

    236

    502

    2,303

    Mar-15

    2,085

    129

    261

    555

    2,543

    Jun-15

    3,464

    112

    242

    698

    2,698

    Sep-15

    3,226

    105

    226

    650

    2,513

    Dec-15

    3,430

    111

    240

    691

    2,672

    Mar-16

    3,338

    108

    233

    673

    2,601

    Jun-16

    3,487

    113

    244

    703

    2,716

    Sep-16

    3,655

    118

    256

    736

    2,847

    Asset allocation tables ($m) continued 

     

    Total Australian and overseas assets ($m)

    Borrowings ($m)

    Other Liabilities ($m)

    Total net Australian and overseas assets ($m)

    Jun-12

    422,175

    6,707

    3,659

    411,809

    Sep-12

    438,736

    6,960

    3,800

    427,976

    Dec-12

    456,161

    7,236

    3,951

    444,974

    Mar-13

    476,550

    7,560

    4,128

    464,863

    Jun-13

    479,747

    9,832

    3,970

    465,945

    Sep-13

    503,665

    10,308

    4,166

    489,192

    Dec-13

    518,375

    10,609

    4,287

    503,479

    Mar-14

    528,911

    10,824

    4,375

    513,712

    Jun-14

    540,169

    13,790

    4,727

    521,651

    Sep-14

    542,545

    13,792

    4,666

    524,088

    Dec-14

    555,100

    14,111

    4,774

    536,215

    Mar-15

    584,588

    14,860

    5,027

    564,700

    Jun-15

    599,097

    17,678

    5,284

    576,135

    Sep-15

    588,819

    17,375

    5,193

    566,252

    Dec-15

    606,670

    17,902

    5,350

    583,418

    Mar-16

    603,311

    17,803

    5,321

    580,188

    Jun-16

    622,734

    18,376

    5,492

    598,866

    Sep-16

    635,858

    18,763

    5,608

    611,488

      Last modified: 20 Dec 2016QC 50773