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  • Self-managed super funds: A statistical overview 2017–18

    The ATO is the regulator of self-managed super funds (SMSFs). A key element of our role is to collect and publish data about the health and performance of the SMSF sector.

    This annual overview provides key statistics and analysis of Australia's SMSF sector for the 2017–18 financial year.

    To meet the needs of an increasingly sophisticated SMSF sector, this year we have provided more detailed data on SMSF expenses, including new and updated tables. This required some minor terminology updates to better describe the categories of expense data (tables 25, 26 and 27).

    Sources of data

    The main source of data is 2017–18 SMSF annual returns that have been lodged.

    Where lodgments are outstanding we use statistically valid formulas to estimate results. As outstanding returns are received we revise and update results, therefore some figures may change in future releases of this statistical overview.

    In addition, we have included 2018–19 information for the following:

    • registrations
    • wind-ups
    • total populations (SMSFs and members) and demographic data relating to those populations, such as age and management structure
    • estimated total SMSF assets and asset allocation
    • auditor contravention reports (ACRs).

    To ensure consistency, where figures have been used in the Self-managed super fund quarterly statistical report – June 2019, those same figures are used in this report.

    Where appropriate, we refer to Australian Prudential Regulation Authority (APRA) data for comparisons between the SMSF sector and APRA-regulated funds.

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      Last modified: 22 Jun 2020QC 62894