This annual overview provides key statistics and analysis of Australia's SMSF sector for 2016–17.
The main source of data is 2016–17 SMSF annual returns, which were typically due for lodgment during 2017–18. Further information for 2017–18 is also included where available, such as for registrations of new SMSFs. Where data is sourced from SMSF annual returns, 2016–17 is the latest year used.
As data in this report is based on returns that have been lodged, we use statistically valid formulas to estimate results where lodgments are outstanding. As outstanding returns are received, we continue to revise and update the data, and some figures may therefore change in future releases of this statistical overview.
Where appropriate, we refer to Australian Prudential Regulation Authority (APRA) data for comparisons between the SMSF sector and APRA-regulated funds.
Note: This publication is not available in PDF.
You can print a section of the report or the entire document by using the print options located on the top, right-hand side of the page.
Data tables can also be accessed in XLXS format – see Data tables (XLXS 598KB)This link will download a file.
You can also download the SMSF annual statistical overview infographic 2016–17 (PDF, 686 KB)This link will download a file and SMSF gender statistics infographic (PDF, 453KB)This link will download a file.
For comments or enquiries about this report, email us at SPR_smsfstats@ato.gov.au.