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Self–managed super fund quarterly statistical report – December 2014

A statistical report for the self-managed super fund market for the period up to December 2014.

Last updated 18 February 2015

We publish regular statistical reports for the self–managed super fund (SMSF) market. The contents of this report have been worked out following valuable feedback from the superannuation industry.

The information in this report includes:

  • SMSF population and asset allocation tables  
    • population of SMSFs and members
    • asset allocation (break–up of assets into various classes).
     
  • Annual SMSF population analysis tables
    • asset allocation by asset value of the fund
    • membership sizes (SMSFs with one, two, three or four members)
    • demographics (state break–up of SMSFs, members and assets)
    • member demographics (age and income of members)
    • total asset ranges (distribution of the size of SMSFs)
    • average and median assets (per member and per SMSF)
    • flow of funds (contributions, transfers, benefits and expenses).
     
  • SMSF quarterly establishment tables
    • demographics (state break up of SMSFs)
    • member demographics (age of new members)
    • member demographics (income range of new members).
     
  • A number of tables no longer report historical data from before 2010 – to view all data from before 2010, refer to  

See also:

It is worth noting that most of the information in this report is estimated, and caution should be taken when using or presenting this data. The estimates have been based on the data provided by SMSFs reporting their financial position as at 30 June of the relevant financial year.

The SMSF population and asset allocation tables are updated on a quarterly basis. The next report will cover the period up to 31 March 2015 and should be available in May 2015. The remainder of the tables are updated annually when the June quarter updates are published.

Next step:

Email us at SPR_smsfstats@ato.gov.au – if you would like to provide comments, or you have questions about this report.

This email address is only for comments and questions about published SMSF data.

Statistics explanatory notes

General notes

Much of the information in the statistical tables is estimated, based on data reported to us. Caution should be taken when using or presenting this data. The estimates have been based on data provided by SMSFs reporting their financial position as at 30 June of the relevant financial year.

See also:

Rounding of figures may cause minor discrepancies to totals.

The SMSF population, asset allocation and establishment tables are updated on a quarterly basis, with the remainder of the tables updated annually when the June quarter updates are published.

Quarterly reports (as at the end of March, June, September and December each year) will generally be published within two months after the end of the quarter.

Additional information

From the June 2014 report, the 2012–13 annual return data has been incorporated into our estimation model – as a result, the estimates are a more accurate reflection of SMSF asset holdings.

  • A number of tables no longer report historical data from before 2010 – to view all data from before 2010, refer to  

New data is being collected on the SMSF annual return from 2012–13, relating to non–deductible expense items and assets held under limited recourse borrowing arrangements (LRBA). These changes to reporting have resulted in adjustments to our estimates for the June 2013 and subsequent quarters as 2013 annual return data has been incorporated.

Changes were made to the 2012 SMSF annual return form – label 'Derivatives and instalment warrants' is now 'Limited recourse borrowing arrangements'; and Artwork, collectibles, metal or jewels' is now 'Collectables and personal use assets'.

On 15 December 2014, we released Self–managed superannuation funds – A statistical overview 2012–13. Because the overview is based on historical data, it will differ from the more recent data in the December 2014 quarter SMSF statistical report. The statistical overview incorporating 2013–14 data is expected to be released in December 2015.

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.

SMSF population table – annual data

 

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.

Population table – quarterly data

 

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.

See also:

  • Self–managed super fund statistical report – June 2012 – to view figures for June 2004 – June 2007.
  • Self–managed super fund statistical report – June 2013 – to view figures for June 2008.
  • Self–managed super fund statistical report – June 2014 – to view figures for June 2009.

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.

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.

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

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–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

Asset allocation tables ($m)

 

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

Asset allocation tables ($m)

 

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

Asset allocation tables ($m)

 

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.

See also:

  • Self–managed super fund statistical report – June 2012 – to view figures for June 2004 – June 2007.
  • Self–managed super fund statistical report – June 2013 – to view figures for June 2008.
  • Self–managed super fund statistical report – June 2014 – to view figures for June 2009.

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

Derivatives and instalment warrants

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

Artwork, collectibles, metal or jewels

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

Derivatives and instalment warrants

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

Artwork, collectibles, metal or jewels

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.

See also:

  • Self–managed super fund statistical report – June 2012 – to view figures for June 2004 – June 2007.
  • Self–managed super fund statistical report – June 2013 – to view figures for June 2008.
  • Self–managed super fund statistical report – June 2014 – to view figures for June 2009.

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.

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

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

See also:

  • Self–managed super fund statistical report – June 2012 – to view figures for June 2004 – June 2007.
  • Self–managed super fund statistical report – June 2013 – to view figures for June 2008.
  • Self–managed super fund statistical report – June 2014 – to view figures for June 2009.

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.

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

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.

See also:

  • Self–managed super fund statistical report – June 2012 – to view figures for June 2004 – June 2007.
  • Self–managed super fund statistical report – June 2013 – to view figures for June 2008.
  • Self–managed super fund statistical report – June 2014 – to view figures for June 2009.

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.

See also:

  • Self–managed super fund statistical report – June 2012 – to view figures for June 2004 – June 2007.
  • Self–managed super fund statistical report – June 2013 – to view figures for June 2008.
  • Self–managed super fund statistical report – June 2014 – to view figures for June 2009.

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.

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.

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

See also:

  • Self–managed super fund statistical report – June 2012 – to view figures for June 2004 – June 2007.
  • Self–managed super fund statistical report – June 2013 – to view figures for June 2008.
  • Self–managed super fund statistical report – June 2014 – to view figures for June 2009.

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.

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

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.

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

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

QC44279