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Self–managed super fund quarterly statistical report – June 2014

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

Last updated 8 September 2014

We publish quarterly 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 2009 – to view all data from before 2009, refer to
    • Self–managed super fund statistical report – June 2012 
    • Self–managed super fund statistical report – June 2013.
     

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 30 September 2014 and should be available in November 2014. The remainder of the tables are updated annually when the June quarter updates are published.

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

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 2009 – to view all data from before 2009, refer to
    • Self–managed super fund statistical report – June 2012 
    • Self–managed super fund statistical report – June 2013.
     

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 – labels 'Derivatives and instalment warrants' is now 'Limited recourse borrowing arrangements'; and 'Artwork, collectibles, metal or jewels' is now 'Collectables and personal use assets'.

On 17 December 2013, we released Self–managed superannuation funds – A statistical overview 2011–12. Because the overview is based on historical data, it will differ from the more recent data in the June 2014 quarter SMSF statistical report. The statistical overview incorporating 2012–13 data is expected to be released in December 2014.

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 9 July 2014.

SMSF population table – annual data

 

Establishments

Windups

Net establishments

Total number of SMSFs

Total members of SMSFs

Jun–09

32,604

8,843

23,761

399,386

758,589

Jun–10

29,940

15,088

14,852

414,238

787,602

Jun–11

33,215

7,057

26,158

440,396

837,171

Jun–12

41,066

7,304

33,762

474,158

900,714

Jun–13

39,559

9,676

29,883

504,041

953,722

Jun–14

32,484

2,349

30,135

534,176

1,011,686

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 2009 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 9 July 2014.

 

Establishments

Wind–ups

Net establishments

Total number of SMSFs

Total members of SMSFs

Jun–09

9,281

5,584

3,697

399,386

758,589

Sep–09

7,671

1,537

6,134

405,520

773,623

Dec–09

6,687

648

6,039

411,559

784,355

Mar–10

6,921

663

6,258

417,817

795,477

Jun–10

8,661

12,240

–3,579

414,238

787,602

Sep–10

8,526

658

7,868

422,106

805,199

Dec–10

7,617

622

6,995

429,101

817,646

Mar–11

7,465

683

6,782

435,883

829,704

Jun–11

9,607

5,094

4,513

440,396

837,171

Sep–11

10,591

935

9,656

450,052

858,328

Dec–11

8,923

509

8,414

458,466

873,328

Mar–12

9,878

636

9,242

467,708

889,795

Jun–12

11,674

5,224

6,450

474,158

900,714

Sep–12

11,542

1,677

9,865

484,023

918,490

Dec–12

9,903

694

9,209

493,232

934,996

Mar–13

8,592

833

7,759

500,991

948,879

Jun–13

9,522

6,472

3,050

504,041

953,722

Sep–13

9,291

829

8,462

512,503

972,827

Dec–13

7,903

390

7,513

520,016

986,311

Mar–14

7,599

465

7,134

527,150

999,106

Jun–14

7,691

665

7,026

534,176

1,011,686

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:

  • To view the figures for June 2004 – June 2007, refer to Self–managed super fund statistical report – June 2012 
  • For June 2008 figures, refer to Self–managed super fund statistical report – June 2013 

The figures for June 2009 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 9 July 2014.

 

Listed trusts

Unlisted trusts

Insurance policy

Other managed investments

Cash and term deposits

Debt securities

Loans

Jun–09

17,935

30,110

192

15,521

93,828

1,876

2,391

Sep–09

20,441

34,317

208

17,484

95,909

1,917

2,425

Dec–09

21,609

36,278

213

18,015

97,385

1,947

2,453

Mar–10

22,418

37,637

216

18,754

98,945

1,978

2,497

Jun–10

17,284

34,278

178

17,679

96,258

2,202

2,550

Sep–10

18,069

35,835

184

18,800

97,833

2,238

2,581

Dec–10

18,760

37,205

187

19,587

99,976

2,287

2,610

Mar–11

19,285

38,246

189

20,327

102,445

2,344

2,673

Jun–11

16,621

37,258

161

19,458

114,664

2,774

2,894

Sep–11

15,681

35,151

157

18,482

116,808

2,826

2,922

Dec–11

15,983

35,827

159

18,987

119,321

2,887

2,940

Mar–12

16,962

38,022

167

20,468

122,290

2,959

2,972

Jun–12

14,662

37,933

173

18,288

136,799

3,659

3,091

Sep–12

15,378

39,787

179

19,343

138,550

3,706

3,132

Dec–12

16,204

41,924

180

20,243

140,493

3,758

3,143

Mar–13

17,095

44,229

185

21,435

142,890

3,822

3,169

Jun–13

17,748

41,916

184

22,129

150,236

4,800

3,232

Sep–13

18,965

44,791

191

23,754

151,708

4,847

3,266

Dec–13

19,780

46,716

196

24,924

153,347

4,899

3,292

Mar–14

20,334

48,024

199

25,413

155,297

4,962

3,320

Jun–14

20,700

48,888

200

25,587

157,856

5,043

3,358

 

 

Listed shares

Unlisted shares

Limited recourse borrowing arrangements

Non–residential real property

Residential real property

Collectables and personal use assets

Other assets

Jun–09

92,630

4,191

497

35,960

11,522

530

11,262

Sep–09

112,977

4,252

508

38,111

12,211

537

11,423

Dec–09

117,492

4,300

516

40,944

13,119

543

11,553

Mar–10

120,094

4,377

524

43,104

13,811

553

11,762

Jun–10

111,194

4,332

755

41,129

13,126

617

11,116

Sep–10

120,685

4,385

768

41,356

13,198

625

11,253

Dec–10

126,805

4,433

784

42,420

13,538

632

11,377

Mar–11

132,124

4,540

804

43,015

13,727

647

11,652

Jun–11

125,910

4,731

1,404

47,658

14,638

712

12,398

Sep–11

111,789

4,778

1,430

47,612

14,624

719

12,519

Dec–11

114,841

4,807

1,461

48,143

14,787

723

12,595

Mar–12

125,606

4,859

1,497

49,530

15,213

731

12,731

Jun–12

119,359

5,182

2,473

53,638

16,121

541

12,106

Sep–12

129,806

5,250

2,505

54,184

16,285

548

12,265

Dec–12

139,017

5,268

2,540

56,161

16,879

550

12,308

Mar–13

150,945

5,312

2,583

57,517

17,287

555

12,409

Jun–13

149,948

5,642

8,314

56,614

17,038

440

12,381

Sep–13

165,064

5,701

8,395

58,674

17,659

445

12,511

Dec–13

170,784

5,748

8,486

61,684

18,564

449

12,612

Mar–14

174,797

5,796

8,594

63,688

19,167

452

12,717

Jun–14

177,617

5,863

8,735

64,953

19,548

458

12,865

 

 

Overseas shares

Overseas non–residential real property

Overseas residential real property

Overseas managed investments

Other overseas assets

Jun–09

801

72

102

284

1,394

Sep–09

977

87

125

347

1,700

Dec–09

1,016

91

130

361

1,768

Mar–10

1,038

93

133

369

1,807

Jun–10

1,053

87

124

311

1,491

Sep–10

1,143

94

134

337

1,619

Dec–10

1,201

99

141

355

1,701

Mar–11

1,251

103

147

369

1,772

Jun–11

1,368

84

138

316

1,704

Sep–11

1,215

74

123

281

1,512

Dec–11

1,248

76

126

289

1,554

Mar–12

1,365

84

138

316

1,699

Jun–12

1,476

94

162

302

1,623

Sep–12

1,605

102

176

328

1,765

Dec–12

1,719

109

188

352

1,891

Mar–13

1,867

118

204

382

2,053

Jun–13

1,927

101

178

369

1,966

Sep–13

2,121

111

196

406

2,165

Dec–13

2,195

115

203

420

2,240

Mar–14

2,246

117

208

430

2,292

Jun–14

2,282

119

211

437

2,329

 

 

Total Australian and overseas assets ($m)

Borrowings

Other Liabilities

Total net Australian and overseas assets ($m)

Jun–09

321,096

1,305

3,489

316,302

Sep–09

355,956

1,334

3,567

351,055

Dec–09

369,732

1,355

3,623

364,753

Mar–10

380,110

1,378

3,685

375,047

Jun–10

355,763

2,927

3,218

349,618

Sep–10

371,138

2,975

3,271

364,892

Dec–10

384,097

3,040

3,343

377,714

Mar–11

395,659

3,117

3,427

389,115

Jun–11

404,893

4,730

3,473

396,690

Sep–11

388,704

4,818

3,538

380,349

Dec–11

396,756

4,920

3,613

388,223

Mar–12

417,608

5,040

3,701

408,867

Jun–12

427,682

6,659

3,632

417,391

Sep–12

444,895

6,744

3,679

434,473

Dec–12

462,927

6,839

3,730

452,358

Mar–13

484,057

6,957

3,795

473,305

Jun–13

495,163

9,221

3,773

482,169

Sep–13

520,970

9,312

3,810

507,849

Dec–13

536,653

9,412

3,851

523,389

Mar–14

548,052

9,534

3,901

534,618

Jun–14

557,050

9,695

3,967

543,388

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 2009 through to 2013 financial years.

See also:

  • To view the figures for June 2004 – June 2007, refer to Self–managed super fund statistical report – June 2012 
  • For June 2008 figures, refer to Self–managed super fund statistical report – June 2013 

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 – 2009

 

$1–$50k

>$50–$100k

>$100–150k

>$150–200k

>$200–$500k

>$500k–$1m

>$1–$2m

>$2–$5m

>$5–$10m

>$10m

Listed trusts

2.68%

4.15%

5.33%

5.97%

6.54%

6.49%

5.73%

5.02%

4.84%

3.68%

Unlisted trusts

2.60%

4.48%

5.67%

6.23%

7.14%

7.87%

8.56%

10.06%

13.54%

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

2.83%

3.82%

4.52%

5.14%

5.45%

5.40%

4.82%

4.44%

3.94%

5.45%

Cash and term deposits

49.81%

42.89%

37.96%

36.17%

31.49%

30.03%

29.73%

28.43%

25.75%

21.81%

Debt securities

0.17%

0.19%

0.26%

0.27%

0.38%

0.50%

0.53%

0.69%

0.74%

1.08%

Loans

2.45%

2.09%

1.71%

1.02%

0.83%

0.56%

0.61%

0.67%

0.90%

1.73%

Listed shares

25.79%

29.63%

30.68%

30.57%

30.70%

30.04%

29.00%

27.82%

27.31%

26.76%

Unlisted
shares

1.92%

2.07%

1.87%

1.61%

1.20%

1.06%

1.07%

1.34%

1.71%

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%

3.27%

4.36%

7.18%

9.56%

11.75%

13.54%

13.67%

10.97%

Residential real property

0.26%

0.87%

1.65%

2.22%

3.83%

4.08%

4.00%

3.57%

2.56%

1.99%

Artwork, collectibles, metal or jewels

0.86%

0.77%

0.54%

0.44%

0.26%

0.16%

0.15%

0.13%

0.09%

0.14%

Other assets

8.68%

5.74%

5.23%

4.75%

3.99%

3.39%

3.19%

3.32%

3.52%

4.60%

Overseas shares

0.32%

0.28%

0.22%

0.25%

0.18%

0.16%

0.19%

0.25%

0.45%

0.78%

Overseas non– residential real property

0.03%

0.04%

0.03%

0.03%

0.02%

0.02%

0.02%

0.02%

0.04%

0.06%

Overseas residential real property

0.07%

0.10%

0.10%

0.05%

0.05%

0.03%

0.03%

0.03%

0.00%

0.01%

Overseas managed investments

0.12%

0.10%

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%

0.39%

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

2.27%

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%

Limited recourse borrowing arrangements

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%

Collectables and personal use assets

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%

Limited recourse borrowing arrangements

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%

Collectables and personal use assets

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 2009 through to the 2013 years. These figures are based on SMSF annual return data.

See also:

  • To view the figures for June 2004 – June 2007, refer to Self–managed super fund statistical report – June 2012 
  • For June 2008 figures, refer to Self–managed super fund statistical report – June 2013 

The data was extracted on 9 July 2014.

Proportion of funds (%)

Number of members

2008–09

2009–10

2010–11

2011–12

2012–13

1

23.2%

22.8%

22.8%

22.7%

22.6%

2

67.7%

68.3%

68.6%

69.0%

69.5%

3

4.5%

4.4%

4.2%

4.1%

3.9%

4

4.6%

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 2009 to 2013 financial years.

See also:

  • To view the figures for June 2004 – June 2007, refer to Self–managed super fund statistical report – June 2012 
  • For June 2008 figures, refer to Self–managed super fund statistical report – June 2013 

The data was extracted on 9  July 2014.

Funds

 

2008–09

2009–10

2010–11

2011–12

2012–13

ACT

1.8%

1.8%

1.8%

1.8%

1.8%

NSW

31.5%

31.5%

31.6%

31.7%

31.8%

NT

0.2%

0.2%

0.2%

0.2%

0.2%

QLD

17.1%

17.0%

16.8%

16.6%

16.4%

SA

7.2%

7.2%

7.1%

7.2%

7.0%

TAS

1.5%

1.4%

1.4%

1.4%

1.4%

VIC

29.6%

29.8%

30.5%

30.7%

31.1%

WA

11.2%

11.1%

10.6%

10.4%

10.3%

Members

 

2008–09

2009–10

2010–11

2011–12

2012–13

ACT

1.8%

1.8%

1.8%

1.8%

1.8%

NSW

31.6%

31.6%

31.7%

31.8%

31.9%

NT

0.2%

0.2%

0.2%

0.2%

0.2%

QLD

17.2%

17.1%

16.9%

16.6%

16.5%

SA

7.2%

7.2%

7.2%

7.2%

7.0%

TAS

1.4%

1.4%

1.4%

1.4%

1.3%

VIC

29.4%

29.7%

30.3%

30.6%

31.0%

WA

11.1%

11.1%

10.6%

10.4%

10.3%

Assets

 

2008–09

2009–10

2010–11

2011–12

2012–13

ACT

1.8%

1.8%

1.7%

1.8%

1.9%

NSW

32.1%

32.0%

32.2%

32.3%

32.6%

NT

0.2%

0.2%

0.2%

0.2%

0.2%

QLD

17.2%

17.0%

16.6%

16.4%

16.1%

SA

7.0%

7.1%

7.1%

7.2%

7.0%

TAS

1.3%

1.3%

1.3%

1.3%

1.2%

VIC

30.0%

30.1%

30.6%

30.8%

31.3%

WA

10.5%

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 2009 to 2013 financial years.

See also:

  • To view the figures for June 2004 – June 2007, refer to Self–managed super fund statistical report – June 2012 
  • For June 2008 figures, refer to Self–managed super fund statistical report – June 2013 

The data was extracted on 9 July 2014.

Proportion of funds (%)

Asset ranges

2008–09

2009–10

2010–11

2011–12

2012–13

$0–$50,000

8.2%

7.7%

7.1%

7.2%

6.7%

>$50,000–$100,000

7.1%

6.5%

5.8%

5.9%

5.1%

>$100,000–$150,000

6.6%

6.3%

5.9%

6.0%

5.4%

>$150,000–$200,000

6.0%

5.7%

5.5%

5.5%

5.1%

>$200,000–$500,000

26.1%

25.6%

25.2%

25.5%

24.7%

>$500,000–$1m

21.9%

22.4%

22.7%

22.9%

23.4%

>$1m–$2m

15.1%

15.9%

16.8%

16.5%

17.6%

>$2m–$5m

7.7%

8.4%

9.0%

8.8%

9.9%

>$5m–$10m

1.1%

1.3%

1.6%

1.5%

1.8%

>$10m

0.2%

0.3%

0.3%

0.3%

0.4%

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 2009 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.

The data was extracted on 9 July 2014.

 

2008–09

2009–10

2010–11

2011–12

2012–13

Average assets per member

426,890

455,755

488,536

480,586

523,814

Median assets per member

251,729

268,612

285,305

279,793

313,003

Average assets per SMSF

811,595

868,184

929,145

912,450

992,107

Median assets per SMSF

452,027

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 2009 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.

The data was extracted on 9 July 2014.

 

Contributions

Transfers

Benefit payments

Admin & investment expenses

Member contributions

Employer contributions

Other contributions

Inward transfers

Outward transfers

2008–09

17,415

10,103

418

13,027

3,454

16,593

1,466

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

June 2014 quarter establishment tables

The following tables relate to funds established between 1 April 2014 and 30 June 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 June 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 9 July 2014 based on ABR data as at that date.

 

ACT

NSW

NT

QLD

SA

TAS

VIC

WA

Number of funds

1.4%

37.7%

0.3%

17.3%

5.6%

0.8%

30.3%

6.6%

2014 quarterly establishments demographic table – age ranges

This table contains an age distribution of individual members of SMSFs established during the June 2014 quarter.

The data behind this table was extracted on 9 July 2014 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

1.5%

1.4%

1.4%

25–34

9.9%

11.4%

10.6%

35–44

27.7%

29.5%

28.6%

45–54

31.3%

31.8%

31.5%

55–64

22.2%

21.1%

21.7%

>64

7.4%

4.8%

6.2%

Unknown

".."

".."

".."

Total

100.0%

100.0%

100.0%

All ages

52.9%

47.1%

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 June 2014 quarter. The data was extracted on 9 July 2014 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

6.8%

16.6%

11.4%

>$20,000–$40,000

11.1%

19.9%

15.2%

>$40,000–$60,000

13.0%

17.7%

15.2%

>$60,000–$80,000

15.4%

15.2%

15.3%

>$80,000–$100,000

11.8%

8.6%

10.3%

>$100,000–$150,000

18.2%

8.8%

13.7%

>$150,000–$200,000

9.1%

4.2%

6.8%

>$200,000–$500,000

9.6%

3.9%

6.9%

>$500,000

2.4%

0.5%

1.5%

Unknown

2.6%

4.6%

3.6%

Total

100.0%

100.0%

100.0%

QC42325