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  • 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 12 July 2016.

    Population table – annual data

     

    Establishments

    Windups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun-11

    33,218

    7,250

    25,968

    440,094

    836,593

    Jun-12

    41,080

    7,766

    33,314

    473,408

    899,280

    Jun-13

    39,620

    10,873

    28,747

    502,155

    950,133

    Jun-14

    33,813

    11,903

    21,910

    524,065

    992,342

    Jun-15

    34,372

    11,136

    23,236

    547,301

    1,030,962

    Jun-16

    31,351

    1,416

    29,935

    577,236

    1,087,841

     

    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 2011 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 12 July 2016.

    Population table – quarterly data

     

    Establishments

    Wind-ups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun-11

    9,610

    5,190

    4,420

    440,094

    836,593

    Sep-11

    10,595

    1,041

    9,554

    449,648

    857,556

    Dec-11

    8,924

    524

    8,400

    458,048

    872,529

    Mar-12

    9,881

    667

    9,214

    467,262

    888,942

    Jun-12

    11,680

    5,534

    6,146

    473,408

    899,280

    Sep-12

    11,549

    2,031

    9,518

    482,926

    916,405

    Dec-12

    9,909

    775

    9,134

    492,060

    932,768

    Mar-13

    8,606

    884

    7,722

    499,782

    946,579

    Jun-13

    9,556

    7,183

    2,373

    502,155

    950,133

    Sep-13

    9,341

    1,571

    7,770

    509,925

    967,923

    Dec-13

    7,958

    796

    7,162

    517,087

    980,735

    Mar-14

    7,886

    1,073

    6,813

    523,900

    992,892

    Jun-14

    8,628

    8,463

    165

    524,065

    992,342

    Sep-14

    9,561

    919

    8,642

    532,707

    1,005,860

    Dec-14

    8,034

    933

    7,101

    539,808

    1,018,478

    Mar-15

    8,046

    1,094

    6,952

    546,760

    1,030,812

    Jun-15

    8,731

    8,190

    541

    547,301

    1,030,962

    Sep-15

    9,669

    281

    9,388

    556,689

    1,051,175

    Dec-15

    7,134

    356

    6,778

    563,467

    1,063,272

    Mar-16

    7,566

    344

    7,222

    570,689

    1,076,165

    Jun-16

    6,982

    435

    6,547

    577,236

    1,087,841

    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 2011 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 estimates relate to the total SMSF population. The data was extracted on 12 July 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-11

    16,462

    37,126

    162

    19,267

    113,768

    2,745

    2,941

    Sep-11

    15,519

    34,999

    158

    18,285

    115,813

    2,794

    2,967

    Dec-11

    15,806

    35,646

    160

    18,770

    118,217

    2,852

    2,983

    Mar-12

    16,762

    37,803

    167

    20,219

    121,070

    2,921

    3,013

    Jun-12

    14,395

    37,705

    171

    18,015

    134,724

    3,590

    3,189

    Sep-12

    15,086

    39,514

    177

    19,036

    136,329

    3,633

    3,228

    Dec-12

    15,883

    41,602

    178

    19,902

    138,122

    3,681

    3,237

    Mar-13

    16,742

    43,853

    183

    21,054

    140,357

    3,740

    3,260

    Jun-13

    16,864

    42,719

    183

    21,352

    143,446

    4,690

    3,481

    Sep-13

    17,982

    45,551

    190

    22,872

    144,519

    4,725

    3,509

    Dec-13

    18,733

    47,453

    194

    23,915

    145,773

    4,766

    3,530

    Mar-14

    19,197

    48,626

    196

    24,974

    147,347

    4,818

    3,553

    Jun-14

    20,570

    49,194

    167

    25,183

    146,776

    6,363

    3,673

    Sep-14

    20,703

    49,512

    168

    25,593

    147,591

    6,399

    3,679

    Dec-14

    21,340

    51,038

    172

    26,623

    148,636

    6,444

    3,681

    Mar-15

    22,771

    54,458

    181

    28,382

    150,007

    6,503

    3,691

    Jun-15

    25,781

    56,904

    159

    30,693

    154,354

    8,093

    3,775

    Sep-15

    25,288

    55,816

    155

    30,725

    155,179

    8,136

    3,781

    Dec-15

    26,249

    57,938

    158

    31,754

    156,165

    8,188

    3,789

    Mar-16

    26,051

    57,500

    155

    31,526

    157,268

    8,246

    3,784

    Jun-16

    26,843

    59,248

    156

    31,658

    158,890

    8,331

    3,800

     

    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-11

    124,765

    4,722

    1,397

    47,434

    14,604

    713

    12,401

    Sep-11

    110,683

    4,764

    1,422

    47,355

    14,580

    719

    12,513

    Dec-11

    113,621

    4,790

    1,451

    47,847

    14,732

    723

    12,580

    Mar-12

    124,185

    4,838

    1,487

    49,189

    15,145

    730

    12,706

    Jun-12

    117,249

    5,163

    2,523

    53,271

    16,081

    549

    12,131

    Sep-12

    127,408

    5,226

    2,546

    53,767

    16,231

    556

    12,279

    Dec-12

    136,337

    5,240

    2,637

    55,681

    16,809

    557

    12,311

    Mar-13

    147,915

    5,278

    2,698

    56,977

    17,200

    561

    12,402

    Jun-13

    141,036

    5,297

    8,865

    57,077

    17,338

    486

    12,822

    Sep-13

    154,926

    5,340

    9,167

    59,022

    17,928

    490

    12,926

    Dec-13

    159,965

    5,372

    9,635

    62,033

    18,843

    493

    13,004

    Mar-14

    163,416

    5,407

    9,904

    63,762

    19,368

    496

    13,087

    Jun-14

    167,575

    5,634

    15,572

    61,098

    19,999

    428

    14,416

    Sep-14

    166,062

    5,644

    15,914

    62,440

    20,438

    429

    14,440

    Dec-14

    170,991

    5,646

    16,422

    64,435

    21,091

    429

    14,447

    Mar-15

    188,815

    5,662

    16,911

    66,354

    21,719

    431

    14,488

    Jun-15

    186,788

    6,176

    20,364

    63,846

    22,708

    373

    16,394

    Sep-15

    173,958

    6,187

    20,984

    65,790

    23,399

    374

    16,423

    Dec-15

    184,941

    6,199

    21,255

    66,638

    23,701

    374

    16,457

    Mar-16

    179,944

    6,191

    21,508

    67,431

    23,983

    374

    16,434

    Jun-16

    187,790

    6,217

    21,877

    68,590

    24,395

    375

    16,503

     

    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-11

    1,359

    85

    142

    312

    1,690

    Sep-11

    1,206

    75

    126

    277

    1,500

    Dec-11

    1,238

    77

    129

    285

    1,539

    Mar-12

    1,353

    84

    141

    311

    1,683

    Jun-12

    1,466

    95

    172

    299

    1,612

    Sep-12

    1,593

    103

    187

    325

    1,752

    Dec-12

    1,704

    110

    200

    348

    1,875

    Mar-13

    1,849

    119

    217

    377

    2,034

    Jun-13

    1,969

    107

    207

    393

    1,958

    Sep-13

    2,163

    118

    227

    432

    2,151

    Dec-13

    2,233

    121

    235

    446

    2,221

    Mar-14

    2,282

    124

    240

    456

    2,269

    Jun-14

    1,852

    115

    231

    493

    2,262

    Sep-14

    1,836

    114

    229

    488

    2,242

    Dec-14

    1,890

    117

    235

    503

    2,308

    Mar-15

    2,087

    129

    260

    555

    2,549

    Jun-15

    3,287

    109

    221

    699

    2,678

    Sep-15

    3,062

    102

    206

    651

    2,494

    Dec-15

    3,255

    108

    219

    692

    2,651

    Mar-16

    3,167

    105

    213

    673

    2,580

    Jun-16

    3,305

    110

    223

    702

    2,692

     

    Asset allocation tables ($m) continued 

     

    Total Australian and overseas assets ($m)

    Borrowings ($m)

    Other Liabilities ($m)

    Total net Australian and overseas assets ($m)

    Jun-11

    402,094

    4,732

    3,483

    393,879

    Sep-11

    385,754

    4,540

    3,341

    377,873

    Dec-11

    393,446

    4,630

    3,408

    385,408

    Mar-12

    413,807

    4,870

    3,584

    405,353

    Jun-12

    422,401

    6,701

    3,659

    412,041

    Sep-12

    438,974

    6,963

    3,802

    428,208

    Dec-12

    456,412

    7,240

    3,953

    445,218

    Mar-13

    476,818

    7,564

    4,130

    465,124

    Jun-13

    480,292

    9,829

    3,972

    466,490

    Sep-13

    504,241

    10,319

    4,171

    489,751

    Dec-13

    518,968

    10,621

    4,292

    504,054

    Mar-14

    529,520

    10,837

    4,380

    514,304

    Jun-14

    541,604

    13,768

    4,658

    523,178

    Sep-14

    543,920

    13,826

    4,678

    525,416

    Dec-14

    556,448

    14,145

    4,785

    537,518

    Mar-15

    585,954

    14,895

    5,039

    566,020

    Jun-15

    603,401

    16,853

    5,113

    581,436

    Sep-15

    592,709

    16,554

    5,022

    571,133

    Dec-15

    610,732

    17,058

    5,175

    588,499

    Mar-16

    607,131

    16,957

    5,144

    585,030

    Jun-16

    621,703

    17,364

    5,268

    599,071

      Last modified: 15 Sep 2016QC 50133