Population and asset allocation tables
The following tables contain details of:
- SMSF population growth
- asset allocation of SMSFs
- number of SMSFs established or wound up during recent financial years (quarterly and annual data)
- estimates of the amount of assets held by SMSFs for each type of asset.
These tables are updated on a quarterly basis. To view figures from before 2014, refer to historical data.
On this page:
Population table – annual data
This table contains details of the number of SMSFs that were established or wound up during each financial year.
The establishment date is the date when an SMSF is deemed by the super law to come into existence. It can be different from the date the SMSF registers with us.
Wind-ups include both those initiated by trustees and those that occur as a result of our compliance and cleansing activity. Where the wind-up is initiated by the trustees, the year refers to the year the fund actually winds up, rather than the date this advice was received by us.
Net establishments are calculated as establishments less wind-ups.
The 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 total number of members of SMSFs is estimated based on SMSF return form data. The estimates for June 2019 are extrapolated from 2017–18 data.
The data for this table was extracted on 30 July 2019.
Population table – annual data
Year
|
Establishments
|
Windups
|
Net establishments
|
Total number of SMSFs
|
Total members of SMSFs
|
June 2019
|
19,945
|
2,120
|
17,825
|
599,678
|
1,125,201
|
June 2018
|
25,429
|
22,730
|
2,699
|
581,853
|
1,091,086
|
June 2017
|
30,472
|
13,792
|
16,680
|
579,154
|
1,091,554
|
June 2016
|
32,844
|
12,467
|
20,377
|
562,474
|
1,059,791
|
June 2015
|
33,767
|
13,087
|
20,680
|
542,097
|
1,026,270
|
June 2014
|
33,354
|
12,673
|
20,681
|
521,417
|
987,357
|
Population table – quarterly data
This table is similar to the population table – annual data but breaks the data down into each quarter since the June 2014 quarter.
Establishments and wind-ups for recent quarters may be understated because there is often a time lag between when the event occurs and when we receive notification from the SMSF. It is anticipated that the number of June 2019 quarter establishments and wind-ups will increase as more notifications are received.
Generally, we receive notifications of wind-ups as at the end of the financial year. This means the June quarters show significantly higher numbers of wind-ups than other quarters. Other quarters that show a high number of wind-ups may be due to our activities. For example, in recent years we cancelled around 9,000 SMSF Australian business numbers which were reflected in the September 2017 quarter.
Estimates of the total members of SMSFs for the September 2018 quarter onwards are extrapolated from 2017–18 return form data.
The data was extracted on 30 July 2019.
Population table – quarterly data
Quarter
|
Establishments
|
Windups
|
Net establishments
|
Total number of SMSFs
|
Total members of SMSFs
|
June 2019
|
4,486
|
193
|
4,293
|
599,678
|
1,125,201
|
March 2019
|
4,484
|
637
|
3,847
|
595,385
|
1,117,623
|
December 2018
|
4,789
|
745
|
4,044
|
591,538
|
1,110,884
|
September 2018
|
6,186
|
545
|
5,641
|
587,494
|
1,103,808
|
June 2018
|
5,924
|
10,548
|
-4,624
|
581,853
|
1,091,086
|
March 2018
|
5,928
|
1,643
|
4,285
|
586,477
|
1,100,431
|
December 2017
|
6,232
|
1,286
|
4,946
|
582,192
|
1,093,027
|
September 2017
|
7,345
|
9,253
|
-1,908
|
577,246
|
1,084,415
|
June 2017
|
8,393
|
10,563
|
-2,170
|
579,154
|
1,091,554
|
March 2017
|
7,381
|
1,366
|
6,015
|
581,324
|
1,096,494
|
December 2016
|
6,751
|
1,071
|
5,680
|
575,309
|
1,085,864
|
September 2016
|
7,947
|
792
|
7,155
|
569,629
|
1,075,804
|
June 2016
|
8,572
|
9,265
|
-693
|
562,474
|
1,059,791
|
March 2016
|
7,578
|
1,211
|
6,367
|
563,167
|
1,061,958
|
December 2015
|
7,086
|
985
|
6,101
|
556,800
|
1,050,683
|
September 2015
|
9,608
|
1,006
|
8,602
|
550,699
|
1,039,860
|
June 2015
|
8,596
|
9,337
|
-741
|
542,097
|
1,026,270
|
March 2015
|
7,880
|
1,378
|
6,502
|
542,838
|
1,028,623
|
December 2014
|
7,897
|
1,165
|
6,732
|
536,336
|
1,017,136
|
September 2014
|
9,394
|
1,207
|
8,187
|
529,604
|
1,005,214
|
June 2014
|
8,514
|
8,849
|
-335
|
521,417
|
987,357
|
Asset allocation tables
All data in these tables are estimates. The tables contain data on:
- the amount of assets held for each type of asset listed on the SMSF annual return
- borrowings and other liabilities
- total and net Australian and overseas assets held.
The estimates are based on data provided by SMSFs reporting their financial position as at 30 June of the relevant financial year.
The figures for June 2014 through to June 2018 are based on return form data for those financial years. Each quarter, these estimates are updated as more return data becomes available.
Figures for September 2018 and subsequent quarters are extrapolated from 2017–18 return form data.
The 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.
The data was extracted on 30 July 2019.
Asset allocation table: Part 1
Quarter
|
Listed trusts ($m)
|
Unlisted trusts ($m)
|
Insurance policy ($m)
|
Other managed Investments ($m)
|
Cash and term deposits ($m)
|
Debt securities ($m)
|
Loans ($m)
|
June 2019
|
37,595
|
86,101
|
120
|
37,672
|
157,455
|
11,563
|
4,952
|
March 2019
|
36,120
|
82,724
|
121
|
37,882
|
157,461
|
11,564
|
4,979
|
December 2018
|
34,799
|
79,699
|
117
|
35,766
|
157,853
|
11,592
|
5,019
|
September 2018
|
36,835
|
84,361
|
123
|
37,497
|
158,364
|
11,630
|
5,036
|
June 2018
|
36,943
|
84,609
|
124
|
36,583
|
158,984
|
11,675
|
5,062
|
March 2018
|
29,929
|
77,496
|
158
|
32,988
|
164,249
|
10,576
|
4,850
|
December 2017
|
30,639
|
79,334
|
161
|
32,908
|
164,451
|
10,589
|
4,862
|
September 2017
|
29,440
|
76,229
|
160
|
32,040
|
164,946
|
10,621
|
4,874
|
June 2017
|
29,487
|
76,353
|
162
|
31,594
|
165,650
|
10,666
|
4,895
|
March 2017
|
30,633
|
71,595
|
108
|
35,733
|
150,636
|
9,009
|
4,584
|
December 2016
|
29,430
|
68,783
|
107
|
34,859
|
149,844
|
8,961
|
4,567
|
September 2016
|
28,033
|
65,517
|
107
|
33,271
|
149,426
|
8,936
|
4,557
|
June 2016
|
27,093
|
63,322
|
140
|
29,898
|
149,286
|
8,928
|
4,546
|
March 2016
|
24,125
|
56,168
|
149
|
29,405
|
148,663
|
7,553
|
4,097
|
December 2015
|
24,338
|
56,664
|
152
|
29,693
|
147,798
|
7,509
|
4,108
|
September 2015
|
23,477
|
54,659
|
150
|
28,828
|
147,059
|
7,471
|
4,105
|
June 2015
|
23,968
|
55,803
|
153
|
28,668
|
146,477
|
7,442
|
4,103
|
March 2015
|
22,198
|
53,739
|
179
|
27,495
|
146,919
|
6,318
|
3,812
|
December 2014
|
20,807
|
50,370
|
170
|
25,828
|
145,595
|
6,261
|
3,802
|
September 2014
|
20,185
|
48,864
|
167
|
24,880
|
144,571
|
6,217
|
3,800
|
June 2014
|
20,053
|
48,546
|
166
|
24,532
|
143,761
|
6,182
|
3,794
|
Asset allocation table: Part 2
Quarter
|
Listed shares ($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)
|
June 2019
|
231,453
|
8,186
|
41,310
|
64,023
|
34,493
|
335
|
19,380
|
March 2019
|
215,466
|
8,232
|
41,004
|
63,549
|
34,238
|
337
|
19,488
|
December 2018
|
195,723
|
8,298
|
42,055
|
65,177
|
35,115
|
339
|
19,645
|
September 2018
|
215,337
|
8,327
|
42,888
|
66,469
|
35,811
|
341
|
19,713
|
June 2018
|
214,101
|
8,369
|
43,393
|
67,252
|
36,233
|
342
|
19,814
|
March 2018
|
191,992
|
7,922
|
42,124
|
68,711
|
35,682
|
368
|
19,449
|
December 2017
|
201,163
|
7,942
|
42,156
|
68,763
|
35,709
|
369
|
19,498
|
September 2017
|
188,420
|
7,961
|
41,581
|
67,826
|
35,222
|
370
|
19,546
|
June 2017
|
189,119
|
7,995
|
41,562
|
67,795
|
35,206
|
372
|
19,628
|
March 2017
|
197,579
|
7,084
|
30,056
|
74,713
|
32,308
|
354
|
17,857
|
December 2016
|
188,630
|
7,057
|
29,058
|
72,233
|
31,236
|
352
|
17,789
|
September 2016
|
179,902
|
7,041
|
27,644
|
68,717
|
29,716
|
352
|
17,751
|
June 2016
|
171,928
|
7,025
|
27,023
|
67,174
|
29,048
|
351
|
17,710
|
March 2016
|
165,598
|
6,322
|
22,530
|
67,617
|
24,664
|
418
|
16,850
|
December 2015
|
170,407
|
6,338
|
22,292
|
66,902
|
24,403
|
419
|
16,894
|
September 2015
|
160,489
|
6,334
|
22,037
|
66,137
|
24,124
|
419
|
16,882
|
June 2015
|
172,580
|
6,331
|
21,414
|
64,269
|
23,443
|
419
|
16,876
|
March 2015
|
183,992
|
5,615
|
16,865
|
65,443
|
21,717
|
445
|
14,490
|
December 2014
|
166,642
|
5,600
|
16,379
|
63,558
|
21,091
|
444
|
14,451
|
September 2014
|
161,838
|
5,597
|
15,872
|
61,590
|
20,438
|
444
|
14,444
|
June 2014
|
163,299
|
5,587
|
15,530
|
60,262
|
19,997
|
443
|
14,419
|
Asset allocation table: Part 3
Quarter
|
Overseas shares ($m)
|
Overseas non-residential real property ($m)
|
Overseas residential real property ($m)
|
Overseas managed investments ($m)
|
Other overseas assets ($m)
|
June 2019
|
8,471
|
129
|
288
|
1,150
|
2,883
|
March 2019
|
7,886
|
120
|
268
|
1,071
|
2,683
|
December 2018
|
7,164
|
109
|
243
|
973
|
2,438
|
September 2018
|
7,881
|
120
|
268
|
1,070
|
2,682
|
June 2018
|
7,836
|
119
|
266
|
1,064
|
2,666
|
March 2018
|
5,903
|
146
|
314
|
828
|
2,446
|
December 2017
|
6,185
|
153
|
329
|
867
|
2,563
|
September 2017
|
5,793
|
143
|
308
|
812
|
2,400
|
June 2017
|
5,815
|
144
|
309
|
815
|
2,409
|
March 2017
|
4,575
|
146
|
330
|
819
|
2,872
|
December 2016
|
4,367
|
139
|
315
|
782
|
2,742
|
September 2016
|
4,165
|
132
|
300
|
745
|
2,615
|
June 2016
|
3,981
|
127
|
287
|
712
|
2,499
|
March 2016
|
3,314
|
111
|
264
|
672
|
2,550
|
December 2015
|
3,410
|
114
|
272
|
691
|
2,624
|
September 2015
|
3,211
|
108
|
256
|
651
|
2,471
|
June 2015
|
3,453
|
116
|
275
|
700
|
2,657
|
March 2015
|
2,069
|
129
|
272
|
545
|
2,509
|
December 2014
|
1,874
|
117
|
247
|
494
|
2,272
|
September 2014
|
1,820
|
113
|
239
|
480
|
2,207
|
June 2014
|
1,836
|
114
|
242
|
484
|
2,227
|
Asset allocation table: Part 4
Quarter
|
Total Australian and overseas assets ($m)
|
Borrowings ($m)
|
Other Liabilities ($m)
|
Total net Australian and overseas assets ($m)
|
June 2019
|
747,560
|
23,134
|
6,077
|
718,349
|
March 2019
|
725,191
|
22,442
|
5,895
|
696,854
|
December 2018
|
702,125
|
21,728
|
5,708
|
674,689
|
September 2018
|
734,754
|
22,737
|
5,973
|
706,044
|
June 2018
|
735,438
|
22,759
|
5,978
|
706,701
|
March 2018
|
696,130
|
23,709
|
5,975
|
666,446
|
December 2017
|
708,642
|
24,135
|
6,082
|
678,425
|
September 2017
|
688,695
|
23,456
|
5,911
|
659,328
|
June 2017
|
689,976
|
23,500
|
5,922
|
660,554
|
March 2017
|
670,989
|
23,274
|
6,143
|
641,572
|
December 2016
|
651,250
|
22,590
|
5,962
|
622,698
|
September 2016
|
628,929
|
21,815
|
5,758
|
601,356
|
June 2016
|
611,081
|
21,196
|
5,595
|
584,290
|
March 2016
|
581,070
|
18,246
|
5,560
|
557,264
|
December 2015
|
585,029
|
18,371
|
5,598
|
561,060
|
September 2015
|
568,869
|
17,863
|
5,443
|
545,563
|
June 2015
|
579,151
|
18,186
|
5,541
|
555,424
|
March 2015
|
574,751
|
14,892
|
5,153
|
554,706
|
December 2014
|
546,000
|
14,147
|
4,895
|
526,958
|
September 2014
|
533,765
|
13,830
|
4,786
|
515,149
|
June 2014
|
531,473
|
13,771
|
4,765
|
512,937
|
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