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Self–managed super fund quarterly statistical report – March 2015

A statistical report for the self-managed super fund market for the period up to March 2015.

Last updated 19 May 2015

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 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 30 June 2015 and should be available in August 2015. 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 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 – 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 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 March 2015 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 13 April 2015.

SMSF population table – annual data

 

Establishments

Windups

Net establishments

Total number of SMSFs

Total members of SMSFs

Jun–10

29,941

15,112

14,829

414,190

787,510

Jun–11

33,220

7,159

26,061

440,251

836,893

Jun–12

41,079

7,577

33,502

473,753

899,939

Jun–13

39,599

10,452

29,147

502,900

951,550

Jun–14

33,717

8,565

25,152

528,052

999,927

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 13 April 2015.

Population table – quarterly data

 

Establishments

Wind-ups

Net establishments

Total number of SMSFs

Total members of SMSFs

Jun–10

8,662

12,248

–3,586

414,190

787,510

Sep–10

8,526

680

7,846

422,036

805,066

Dec–10

7,619

637

6,982

429,018

817,487

Mar–11

7,465

691

6,774

435,792

829,530

Jun–11

9,610

5,151

4,459

440,251

836,893

Sep–11

10,594

980

9,614

449,865

857,971

Dec–11

8,926

525

8,401

458,266

872,946

Mar–12

9,882

655

9,227

467,493

889,383

Jun–12

11,677

5,417

6,260

473,753

899,939

Sep–12

11,550

1,868

9,682

483,435

917,372

Dec–12

9,904

746

9,158

492,593

933,781

Mar–13

8,601

878

7,723

500,316

947,595

Jun–13

9,544

6,960

2,584

502,900

951,550

Sep–13

9,325

1,114

8,211

511,111

970,178

Dec–13

7,946

649

7,297

518,408

983,248

Mar–14

7,868

866

7,002

525,410

995,765

Jun–14

8,578

5,936

2,642

528,052

999,927

Sep–14

9,481

335

9,146

537,198

1,019,728

Dec–14

7,911

314

7,597

544,795

1,033,371

Mar–15

5,978

67

5,911

550,706

1,044,004

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 13 April 2015.

 

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

17,240

34,262

178

17,625

96,062

2,196

2,563

Sep–10

18,023

35,818

184

18,743

97,632

2,232

2,595

Dec–10

18,712

37,186

187

19,526

99,769

2,281

2,624

Mar–11

19,235

38,226

189

20,264

102,231

2,337

2,687

Jun–11

16,534

37,205

161

19,351

114,174

2,759

2,915

Sep–11

15,599

35,100

157

18,380

116,305

2,810

2,944

Dec–11

15,898

35,774

159

18,882

118,803

2,870

2,962

Mar–12

16,871

37,965

167

20,354

121,756

2,942

2,993

Jun–12

14,502

37,808

173

18,130

135,551

3,619

3,143

Sep–12

15,209

39,654

178

19,173

137,280

3,666

3,184

Dec–12

16,026

41,782

180

20,060

139,198

3,717

3,195

Mar–13

16,905

44,076

185

21,238

141,563

3,780

3,221

Jun–13

17,202

42,965

183

21,794

145,814

4,770

3,392

Sep–13

18,381

45,911

190

23,399

147,236

4,817

3,427

Dec–13

19,187

47,925

195

24,538

148,823

4,869

3,455

Mar–14

19,700

49,205

197

25,715

150,725

4,931

3,484

Jun–14

20,256

50,593

203

26,667

153,295

5,015

3,526

Sep–14

20,442

51,059

205

26,775

154,435

5,052

3,539

Dec–14

21,098

52,696

209

27,997

155,790

5,097

3,546

Mar–15

22,363

55,857

209

28,050

157,365

5,148

3,553

 

 

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

110,917

4,332

755

41,094

13,123

618

11,133

Sep–10

120,383

4,386

767

41,321

13,196

625

11,270

Dec–10

126,486

4,434

784

42,383

13,535

632

11,394

Mar–11

131,789

4,541

803

42,976

13,724

647

11,669

Jun–11

125,290

4,730

1,401

47,571

14,637

713

12,409

Sep–11

111,235

4,776

1,427

47,524

14,623

720

12,529

Dec–11

114,269

4,805

1,458

48,053

14,785

724

12,606

Mar–12

124,976

4,856

1,494

49,435

15,211

732

12,741

Jun–12

118,091

5,177

2,488

53,478

16,107

544

12,127

Sep–12

128,423

5,245

2,519

54,020

16,270

551

12,286

Dec–12

137,528

5,263

2,555

55,987

16,862

553

12,328

Mar–13

149,319

5,306

2,598

57,336

17,269

557

12,428

Jun–13

143,980

5,315

8,827

57,419

17,338

474

12,783

Sep–13

158,488

5,370

8,913

59,506

17,969

479

12,916

Dec–13

163,976

5,414

9,009

62,666

18,923

483

13,021

Mar–14

167,839

5,459

9,125

64,538

19,488

487

13,130

Jun–14

170,643

5,526

9,280

67,099

20,262

493

13,290

Sep–14

169,424

5,545

9,349

68,814

20,779

494

13,337

Dec–14

174,739

5,557

9,431

71,069

21,460

495

13,366

Mar–15

193,110

5,568

9,526

72,125

21,779

496

13,390

 

 

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

123

310

1,488

Sep–10

1,145

94

134

337

1,615

Dec–10

1,203

99

141

354

1,697

Mar–11

1,253

103

147

368

1,768

Jun–11

1,364

85

141

314

1,696

Sep–11

1,211

75

125

279

1,506

Dec–11

1,244

78

128

287

1,547

Mar–12

1,360

85

140

313

1,692

Jun–12

1,472

94

169

301

1,621

Sep–12

1,600

102

183

327

1,763

Dec–12

1,714

110

196

350

1,888

Mar–13

1,861

119

213

380

2,050

Jun–13

1,993

103

199

401

1,979

Sep–13

2,194

113

219

441

2,179

Dec–13

2,269

117

227

456

2,254

Mar–14

2,323

120

232

467

2,307

Jun–14

2,362

122

236

475

2,346

Sep–14

2,345

121

234

471

2,329

Dec–14

2,418

124

242

486

2,402

Mar–15

2,673

138

267

537

2,655

 

 

Total Australian and overseas assets ($m)

Borrowings ($m)

Other Liabilities ($m)

Total net Australian and overseas assets ($m)

Jun–10

355,162

2,926

3,223

349,013

Sep–10

370,499

2,974

3,276

364,249

Dec–10

383,426

3,039

3,348

377,038

Mar–11

394,958

3,116

3,432

388,410

Jun–11

403,449

4,733

3,477

395,240

Sep–11

387,325

4,821

3,542

378,962

Dec–11

395,332

4,923

3,616

386,792

Mar–12

416,084

5,042

3,704

407,337

Jun–12

424,594

6,670

3,641

414,283

Sep–12

441,634

6,755

3,687

431,192

Dec–12

459,491

6,850

3,739

448,903

Mar–13

480,404

6,968

3,803

469,633

Jun–13

486,932

9,636

3,913

473,384

Sep–13

512,148

9,730

3,951

498,468

Dec–13

527,807

9,835

3,993

513,979

Mar–14

539,472

9,962

4,045

525,465

Jun–14

551,687

10,137

4,116

537,433

Sep–14

554,751

10,212

4,146

540,393

Dec–14

568,223

10,301

4,183

553,739

Mar–15

594,809

10,407

4,226

580,176

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 – 211

 

$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 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 contributions

Employer contributions

Other contributions

Inward transfers

Outward transfers

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

March 2015 quarter establishment tables

The following tables relate to funds established between 1 January 2015 and 31 March 2015. 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.

2015 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 March 2015 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 13 April 2015 based on ABR data as at that date.

 

ACT

NSW

NT

QLD

SA

TAS

VIC

WA

Number of funds

1.1%

35.8%

0.2%

19.8%

4.9%

0.9%

31.0%

6.3%

2015 quarterly establishments demographic table – age ranges

This table contains an age distribution of individual members of SMSFs established during the March 2015 quarter.

The data behind this table was extracted on 13 April 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

1.2%

1.2%

1.2%

25–34

10.6%

12.4%

11.4%

35–44

30.8%

32.0%

31.3%

45–54

32.3%

33.0%

32.6%

55–64

20.4%

18.3%

19.4%

>64

4.8%

3.2%

4.0%

Unknown

..

..

..

Total

100.0%

100.0%

100.0%

All ages

53.8%

46.3%

100.0%

2015 quarterly establishments demographic table – income ranges

This table contains an approximate distribution of the taxable income of the members of SMSFs established during the March 2015 quarter. The data was extracted on 13 April 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

6.1%

16.9%

11.1%

>$20,000–$40,000

10.5%

20.0%

14.9%

>$40,000–$60,000

12.9%

18.3%

15.4%

>$60,000–$80,000

16.1%

15.3%

15.7%

>$80,000–$100,000

13.6%

9.5%

11.7%

>$100,000–$150,000

18.7%

8.7%

14.0%

>$150,000–$200,000

9.4%

3.6%

6.7%

>$200,000–$500,000

8.9%

3.2%

6.2%

>$500,000

1.6%

0.4%

1.0%

Unknown

2.3%

4.1%

3.2%

Total

100.0%

100.0%

100.0%

QC45194