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Population and asset allocation tables

Contain details of the population growth and asset allocation of SMSFs.

Last updated 13 July 2017

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 2016 extrapolated from 2014–15 data.

The data was extracted on 4 April 2017.

Population table – annual data

 

Establishments

Windups

Net establishments

Total number of SMSFs

Total members of SMSFs

Jun-12

41,075

7,809

33,266

473,274

899,024

Jun-13

39,616

10,973

28,643

501,917

949,681

Jun-14

33,824

12,089

21,735

523,652

991,556

Jun-15

34,410

11,950

22,460

546,112

1,033,828

Jun-16

33,149

8,726

24,423

570,535

1,080,370

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 2012 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 4 April 2017.

Population table – quarterly data

 

Establishments

Wind-ups

Net establishments

Total number of SMSFs

Total members of SMSFs

Jun-12

11,681

5,560

6,121

473,274

899,024

Sep-12

11,546

2,063

9,483

482,757

916,084

Dec-12

9,907

786

9,121

491,878

932,423

Mar-13

8,604

892

7,712

499,590

946,215

Jun-13

9,559

7,232

2,327

501,917

949,681

Sep-13

9,341

1,636

7,705

509,622

967,348

Dec-13

7,962

810

7,152

516,774

980,140

Mar-14

7,891

1,082

6,809

523,583

992,288

Jun-14

8,630

8,561

69

523,652

991,556

Sep-14

9,565

1,074

8,491

532,143

1,010,020

Dec-14

8,037

963

7,074

539,217

1,022,576

Mar-15

8,055

1,148

6,907

546,124

1,034,813

Jun-15

8,753

8,765

-12

546,112

1,033,828

Sep-15

9,695

523

9,172

555,284

1,053,973

Dec-15

7,175

722

6,453

561,737

1,065,445

Mar-16

7,666

897

6,769

568,506

1,077,462

Jun-16

8,613

6,584

2,029

570,535

1,080,370

Sep-16

7,942

246

7,696

578,231

1,097,765

Dec-16

6,721

294

6,427

584,658

1,109,237

Mar- 17

6,180

96

6,084

590,742

1,120,117

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 2012 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 are estimates of assets allocations for the total SMSF population. The data was extracted on 4 April 2017.

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-12

14,369

37,689

173

17,980

134,486

3,583

3,207

Sep-12

15,058

39,497

178

18,999

136,088

3,626

3,246

Dec-12

15,853

41,584

179

19,863

137,877

3,673

3,255

Mar-13

16,711

43,833

184

21,013

140,107

3,733

3,279

Jun-13

16,805

42,653

184

21,272

142,966

4,671

3,505

Sep-13

17,918

45,479

191

22,788

144,034

4,706

3,534

Dec-13

18,666

47,378

195

23,830

145,282

4,746

3,555

Mar-14

19,127

48,548

197

24,886

146,846

4,797

3,578

Jun-14

20,383

49,102

167

24,957

145,720

6,299

3,723

Sep-14

20,517

49,427

168

25,360

146,551

6,335

3,730

Dec-14

21,152

50,957

171

26,380

147,607

6,380

3,732

Mar-15

22,572

54,377

180

28,144

148,985

6,440

3,743

Jun-15

24,814

56,892

155

29,666

150,376

7,736

3,992

Sep-15

24,342

55,810

152

29,871

151,196

7,778

4,000

Dec-15

25,270

57,939

154

30,870

152,176

7,829

4,008

Mar-16

25,083

57,510

151

30,675

153,274

7,885

4,003

Jun-16

26,122

59,891

152

31,946

155,015

7,975

4,039

Sep-16

27,079

62,086

117

35,687

155,466

7,998

4,056

Dec-16

28,468

65,272

116

36,597

156,130

8,032

4,071

Mar-17

29,331

67,250

116

36,587

157,024

8,078

4,070

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-12

117,022

5,163

2,519

53,239

16,077

550

12,140

Sep-12

127,161

5,226

2,543

53,734

16,226

557

12,288

Dec-12

136,072

5,240

2,633

55,647

16,804

559

12,321

Mar-13

147,626

5,279

2,694

56,941

17,195

563

12,411

Jun-13

140,471

5,292

8,870

56,983

17,313

491

12,839

Sep-13

154,305

5,335

9,172

58,925

17,903

495

12,944

Dec-13

159,322

5,367

9,640

61,929

18,816

498

13,021

Mar-14

162,754

5,401

9,908

63,654

19,340

501

13,104

Jun-14

165,929

5,628

15,611

60,930

20,061

436

14,469

Sep-14

164,456

5,638

15,956

62,277

20,504

437

14,495

Dec-14

169,359

5,641

16,468

64,275

21,162

437

14,503

Mar-15

187,032

5,658

16,960

66,196

21,795

438

14,546

Jun-15

178,788

6,359

21,485

65,270

23,508

406

16,831

Sep-15

166,527

6,371

22,141

67,264

24,226

407

16,862

Dec-15

177,061

6,385

22,429

68,139

24,542

408

16,899

Mar-16

172,305

6,377

22,700

68,961

24,838

407

16,878

Jun-16

179,997

6,434

23,566

71,593

25,786

411

17,029

Sep-16

188,701

6,462

24,154

73,379

26,429

413

17,102

Dec-16

198,134

6,485

25,425

77,241

27,820

414

17,164

Mar-17

207,620

6,483

25,749

78,224

28,174

414

17,159

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-12

1,464

95

173

298

1,609

Sep-12

1,591

103

187

324

1,749

Dec-12

1,703

110

201

347

1,871

Mar-13

1,847

120

218

376

2,030

Jun-13

1,963

106

210

391

1,954

Sep-13

2,156

117

231

430

2,146

Dec-13

2,226

121

238

444

2,216

Mar-14

2,274

123

244

453

2,263

Jun-14

1,851

114

234

489

2,253

Sep-14

1,835

113

232

484

2,233

Dec-14

1,890

116

239

499

2,300

Mar-15

2,087

129

264

551

2,540

Jun-15

3,500

115

254

713

2,707

Sep-15

3,260

107

237

664

2,521

Dec-15

3,466

114

252

706

2,681

Mar-16

3,373

111

245

687

2,609

Jun-16

3,523

116

256

718

2,725

Sep-16

3,694

122

268

752

2,857

Dec-16

3,878

128

282

790

3,000

Mar-17

4,064

134

295

828

3,143

Asset allocation tables ($m) continued

 

Total Australian and overseas assets ($m)

Borrowings ($m)

Other Liabilities ($m)

Total net Australian and overseas assets ($m)

Jun-12

421,836

6,708

3,664

411,464

Sep-12

438,382

6,972

3,807

427,603

Dec-12

455,791

7,248

3,959

444,584

Mar-13

476,159

7,572

4,135

464,451

Jun-13

478,940

9,832

3,977

465,132

Sep-13

502,808

10,322

4,175

488,312

Dec-13

517,490

10,623

4,297

502,570

Mar-14

528,000

10,839

4,384

512,778

Jun-14

538,355

13,831

4,760

519,764

Sep-14

540,747

13,893

4,781

522,074

Dec-14

553,269

14,215

4,891

534,163

Mar-15

582,636

14,969

5,151

562,516

Jun-15

593,568

18,118

5,475

569,975

Sep-15

583,735

17,818

5,384

560,533

Dec-15

601,328

18,355

5,547

577,426

Mar-16

598,072

18,256

5,517

574,300

Jun-16

617,292

18,842

5,694

592,756

Sep-16

636,822

19,438

5,874

611,509

Dec-16

659,447

20,129

6,083

633,236

Mar-17

674,742

20,596

6,224

647,922

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