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Population and asset allocation tables

Last updated 1 May 2019

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 that occur 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 2018 extrapolated from 2016–17 data.

The data was extracted on 08 April 2019.

Population table – annual data

Date

Establishments

Wind-ups

Net establishments

Total number of SMSFs

Total members of SMSFs

Jun 2014

33,358

12,654

20,704

521,467

987,452

Jun 2015

33,782

13,032

20,750

542,217

1,026,496

Jun 2016

32,861

12,350

20,511

562,728

1,060,270

Jun 2017

30,517

13,470

17,047

579,775

1,092,723

Jun 2018

25,457

20,430

5,027

584,802

1,102,730

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 were wound up in each quarter since the June 2014 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. It is anticipated that the number of June 2018 quarter establishments and particularly wind-ups will increase as more notifications are received.

In addition, recent quarter estimates of the total members of SMSFs are extrapolated from 2016–17 return form data.

Generally the ATO receives wind-up notifications as at the end of the financial year so the June quarters have significantly larger wind-ups than other quarters. However, a large number of wind-ups occurred in the September 2017 quarter due to the ATO’s cancellation of ABNs for around 9,000 SMSFs.

The data was extracted on 08 April 2019.

Population table – quarterly data

Date

Establishments

Wind-ups

Net establishments

Total number of SMSFs

Total members of SMSFs

Jun 2014

8,516

8,836

-320

521,467

987,452

Sep 2014

9,397

1,196

8,201

529,668

1,005,336

Dec 2014

7,899

1,160

6,739

536,407

1,017,271

Mar 2015

7,890

1,371

6,519

542,926

1,028,789

Jun 2015

8,596

9,305

-709

542,217

1,026,496

Sep 2015

9,615

964

8,651

550,868

1,040,179

Dec 2015

7,087

976

6,111

556,979

1,051,020

Mar 2016

7,584

1,199

6,385

563,364

1,062,329

Jun 2016

8,575

9,211

-636

562,728

1,060,270

Sep 2016

7,958

747

7,211

569,939

1,076,389

Dec 2016

6,764

1,039

5,725

575,664

1,086,533

Mar 2017

7,391

1,323

6,068

581,732

1,097,262

Jun 2017

8,404

10,361

-1,957

579,775

1,092,723

Sep 2017

7,357

9,152

-1,795

577,980

1,091,647

Dec 2017

6,235

1,150

5,085

583,065

1,100,634

Mar 2018

5,939

1,508

4,431

587,496

1,108,414

Jun 2018

5,926

8,620

-2,694

584,802

1,102,730

Sep 2018

6,166

498

5,668

590,470

1,115,372

Dec 2018

4,762

578

4,184

594,654

1,122,803

Mar 2019

3,964

189

3,775

598,429

1,129,542

Asset allocation tables

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 2014 through to June 2017 are estimates based on return form data for those financial years. 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. Estimates for September 2017 and subsequent quarters are extrapolated from 2016–17 return form data.

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.

These are estimates of asset allocations for the total SMSF population. The data was extracted on 08 April 2019.

Asset allocation tables ($ million)

Date

Listed trusts

Unlisted trusts

Insurance policy

Other managed investments

Cash and term deposits

Debt securities

Loans

Jun 2014

$20,070

$48,574

$166

$24,554

$143,850

$6,186

$3,791

Sep 2014

$20,201

$48,892

$167

$24,903

$144,661

$6,221

$3,798

Dec 2014

$20,824

$50,399

$170

$25,853

$145,686

$6,265

$3,799

Mar 2015

$22,217

$53,770

$179

$27,521

$147,012

$6,322

$3,810

Jun 2015

$24,016

$55,865

$154

$28,723

$146,654

$7,456

$4,103

Sep 2015

$23,523

$54,719

$150

$28,883

$147,236

$7,486

$4,105

Dec 2015

$24,386

$56,727

$152

$29,750

$147,976

$7,523

$4,108

Mar 2016

$24,173

$56,230

$149

$29,461

$148,842

$7,567

$4,097

Jun 2016

$27,200

$63,493

$141

$30,010

$149,703

$8,968

$4,545

Sep 2016

$28,141

$65,689

$108

$33,393

$149,830

$8,975

$4,555

Dec 2016

$29,542

$68,958

$107

$34,985

$150,240

$9,000

$4,564

Mar 2017

$30,749

$71,776

$108

$35,864

$151,030

$9,047

$4,582

Jun 2017

$29,910

$77,103

$165

$32,006

$167,327

$10,846

$4,886

Sep 2017

$30,024

$77,398

$164

$32,633

$167,527

$10,859

$4,892

Dec 2017

$31,409

$80,968

$166

$33,694

$167,930

$10,885

$4,907

Mar 2018

$30,857

$79,544

$164

$33,964

$168,662

$10,933

$4,922

Jun 2018

$32,330

$83,341

$166

$35,192

$169,995

$11,019

$4,950

Sep 2018

$32,391

$83,498

$166

$36,056

$170,150

$11,029

$4,949

Dec 2018

$30,763

$79,301

$157

$34,778

$170,451

$11,049

$4,957

Mar 2019

$32,556

$83,923

$157

$34,686

$170,938

$11,080

$4,944

Asset allocation tables ($ million) continued 

Date

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 2014

$163,444

$5,588

$15,534

$60,304

$20,000

$442

$14,420

Sep 2014

$161,982

$5,598

$15,877

$61,633

$20,441

$443

$14,445

Dec 2014

$166,791

$5,601

$16,384

$63,603

$21,094

$443

$14,452

Mar 2015

$184,158

$5,616

$16,870

$65,490

$21,720

$444

$14,492

Jun 2015

$172,886

$6,334

$21,425

$64,345

$23,448

$418

$16,884

Sep 2015

$160,773

$6,336

$22,047

$66,215

$24,130

$418

$16,890

Dec 2015

$170,709

$6,341

$22,302

$66,980

$24,409

$418

$16,902

Mar 2016

$165,892

$6,324

$22,541

$67,697

$24,670

$417

$16,858

Jun- 2016

$172,569

$7,029

$27,033

$67,307

$29,078

$349

$17,725

Sep 2016

$180,557

$7,045

$27,651

$68,847

$29,743

$349

$17,764

Dec 2016

$189,306

$7,060

$29,064

$72,365

$31,263

$350

$17,801

Mar 2017

$198,283

$7,087

$30,061

$74,848

$32,335

$351

$17,869

Jun 2017

$191,945

$8,018

$41,351

$68,274

$35,349

$367

$19,742

Sep 2017

$192,280

$8,029

$41,595

$68,677

$35,558

$367

$19,767

Dec 2017

$206,323

$8,052

$42,395

$69,998

$36,242

$368

$19,825

Mar 2018

$198,070

$8,077

$42,600

$70,336

$36,417

$370

$19,886

Jun 2018

$215,303

$8,124

$42,960

$70,931

$36,725

$372

$20,002

Sep 2018

$217,583

$8,122

$42,667

$70,447

$36,475

$372

$19,996

Dec 2018

$198,852

$8,134

$42,051

$69,430

$35,948

$372

$20,027

Mar 2019

$219,973

$8,113

$42,486

$70,149

$36,320

$371

$19,974

Asset allocation tables ($ million) continued

Date

Overseas shares ($m)

Overseas non-residential real property ($m)

Overseas residential real property ($m)

Overseas managed investments ($m)

Other overseas assets ($m)

Jun 2014

$1,837

$114

$241

$484

$2,228

Sep 2014

$1,820

$113

$239

$480

$2,208

Dec 2014

$1,874

$117

$246

$494

$2,274

Mar 2015

$2,070

$129

$272

$545

$2,511

Jun 2015

$3,458

$116

$274

$701

$2,659

Sep 2015

$3,216

$107

$255

$652

$2,472

Dec 2015

$3,415

$114

$271

$692

$2,625

Mar 2016

$3,318

$111

$263

$672

$2,551

Jun 2016

$4,005

$126

$287

$715

$2,502

Sep 2016

$4,191

$132

$300

$748

$2,618

Dec 2016

$4,394

$138

$314

$784

$2,745

Mar 2017

$4,602

$145

$329

$822

$2,875

Jun 2017

$5,868

$142

$302

$826

$2,428

Sep 2017

$5,879

$143

$303

$828

$2,432

Dec 2017

$6,308

$153

$325

$888

$2,609

Mar 2018

$6,056

$147

$312

$853

$2,505

Jun 2018

$6,583

$160

$339

$927

$2,723

Sep 2018

$6,652

$161

$342

$936

$2,752

Dec 2018

$6,080

$148

$313

$856

$2,515

Mar 2019

$6,725

$163

$346

$947

$2,782

Asset allocation tables ($ million) continued

 Date

Total Australian and overseas assets ($m)

Borrowings ($m)

Other Liabilities ($m)

Total net Australian and overseas assets ($m)

Jun 2014

$531,829

$13,774

$4,762

$513,293

Sep 2014

$534,123

$13,833

$4,783

$515,507

Dec 2014

$546,368

$14,151

$4,892

$527,325

Mar 2015

$575,147

$14,896

$5,150

$555,101

Jun 2015

$579,917

$18,198

$5,537

$556,182

Sep 2015

$569,613

$17,875

$5,439

$546,299

Dec 2015

$585,799

$18,383

$5,594

$561,822

Mar 2016

$581,835

$18,258

$5,556

$558,021

Jun 2016

$612,783

$21,207

$5,591

$585,985

Sep 2016

$630,635

$21,825

$5,753

$603,057

Dec 2016

$652,980

$22,598

$5,957

$624,425

Mar 2017

$672,763

$23,283

$6,138

$643,342

Jun 2017

$696,856

$23,313

$5,877

$667,666

Sep 2017

$699,354

$23,396

$5,898

$670,060

Dec 2017

$723,446

$24,202

$6,101

$693,143

Mar 2018

$714,672

$23,909

$6,027

$684,736

Jun 2018

$742,142

$24,828

$6,259

$711,055

Sep 2018

$744,744

$24,915

$6,281

$713,548

Dec 2018

$716,181

$23,959

$6,040

$686,182

Mar 2019

$746,634

$24,978

$6,297

$715,359

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