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Self–managed super fund quarterly statistical report – September 2014

A statistical report for the self-managed super fund market for the period up to September 2014.

Last updated 24 November 2014

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 31 December 2014 and should be available in February 2015. The remainder of the tables are updated annually when the June quarter updates are published.

Next step:

  • Email us at SPR_smsfstats@ato.gov.au – if you would like to provide comments, or you have questions about this report. 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 17 December 2013, we released Self–managed superannuation funds – A statistical overview 2011–12. Because the overview is based on historical data, it will differ from the more recent data in the September 2014 quarter SMSF statistical report. The statistical overview incorporating 2012–13 data is expected to be released in December 2014.

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, minus 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 7 October 2014.

SMSF population table – annual data

 

Establishments

Windups

Net establishments

Total number of SMSFs

Total members of SMSFs

Jun–10

29,936

15,112

14,824

414,099

787,337

Jun–11

33,211

7,111

26,100

440,199

836,795

Jun–12

41,061

7,408

33,653

473,852

900,130

Jun–13

39,581

10,052

29,529

503,381

952,466

Jun–14

33,340

5,662

27,678

531,059

1,005,678

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 7 October 2014.

Population table – quarterly data

 

Establishments

Wind–ups

Net establishments

Total number of SMSFs

Total members of SMSFs

Jun–10

8,659

12,253

–3,594

414,099

787,337

Sep–10

8,521

664

7,857

421,956

804,913

Dec–10

7,618

632

6,986

428,942

817,343

Mar–11

7,465

690

6,775

435,717

829,387

Jun–11

9,607

5,125

4,482

440,199

836,795

Sep–11

10,588

947

9,641

449,840

857,924

Dec–11

8,923

512

8,411

458,251

872,918

Mar–12

9,877

640

9,237

467,488

889,376

Jun–12

11,673

5,309

6,364

473,852

900,130

Sep–12

11,543

1,751

9,792

483,644

917,769

Dec–12

9,904

714

9,190

492,834

934,240

Mar–13

8,597

853

7,744

500,578

948,094

Jun–13

9,537

6,734

2,803

503,381

952,466

Sep–13

9,307

921

8,386

511,767

971,427

Dec–13

7,923

488

7,435

519,202

984,761

Mar–14

7,653

677

6,976

526,178

997,250

Jun–14

8,457

3,576

4,881

531,059

1,005,678

Sep–14

8,489

173

8,316

539,375

1,023,964

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 7 October 2014.

Asset allocation tables ($m)

 

Listed trusts

Unlisted trusts

Insurance policy

Other managed investments

Cash and term deposits

Debt securities

Loans

Jun–10

17,259

34,243

178

17,651

96,140

2,198

2,552

Sep–10

18,043

35,799

184

18,769

97,713

2,234

2,584

Dec–10

18,732

37,167

187

19,554

99,853

2,283

2,612

Mar–11

19,256

38,207

189

20,293

102,318

2,340

2,675

Jun–11

16,577

37,221

161

19,400

114,407

2,766

2,898

Sep–11

15,639

35,115

157

18,427

116,544

2,818

2,926

Dec–11

15,939

35,790

159

18,930

119,049

2,878

2,944

Mar–12

16,916

37,982

167

20,406

122,010

2,950

2,976

Jun–12

14,585

37,893

174

18,209

136,169

3,641

3,112

Sep–12

15,298

39,744

180

19,258

137,912

3,688

3,153

Dec–12

16,120

41,879

181

20,151

139,844

3,740

3,164

Mar–13

17,006

44,181

186

21,335

142,229

3,803

3,190

Jun–13

17,503

42,890

184

22,014

147,970

4,816

3,310

Sep–13

18,704

45,832

191

23,631

149,419

4,863

3,344

Dec–13

19,525

47,844

196

24,781

151,033

4,916

3,372

Mar–14

20,054

49,141

199

26,284

152,957

4,978

3,400

Jun–14

20,608

50,498

205

26,667

155,545

5,062

3,441

Sep–14

20,654

50,611

204

26,633

156,685

5,100

3,436

Asset allocation tables ($m)

 

Listed shares

Unlisted shares

Limited recourse borrowing arrangements

Non–residential real property

Residential real property

Collectables and personal use assets

Other assets

Jun–10

111,038

4,329

755

41,097

13,121

618

11,114

Sep–10

120,515

4,382

767

41,324

13,194

626

11,250

Dec–10

126,627

4,430

784

42,387

13,533

633

11,375

Mar–11

131,937

4,537

803

42,980

13,722

648

11,649

Jun–11

125,593

4,730

1,403

47,593

14,633

712

12,392

Sep–11

111,505

4,776

1,429

47,547

14,618

719

12,512

Dec–11

114,547

4,805

1,460

48,077

14,781

723

12,589

Mar–12

125,282

4,857

1,496

49,460

15,207

731

12,724

Jun–12

118,737

5,176

2,478

53,544

16,103

543

12,105

Sep–12

129,129

5,244

2,510

54,089

16,267

550

12,264

Dec–12

138,291

5,263

2,545

56,061

16,860

552

12,306

Mar–13

150,155

5,306

2,589

57,414

17,267

557

12,408

Jun–13

147,024

5,676

8,693

57,321

17,246

465

12,636

Sep–13

161,844

5,736

8,778

59,407

17,873

470

12,768

Dec–13

167,452

5,782

8,873

62,564

18,823

473

12,872

Mar–14

171,390

5,830

8,986

64,485

19,401

477

12,979

Jun–14

174,231

5,901

9,138

66,979

20,151

483

13,136

Sep–14

172,968

5,893

9,205

67,763

20,387

482

13,119

Asset allocation tables ($m)

 

Overseas shares

Overseas non–residential real property

Overseas residential real property

Overseas managed investments

Other overseas assets

Jun–10

1,054

87

123

310

1,490

Sep–10

1,144

94

134

337

1,617

Dec–10

1,202

99

141

354

1,699

Mar–11

1,252

103

147

369

1,770

Jun–11

1,366

84

140

315

1,700

Sep–11

1,213

75

124

280

1,509

Dec–11

1,246

77

128

288

1,551

Mar–12

1,363

84

140

314

1,696

Jun–12

1,474

94

168

301

1,619

Sep–12

1,603

102

182

327

1,761

Dec–12

1,717

109

195

351

1,886

Mar–13

1,864

118

212

381

2,048

Jun–13

1,983

100

190

397

1,989

Sep–13

2,183

110

209

437

2,190

Dec–13

2,258

114

217

452

2,266

Mar–14

2,311

117

222

463

2,319

Jun–14

2,350

119

225

470

2,357

Sep–14

2,333

118

224

467

2,340

Asset allocation tables ($m)

 

Total Australian and overseas assets ($m)

Borrowings

Other Liabilities

Total net Australian and overseas assets ($m)

Jun–10

355,356

2,925

3,219

349,212

Sep–10

370,709

2,973

3,272

364,465

Dec–10

383,651

3,038

3,344

377,268

Mar–11

395,197

3,115

3,428

388,654

Jun–11

404,092

4,733

3,474

395,884

Sep–11

387,935

4,822

3,539

379,574

Dec–11

395,961

4,924

3,614

387,424

Mar–12

416,760

5,043

3,702

408,015

Jun–12

426,126

6,668

3,641

415,817

Sep–12

443,261

6,754

3,687

432,820

Dec–12

461,214

6,848

3,739

450,626

Mar–13

482,247

6,967

3,804

471,477

Jun–13

492,407

9,571

3,884

478,952

Sep–13

517,989

9,665

3,922

504,403

Dec–13

533,813

9,770

3,964

520,079

Mar–14

545,993

9,896

4,015

532,082

Jun–14

557,566

10,069

4,085

543,412

Sep–14

558,621

10,141

4,115

544,365

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 – 2011

 

$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%

Derivatives and instalment warrants

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%

Artwork, collectibles, metal or jewels

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%

Derivatives and instalment warrants

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%

Artwork, collectibles, metal or jewels

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

 

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

 

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

 

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.

 

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

Transfers

Benefit payments

Admin & investment expenses

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

September 2014 quarter establishment tables

The following tables relate to funds established between 1 July 2014 and 30 September 2014. 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.

2014 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 September 2014 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 7 October 2014 based on ABR data as at that date.

 

ACT

NSW

NT

QLD

SA

TAS

VIC

WA

Number of funds

1.2%

34.4%

0.1%

17.6%

4.8%

1.2%

33.4%

7.3%

2014 quarterly establishments demographic table – age ranges

This table contains an age distribution of individual members of SMSFs established during the September 2014 quarter.

The data behind this table was extracted on 7 October 2014 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

1.4%

1.3%

1.3%

25–34

10.2%

12.9%

11.5%

35–44

29.9%

31.2%

30.5%

45–54

31.8%

32.1%

31.9%

55–64

21.5%

19.1%

20.4%

>64

5.2%

3.5%

4.4%

Unknown

..

..

..

Total

100.0%

100.0%

100.0%

All ages

53.2%

46.8%

100.0%

2014 quarterly establishments demographic table – income ranges

This table contains an approximate distribution of the taxable income of the members of SMSFs established during the September 2014 quarter. The data was extracted on 7 October 2014 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

5.9%

17.1%

11.1%

>$20,000–$40,000

9.9%

20.3%

14.8%

>$40,000–$60,000

12.9%

18.5%

15.5%

>$60,000–$80,000

15.4%

14.4%

15.0%

>$80,000–$100,000

13.3%

9.2%

11.4%

>$100,000–$150,000

18.1%

8.5%

13.6%

>$150,000–$200,000

9.7%

3.9%

7.0%

>$200,000–$500,000

10.4%

3.1%

7.0%

>$500,000

2.4%

0.5%

1.5%

Unknown

2.1%

4.5%

3.2%

Total

100.0%

100.0%

100.0%

QC43224