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Details of the population growth and asset allocation of SMSFs.

Last updated 15 December 2015

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.

To view figures from before 2011, refer to:

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 2015 extrapolated from 2013–14 data.

The data was extracted on 7 October 2015.

 

Establishments

Windups

Net establishments

Total number of SMSFs

Total members of SMSFs

Jun-11

33,219

7,210

26,009

440,165

836,729

Jun-12

41,081

7,650

33,431

473,596

899,639

Jun-13

39,611

10,676

28,935

502,531

950,848

Jun-14

33,783

10,701

23,082

525,613

995,286

Jun-15

34,071

4,682

29,389

555,002

1,051,097

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 2011 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 2013–14 return form data.

The data was extracted on 7 October 2015.

 

Establishments

Wind-ups

Net establishments

Total number of SMSFs

Total members of SMSFs

Jun-11

9,609

5,179

4,430

440,165

836,729

Sep-11

10,594

1,011

9,583

449,748

857,747

Dec-11

8,926

524

8,402

458,150

872,724

Mar-12

9,883

657

9,226

467,376

889,160

Jun-12

11,678

5,458

6,220

473,596

899,639

Sep-12

11,553

1,942

9,611

483,207

916,938

Dec-12

9,907

765

9,142

492,349

933,317

Mar-13

8,604

878

7,726

500,075

947,136

Jun-13

9,547

7,091

2,456

502,531

950,848

Sep-13

9,336

1,311

8,025

510,556

969,123

Dec-13

7,953

741

7,212

517,768

982,030

Mar-14

7,879

989

6,890

524,658

994,333

Jun-14

8,615

7,660

955

525,613

995,286

Sep-14

9,529

462

9,067

534,680

1,014,939

Dec-14

8,008

595

7,413

542,093

1,028,223

Mar-15

7,974

615

7,359

549,452

1,041,408

Jun-15

8,560

3,010

5,550

555,002

1,051,097

Sep-15

7,511

47

7,464

562,466

1,067,934

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 2011 through to June 2014 are estimates based on return form data for those financial years, with estimates for June 2015 and recent quarters extrapolated from 2013–14 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 and 2014 returns.

These estimates relate to the total SMSF population. The data was extracted on 7 October 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-11

16,496

37,155

162

19,306

113,961

2,751

2,925

Sep-11

15,551

35,028

158

18,322

116,011

2,801

2,951

Dec-11

15,839

35,676

160

18,809

118,421

2,859

2,967

Mar-12

16,798

37,835

168

20,261

121,282

2,928

2,997

Jun-12

14,442

37,723

172

18,073

135,092

3,605

3,166

Sep-12

15,135

39,534

177

19,097

136,703

3,648

3,205

Dec-12

15,935

41,623

178

19,966

138,502

3,696

3,214

Mar-13

16,797

43,876

183

21,122

140,746

3,756

3,237

Jun-13

17,007

42,809

184

21,551

144,458

4,733

3,429

Sep-13

18,135

45,649

190

23,089

145,547

4,768

3,457

Dec-13

18,894

47,559

195

24,146

146,819

4,810

3,478

Mar-14

19,363

48,739

197

25,220

148,418

4,862

3,500

Jun-14

21,210

49,470

165

25,944

150,400

6,585

3,597

Sep-14

21,344

49,784

166

26,362

151,217

6,621

3,602

Dec-14

21,997

51,306

169

27,414

152,250

6,666

3,603

Mar-15

23,462

54,724

178

29,211

153,593

6,725

3,612

Jun-15

23,511

54,839

175

28,683

155,629

6,814

3,653

Sep-15

22,584

52,676

174

28,584

156,376

6,847

3,641

 

 

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-11

124,998

4,724

1,399

47,499

14,617

713

12,401

Sep-11

110,891

4,766

1,424

47,420

14,592

719

12,513

Dec-11

113,836

4,792

1,453

47,914

14,744

723

12,581

Mar-12

124,424

4,840

1,488

49,259

15,158

730

12,707

Jun-12

117,623

5,171

2,502

53,370

16,097

548

12,130

Sep-12

127,816

5,234

2,525

53,867

16,246

555

12,279

Dec-12

136,775

5,248

2,615

55,786

16,825

556

12,311

Mar-13

148,393

5,287

2,676

57,085

17,217

560

12,402

Jun-13

142,285

5,313

8,859

57,273

17,337

477

12,810

Sep-13

156,306

5,356

9,162

59,228

17,929

481

12,915

Dec-13

161,400

5,389

9,630

62,253

18,845

484

12,993

Mar-14

164,897

5,424

9,899

63,994

19,372

487

13,077

Jun-14

173,159

5,604

15,402

61,319

19,929

403

14,357

Sep-14

171,575

5,613

15,738

62,658

20,364

403

14,379

Dec-14

176,626

5,614

16,237

64,645

21,010

403

14,382

Mar-15

194,966

5,628

16,714

66,544

21,627

404

14,418

Jun-15

183,177

5,693

17,795

70,848

23,026

409

14,584

Sep-15

166,976

5,673

17,965

71,525

23,246

407

14,534

 

 

Overseas shares ($m)

Overseas non-residential real property ($m)

Overseas residential real property ($m)

Overseas managed investments ($m)

Other overseas assets ($m)

Jun-11

1,362

85

141

313

1,693

Sep-11

1,208

75

125

278

1,502

Dec-11

1,240

77

129

285

1,542

Mar-12

1,355

84

141

312

1,685

Jun-12

1,470

94

171

299

1,619

Sep-12

1,597

102

186

325

1,759

Dec-12

1,709

109

199

348

1,883

Mar-13

1,854

118

216

377

2,042

Jun-13

1,978

108

205

396

1,968

Sep-13

2,173

119

225

435

2,161

Dec-13

2,244

122

233

449

2,232

Mar-14

2,293

125

238

459

2,280

Jun-14

1,828

111

214

504

2,295

Sep-14

1,812

110

212

499

2,274

Dec-14

1,865

113

218

514

2,341

Mar-15

2,059

125

241

567

2,584

Jun-15

1,934

117

226

533

2,428

Sep-15

1,763

107

206

486

2,213

 

 

Total Australian and overseas assets ($m)

Borrowings ($m)

Other Liabilities ($m)

Total net Australian and overseas assets ($m)

Jun-11

402,700

4,740

3,482

394,478

Sep-11

386,336

4,825

3,545

377,966

Dec-11

394,047

4,924

3,617

385,506

Mar-12

414,453

5,040

3,703

405,710

Jun-12

423,366

6,706

3,651

413,009

Sep-12

439,990

6,786

3,695

429,509

Dec-12

457,477

6,875

3,744

446,858

Mar-13

477,944

6,988

3,805

467,151

Jun-13

483,180

9,802

3,951

469,427

Sep-13

507,325

9,876

3,980

493,469

Dec-13

522,173

9,962

4,015

508,196

Mar-14

532,843

10,071

4,059

518,714

Jun-14

552,496

13,491

4,584

534,421

Sep-14

554,733

13,564

4,609

536,560

Dec-14

567,374

13,657

4,640

549,076

Mar-15

597,381

13,777

4,681

578,922

Jun-15

594,076

13,964

4,745

575,367

Sep-15

575,983

14,029

4,767

557,187

QC47587