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  • Statistics explanatory 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.

    Rounding of figures may cause minor discrepancies to totals, for example some proportions are rounded to zero but are not equal to zero.

    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 March 2017 quarter report, the data tables can be accessed in XLS format. Access the data tables for September 2017 in XLS format – see Appendix 1 (XLXS, 223KB)This link will download a file.

    From the June 2017 report, the 2015–16 annual return data has been incorporated into our estimation model – as a result, the estimates are a more accurate reflection of SMSF asset holdings.

    On 20 December 2016, we released Self-managed superannuation funds: A statistical overview 2014–15. Because the overview is based on historical data, it will differ from the more recent data in this quarterly SMSF statistical report.

    See also:

    Historical data

    To view historical data refer to:

    Note: A number of tables no longer report historical data from before 2013. However, statistics from before 2013 may be included in the above reports.

    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.

    On this page:

    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 2017 extrapolated from 2015–16 data.

    The data was extracted on 12 October 2017.

    Population table – annual data

    Date

    Establishments

    Windups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun 2013

    39,618

    11,080

    28,538

    501,664

    949,200

    Jun 2014

    33,822

    12,242

    21,580

    523,244

    990,781

    Jun 2015

    34,425

    12,258

    22,167

    545,411

    1,032,494

    Jun 2016

    33,208

    11,100

    22,108

    567,519

    1,069,290

    Jun 2017

    30,540

    6,078

    24,462

    591,981

    1,115,790

    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 2013 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 2015–16 return form data.

    The data was extracted on 12 October 2017.

    Population table – quarterly data

    Date

    Establishments

    Wind-ups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun 2013

    9,560

    7,264

    2,296

    501,664

    949,200

    Sep 2013

    9,341

    1,685

    7,656

    509,320

    966,774

    Dec 2013

    7,962

    829

    7,133

    516,453

    979,530

    Mar 2014

    7,890

    1,097

    6,793

    523,246

    991,648

    Jun 2014

    8,629

    8,631

    -2

    523,244

    990,781

    Sep 2014

    9,562

    1,127

    8,435

    531,679

    1,009,138

    Dec 2014

    8,043

    1,005

    7,038

    538,717

    1,021,626

    Mar 2015

    8,060

    1,187

    6,873

    545,590

    1,033,798

    Jun 2015

    8,760

    8,939

    -179

    545,411

    1,032,494

    Sep 2015

    9,708

    665

    9,043

    554,454

    1,046,947

    Dec 2015

    7,179

    818

    6,361

    560,815

    1,058,252

    Mar 2016

    7,677

    1,045

    6,632

    567,447

    1,070,018

    Jun 2016

    8,644

    8,572

    72

    567,519

    1,069,290

    Sep 2016

    8,003

    410

    7,593

    575,112

    1,086,161

    Dec 2016

    6,778

    644

    6,134

    581,246

    1,097,077

    Mar 2017

    7,390

    839

    6,551

    587,797

    1,108,719

    Jun 2017

    8,369

    4,185

    4,184

    591,981

    1,115,790

    Sep 2017

    6,708

    69

    6,639

    598,620

    1,130,721

    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 2013 through to June 2016 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 June 2017 and other 2016–17 quarters are extrapolated from 2015–16 return form data. Due to superannuation new measures introduced from 1 July 2017, there may be differences in the level of contributions and benefit payments made in the 2017 financial year as compared to 2015–16 data. It is likely that significant revisions will be made to the estimated assets for these quarters when 2017 return data is incorporated into our statistics in June 2018.

    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 12 October 2017.

    Asset allocation tables ($m)

    Date

    Listed trusts ($m)

    Unlisted trusts ($m)

    Insurance policy ($m)

    Other managed investments ($m)

    Cash and term deposits ($m)

    Debt securities ($m)

    Loans ($m)

    Jun 2013

    $16,757

    $42,605

    $183

    $21,220

    $142,657

    $4,658

    $3,518

    Sep 2013

    $17,865

    $45,424

    $190

    $22,731

    $143,706

    $4,692

    $3,547

    Dec 2013

    $18,609

    $47,315

    $195

    $23,767

    $144,934

    $4,732

    $3,567

    Mar 2014

    $19,066

    $48,477

    $197

    $24,817

    $146,476

    $4,782

    $3,590

    Jun 2014

    $20,281

    $48,932

    $166

    $24,833

    $145,148

    $6,262

    $3,748

    Sep 2014

    $20,414

    $49,253

    $167

    $25,236

    $145,968

    $6,297

    $3,755

    Dec 2014

    $21,044

    $50,774

    $171

    $26,250

    $147,011

    $6,342

    $3,757

    Mar 2015

    $22,455

    $54,177

    $180

    $28,003

    $148,368

    $6,401

    $3,768

    Jun 2015

    $24,501

    $56,600

    $155

    $29,284

    $148,957

    $7,616

    $4,055

    Sep 2015

    $23,995

    $55,432

    $152

    $29,501

    $149,525

    $7,645

    $4,056

    Dec 2015

    $24,872

    $57,458

    $154

    $30,443

    $150,259

    $7,683

    $4,058

    Mar 2016

    $24,653

    $56,952

    $151

    $30,206

    $151,133

    $7,727

    $4,048

    Jun 2016

    $28,564

    $65,005

    $144

    $31,470

    $155,027

    $9,496

    $4,422

    Sep 2016

    $29,568

    $67,291

    $110

    $35,088

    $155,249

    $9,510

    $4,434

    Dec 2016

    $31,044

    $70,650

    $110

    $36,008

    $155,695

    $9,537

    $4,444

    Mar 2017

    $32,296

    $73,499

    $110

    $36,896

    $156,430

    $9,582

    $4,459

    Jun 2017

    $32,658

    $74,321

    $112

    $37,854

    $157,793

    $9,666

    $4,480

    Sep 2017

    $32,834

    $74,724

    $111

    $37,684

    $158,071

    $9,683

    $4,459

    Asset allocation tables ($m) 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 2013

    $140,136

    $5,287

    $8,866

    $56,891

    $17,317

    $494

    $12,838

    Sep 2013

    $153,920

    $5,329

    $9,167

    $58,823

    $17,905

    $498

    $12,941

    Dec 2013

    $158,905

    $5,361

    $9,633

    $61,815

    $18,816

    $501

    $13,017

    Mar 2014

    $162,308

    $5,394

    $9,901

    $63,529

    $19,337

    $504

    $13,098

    Jun 2014

    $165,135

    $5,619

    $15,619

    $60,767

    $20,061

    $440

    $14,459

    Sep 2014

    $163,660

    $5,629

    $15,964

    $62,108

    $20,503

    $441

    $14,484

    Dec 2014

    $168,528

    $5,632

    $16,475

    $64,096

    $21,160

    $441

    $14,492

    Mar 2015

    $186,097

    $5,648

    $16,966

    $66,005

    $21,790

    $443

    $14,533

    Jun 2015

    $176,298

    $6,377

    $21,543

    $65,138

    $23,540

    $412

    $16,962

    Sep 2015

    $163,920

    $6,378

    $22,165

    $67,021

    $24,221

    $413

    $16,966

    Dec 2015

    $174,031

    $6,382

    $22,419

    $67,788

    $24,498

    $413

    $16,976

    Mar 2016

    $169,113

    $6,365

    $22,658

    $68,510

    $24,759

    $412

    $16,931

    Jun- 2016

    $181,389

    $6,995

    $26,461

    $68,139

    $29,100

    $328

    $17,823

    Sep 2016

    $189,891

    $7,014

    $27,082

    $69,738

    $29,783

    $329

    $17,873

    Dec 2016

    $199,119

    $7,030

    $28,469

    $73,310

    $31,309

    $329

    $17,913

    Mar 2017

    $208,453

    $7,053

    $29,431

    $75,786

    $32,366

    $330

    $17,972

    Jun 2017

    $205,755

    $7,086

    $30,470

    $78,463

    $33,510

    $332

    $18,055

    Sep 2017

    $206,231

    $7,054

    $30,730

    $79,131

    $33,795

    $330

    $17,974

    Asset allocation tables ($m) 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 2013

    $1,959

    $106

    $212

    $390

    $1,952

    Sep 2013

    $2,151

    $117

    $233

    $428

    $2,144

    Dec 2013

    $2,221

    $121

    $241

    $442

    $2,214

    Mar 2014

    $2,268

    $123

    $246

    $452

    $2,261

    Jun 2014

    $1,847

    $114

    $238

    $488

    $2,247

    Sep 2014

    $1,830

    $113

    $236

    $484

    $2,227

    Dec 2014

    $1,885

    $116

    $243

    $499

    $2,293

    Mar 2015

    $2,081

    $128

    $268

    $550

    $2,532

    Jun 2015

    $3,496

    $117

    $260

    $708

    $2,697

    Sep 2015

    $3,251

    $108

    $242

    $658

    $2,508

    Dec 2015

    $3,451

    $115

    $257

    $699

    $2,663

    Mar 2016

    $3,354

    $112

    $250

    $679

    $2,587

    Jun 2016

    $4,035

    $125

    $257

    $737

    $2,580

    Sep 2016

    $4,224

    $131

    $269

    $772

    $2,701

    Dec 2016

    $4,430

    $137

    $282

    $810

    $2,832

    Mar 2017

    $4,637

    $144

    $295

    $848

    $2,965

    Jun 2017

    $4,577

    $142

    $291

    $837

    $2,926

    Sep 2017

    $4,588

    $142

    $292

    $838

    $2,933

    Asset allocation tables ($m) continued

     

    Total Australian and overseas assets ($m)

    Borrowings ($m)

    Other Liabilities ($m)

    Total net Australian and overseas assets ($m)

    Jun 2013

    $478,048

    $9,823

    $3,986

    $464,239

    Sep 2013

    $501,811

    $10,312

    $4,184

    $487,315

    Dec 2013

    $516,404

    $10,611

    $4,305

    $501,488

    Mar 2014

    $526,827

    $10,826

    $4,392

    $511,609

    Jun 2014

    $536,405

    $13,836

    $4,768

    $517,801

    Sep 2014

    $538,769

    $13,897

    $4,789

    $520,083

    Dec 2014

    $551,208

    $14,218

    $4,900

    $532,090

    Mar 2015

    $580,394

    $14,971

    $5,160

    $560,263

    Jun 2015

    $588,718

    $18,251

    $5,515

    $564,952

    Sep 2015

    $578,157

    $17,923

    $5,416

    $554,818

    Dec 2015

    $594,620

    $18,434

    $5,570

    $570,616

    Mar 2016

    $590,600

    $18,309

    $5,533

    $566,758

    Jun 2016

    $632,097

    $20,587

    $5,439

    $606,071

    Sep 2016

    $651,058

    $21,205

    $5,602

    $624,251

    Dec 2016

    $673,459

    $21,934

    $5,795

    $645,730

    Mar 2017

    $693,552

    $22,589

    $5,968

    $664,995

    Jun 2017

    $699,327

    $22,777

    $6,017

    $670,533

    Sep 2017

    $701,604

    $22,851

    $6,037

    $672,716

      Last modified: 28 Nov 2017QC 53973