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  • Population and asset allocation tables

    The following tables contain details of:

    • SMSF population growth
    • asset allocation of SMSFs
    • number of SMSFs established or wound up during recent financial years (quarterly and annual data)
    • 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 2015, refer to historical data.

    On this page:

    Population table – annual data

    This table contains details of the number of SMSFs that were established or wound up during each financial year.

    The establishment date is the date when an SMSF is deemed by the super law to come into existence. It 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 our compliance and cleansing activity. Where the wind-up is initiated by the trustees, the year refers to the year the fund actually winds up, rather than the date this advice was received by us.

    Net establishments are calculated as establishments less wind-ups.

    The 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 total number of members of SMSFs is estimated based on SMSF return form data. The estimates for June 2019 are extrapolated from 2017–18 data.

    The data for this table was extracted on 12 November 2019.

    Population table – annual data

    Year ended

    Establishments

    Windups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    June 2019

    20,439

    8,240

    12,199

    592,918

    1,112,438

    June 2018

    25,431

    23,328

    2,103

    580,719

    1,088,954

    June 2017

    30,437

    14,038

    16,399

    578,616

    1,090,541

    June 2016

    32,834

    12,582

    20,252

    562,217

    1,059,307

    June 2015

    33,764

    13,158

    20,606

    541,965

    1,026,019

    Population table – quarterly data

    This table is similar to the population table – annual data but breaks the data down into each quarter since the June 2015 quarter.

    Establishments and wind-ups for recent quarters may be understated because there is often a time lag between when the event occurs and when we receive notification from the SMSF. It is anticipated that the number of June 2019 quarter establishments and wind-ups will increase as more notifications are received.

    Generally, we receive notifications of wind-ups as at the end of the financial year. This means the June quarters show significantly higher numbers of wind-ups than other quarters. Other quarters that show a high number of wind-ups may be due to our activities. For example, in recent years we cancelled around 9,000 SMSF Australian business numbers which were reflected in the September 2017 quarter.

    Estimates of the total members of SMSFs for the September 2018 quarter onwards are extrapolated from 2017–18 return form data.

    The data was extracted on 12 November 2019.

    Population table – quarterly data

    Quarter

    Establishments

    Windups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    September 2019

    5,778

    114

    5,664

    598,582

    1,124,699

    June 2019

    4,952

    5,264

    −312

    592,918

    1,112,438

    March 2019

    4,498

    1,256

    3,242

    593,230

    1,113,569

    December 2018

    4,800

    1,056

    3,744

    589,988

    1,107,969

    September 2018

    6,189

    664

    5,525

    586,244

    1,101,458

    June 2018

    5,928

    11,005

    −5,077

    580,719

    1,088,954

    March 2018

    5,927

    1,686

    4,241

    585,796

    1,099,151

    December 2017

    6,232

    1,334

    4,898

    581,555

    1,091,830

    September 2017

    7,344

    9,303

    −1,959

    576,657

    1,083,307

    June 2017

    8,382

    10,696

    −2,314

    578,616

    1,090,541

    March 2017

    7,368

    1,404

    5,964

    580,930

    1,095,752

    December 2016

    6,750

    1,100

    5,650

    574,966

    1,085,217

    September 2016

    7,937

    838

    7,099

    569,316

    1,075,214

    June 2016

    8,566

    9,337

    −771

    562,217

    1,059,307

    March 2016

    7,577

    1,223

    6,354

    562,988

    1,061,621

    December 2015

    7,085

    987

    6,098

    556,634

    1,050,369

    September 2015

    9,606

    1,035

    8,571

    550,536

    1,039,552

    June 2015

    8,596

    9,371

    −775

    541,965

    1,026,019

    Asset allocation tables

    All data in these tables are estimates. The tables contain data on:

    • the amount of assets held for each type of asset listed on the SMSF annual return
    • borrowings and other liabilities
    • total and net Australian and overseas assets held.

    The estimates are based on data provided by SMSFs reporting their financial position as at 30 June of the relevant financial year.

    The figures for June 2015 through to June 2018 are based on return form data for those financial years. Each quarter, these estimates are updated as more return data becomes available.

    Figures for September 2018 and subsequent quarters are extrapolated from 2017–18 return form data.

    The 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.

    The data was extracted on 12 November 2019.

    Asset allocation table: Part 1

    Quarter

    Listed trusts
    ($m)

    Unlisted trusts
    ($m)

    Insurance policy
    ($m)

    Other managed Investments
    ($m)

    Cash and term deposits
    ($m)

    Debt securities
    ($m)

    Loans
    ($m)

    September 2019

    36,898

    87,954

    102

    38,568

    154,526

    11,153

    5,155

    June 2019

    36,568

    87,168

    103

    38,931

    155,118

    11,196

    5,204

    March 2019

    35,241

    84,005

    119

    37,487

    155,044

    11,191

    5,198

    December 2018

    33,943

    80,911

    115

    35,327

    155,386

    11,215

    5,238

    September 2018

    35,919

    85,621

    122

    37,038

    155,848

    11,249

    5,255

    June 2018

    36,016

    85,851

    123

    36,126

    156,419

    11,290

    5,281

    March 2018

    29,736

    77,171

    159

    32,749

    163,526

    10,495

    4,892

    December 2017

    30,432

    78,978

    161

    32,666

    163,680

    10,505

    4,903

    September 2017

    29,232

    75,865

    161

    31,798

    164,123

    10,533

    4,914

    June 2017

    29,270

    75,964

    162

    31,359

    164,768

    10,575

    4,933

    March 2017

    30,540

    71,452

    107

    35,624

    150,352

    8,986

    4,593

    December 2016

    29,340

    68,645

    107

    34,750

    149,561

    8,939

    4,575

    September 2016

    27,946

    65,384

    107

    33,162

    149,139

    8,914

    4,565

    June 2016

    27,009

    63,191

    140

    29,809

    148,993

    8,905

    4,554

    March 2016

    24,093

    56,140

    149

    29,359

    148,493

    7,545

    4,106

    December 2015

    24,306

    56,636

    152

    29,647

    147,630

    7,501

    4,117

    September 2015

    23,446

    54,632

    150

    28,783

    146,891

    7,464

    4,114

    June 2015

    23,937

    55,775

    153

    28,623

    146,310

    7,434

    4,112

    Asset allocation table: Part 2

    Quarter

    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)

    September 2019

    227,588

    8,502

    43,072

    64,606

    35,024

    364

    19,108

    June 2019

    224,371

    8,582

    42,913

    64,369

    34,895

    368

    19,288

    March 2019

    208,774

    8,573

    42,887

    64,330

    34,874

    367

    19,266

    December 2018

    189,594

    8,639

    43,973

    65,959

    35,757

    370

    19,416

    September 2018

    208,534

    8,667

    44,833

    67,248

    36,456

    371

    19,478

    June 2018

    207,286

    8,709

    45,349

    68,023

    36,876

    373

    19,573

    March 2018

    190,675

    7,942

    42,283

    68,520

    35,576

    372

    19,445

    December 2017

    199,723

    7,960

    42,303

    68,552

    35,592

    373

    19,488

    September 2017

    187,017

    7,977

    41,714

    67,597

    35,096

    374

    19,530

    June 2017

    187,650

    8,008

    41,681

    67,544

    35,069

    375

    19,606

    March 2017

    197,029

    7,077

    30,080

    74,574

    32,274

    355

    17,860

    December 2016

    188,103

    7,050

    29,081

    72,098

    31,203

    353

    17,792

    September 2016

    179,394

    7,035

    27,665

    68,588

    29,684

    353

    17,753

    June 2016

    171,437

    7,019

    27,043

    67,045

    29,016

    352

    17,711

    March 2016

    165,353

    6,318

    22,528

    67,555

    24,657

    418

    16,849

    December 2015

    170,155

    6,334

    22,289

    66,840

    24,396

    419

    16,894

    September 2015

    160,252

    6,330

    22,035

    66,076

    24,118

    419

    16,881

    June 2015

    172,325

    6,327

    21,412

    64,210

    23,436

    419

    16,875

    Asset allocation table: Part 3

    Quarter

    Overseas shares
    ($m)

    Overseas non-residential real property
    ($m)

    Overseas residential real property
    ($m)

    Overseas managed investments
    ($m)

    Other overseas assets
    ($m)

    September 2019

    8,876

    137

    339

    1,180

    3,011

    June 2019

    8,751

    135

    335

    1,164

    2,968

    March 2019

    8,142

    125

    311

    1,083

    2,762

    December 2018

    7,394

    114

    283

    983

    2,508

    September 2018

    8,133

    125

    311

    1,081

    2,759

    June 2018

    8,084

    125

    309

    1,075

    2,742

    March 2018

    5,887

    145

    319

    829

    2,444

    December 2017

    6,166

    152

    334

    868

    2,560

    September 2017

    5,774

    143

    313

    813

    2,397

    June 2017

    5,793

    143

    314

    816

    2,405

    March 2017

    4,576

    145

    331

    817

    2,868

    December 2016

    4,368

    139

    316

    780

    2,738

    September 2016

    4,166

    132

    301

    743

    2,611

    June 2016

    3,981

    127

    288

    711

    2,495

    March 2016

    3,311

    111

    264

    671

    2,546

    December 2015

    3,407

    114

    272

    690

    2,620

    September 2015

    3,209

    108

    256

    650

    2,467

    June 2015

    3,450

    116

    276

    699

    2,653

    Asset allocation table: Part 4

    Quarter

    Total Australian and overseas assets
    ($m)

    Borrowings
    ($m)

    Other liabilities
    ($m)

    Total net Australian and overseas assets
    ($m)

    September 2019

    746,164

    24,481

    6,332

    715,351

    June 2019

    742,425

    24,358

    6,300

    711,767

    March 2019

    719,780

    23,615

    6,108

    690,057

    December 2018

    697,127

    22,872

    5,916

    668,339

    September 2018

    729,050

    23,920

    6,187

    698,943

    June 2018

    729,629

    23,939

    6,192

    699,498

    March 2018

    693,163

    23,844

    6,008

    663,311

    December 2017

    705,397

    24,265

    6,114

    675,018

    September 2017

    685,371

    23,576

    5,940

    655,855

    June 2017

    686,434

    23,612

    5,950

    656,872

    March 2017

    669,639

    23,302

    6,153

    640,184

    December 2016

    649,937

    22,617

    5,972

    621,348

    September 2016

    627,642

    21,841

    5,767

    600,034

    June 2016

    609,825

    21,221

    5,604

    583,000

    March 2016

    580,466

    18,247

    5,564

    556,655

    December 2015

    584,420

    18,372

    5,602

    560,446

    September 2015

    568,279

    17,864

    5,447

    544,968

    June 2015

    578,544

    18,187

    5,546

    554,811

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      Last modified: 18 Dec 2019QC 61023