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Self-managed super fund quarterly statistical report – September 2020

Statistical report for the self-managed super fund market for the period up to September 2020.

Last updated 8 December 2020

We publish quarterly statistical reports for the self-managed super fund (SMSF) market. This report has been developed taking into account feedback from the superannuation industry.

This report is now available on data.gov:

Self-managed super fund quarterly statistical report - September 2020External Link contains information including:

  • 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)
    • fund demographics (state break-up of SMSFs, members and assets)
    • member demographics (age, gender and income of members)
    • total asset ranges (distribution of SMSFs by the asset size of SMSFs and the assets held)
    • average and median assets (per member and per SMSF)
    • flow of funds (contributions, transfers, benefits and expenses)
  • SMSF quarterly establishment tables
    • new funds by state/territory
    • age and gender of new members
    • income range of new members

Note:

QC64345