• 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.

    The links to the tables are below:

    To view figures from before 2010 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 8 July 2015.

     

    Establishments

    Windups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun-10

    29,944

    15,124

    14,820

    414,168

    787,468

    Jun-11

    33,219

    7,182

    26,037

    440,205

    836,805

    Jun-12

    41,080

    7,616

    33,464

    473,669

    899,778

    Jun-13

    39,609

    10,569

    29,040

    502,709

    951,186

    Jun-14

    33,762

    10,196

    23,566

    526,275

    991,621

    Jun-15

    32,073

    1,350

    30,723

    556,998

    1,049,840

    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 2013–14 return form data.

    The data was extracted on 8 July 2015.

     

    Establishments

    Wind-ups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun-10

    8,663

    12,250

    -3,587

    414,168

    787,468

    Sep-10

    8,527

    687

    7,840

    422,008

    805,012

    Dec-10

    7,619

    638

    6,981

    428,989

    817,431

    Mar-11

    7,464

    693

    6,771

    435,760

    829,468

    Jun-11

    9,609

    5,164

    4,445

    440,205

    836,805

    Sep-11

    10,593

    994

    9,599

    449,804

    857,854

    Dec-11

    8,928

    525

    8,403

    458,207

    872,833

    Mar-12

    9,881

    654

    9,227

    467,434

    889,271

    Jun-12

    11,678

    5,443

    6,235

    473,669

    899,778

    Sep-12

    11,553

    1,905

    9,648

    483,317

    917,147

    Dec-12

    9,906

    756

    9,150

    492,467

    933,541

    Mar-13

    8,603

    876

    7,727

    500,194

    947,362

    Jun-13

    9,547

    7,032

    2,515

    502,709

    951,186

    Sep-13

    9,331

    1,225

    8,106

    510,815

    964,601

    Dec-13

    7,952

    714

    7,238

    518,053

    977,565

    Mar-14

    7,875

    961

    6,914

    524,967

    989,923

    Jun-14

    8,604

    7,296

    1,308

    526,275

    991,621

    Sep-14

    9,512

    381

    9,131

    535,406

    1,011,061

    Dec-14

    7,985

    410

    7,575

    542,981

    1,024,659

    Mar-15

    7,876

    276

    7,600

    550,581

    1,038,315

    Jun-15

    6,700

    283

    6,417

    556,998

    1,049,840

    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 2010 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 8 July 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-10

    17,227

    34,241

    178

    17,615

    96,029

    2,194

    2,567

    Sep-10

    18,003

    35,784

    184

    18,725

    97,563

    2,229

    2,597

    Dec-10

    18,684

    37,139

    187

    19,501

    99,664

    2,277

    2,625

    Mar-11

    19,201

    38,165

    189

    20,232

    102,093

    2,332

    2,688

    Jun-11

    16,511

    37,169

    162

    19,326

    114,056

    2,754

    2,921

    Sep-11

    15,570

    35,050

    158

    18,348

    116,134

    2,804

    2,948

    Dec-11

    15,862

    35,707

    160

    18,840

    118,577

    2,863

    2,965

    Mar-12

    16,827

    37,879

    168

    20,301

    121,477

    2,933

    2,995

    Jun-12

    14,465

    37,753

    172

    18,098

    135,281

    3,611

    3,159

    Sep-12

    15,162

    39,571

    177

    19,127

    136,918

    3,655

    3,198

    Dec-12

    15,966

    41,670

    179

    20,000

    138,746

    3,704

    3,207

    Mar-13

    16,834

    43,934

    183

    21,162

    141,024

    3,764

    3,231

    Jun-13

    17,067

    42,846

    185

    21,638

    144,920

    4,753

    3,414

    Sep-13

    18,200

    45,692

    191

    23,186

    146,027

    4,789

    3,442

    Dec-13

    18,964

    47,609

    196

    24,252

    147,319

    4,832

    3,463

    Mar-14

    19,437

    48,796

    198

    25,335

    148,941

    4,885

    3,486

    Jun-14

    21,532

    48,504

    168

    26,197

    152,466

    6,716

    3,481

    Sep-14

    21,671

    48,817

    169

    26,555

    153,311

    6,753

    3,486

    Dec-14

    22,336

    50,314

    173

    27,578

    154,375

    6,800

    3,487

    Mar-15

    23,825

    53,669

    182

    29,310

    155,748

    6,860

    3,496

    Jun-15

    23,298

    52,482

    183

    29,431

    157,675

    6,945

    3,511

     

     

    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-10

    110,832

    4,330

    755

    41,070

    13,113

    618

    11,133

    Sep-10

    120,249

    4,381

    767

    41,281

    13,180

    625

    11,266

    Dec-10

    126,304

    4,428

    784

    42,328

    13,514

    632

    11,386

    Mar-11

    131,559

    4,533

    803

    42,907

    13,699

    647

    11,657

    Jun-11

    125,111

    4,725

    1,400

    47,521

    14,623

    713

    12,404

    Sep-11

    111,020

    4,768

    1,426

    47,453

    14,602

    720

    12,519

    Dec-11

    113,999

    4,795

    1,456

    47,960

    14,758

    724

    12,590

    Mar-12

    124,636

    4,845

    1,491

    49,320

    15,177

    731

    12,720

    Jun-12

    117,802

    5,173

    2,494

    53,411

    16,106

    546

    12,129

    Sep-12

    128,031

    5,237

    2,524

    53,917

    16,258

    552

    12,279

    Dec-12

    137,030

    5,252

    2,558

    55,848

    16,841

    554

    12,314

    Mar-13

    148,699

    5,292

    2,600

    57,161

    17,237

    558

    12,408

    Jun-13

    142,834

    5,315

    8,835

    57,318

    17,328

    475

    12,799

    Sep-13

    156,924

    5,359

    8,903

    59,281

    17,921

    479

    12,906

    Dec-13

    162,055

    5,392

    8,982

    62,314

    18,839

    482

    12,985

    Mar-14

    165,586

    5,428

    9,081

    64,065

    19,368

    485

    13,071

    Jun-14

    176,978

    5,492

    15,072

    60,443

    19,632

    385

    14,176

    Sep-14

    175,378

    5,501

    15,156

    61,769

    20,063

    386

    14,199

    Dec-14

    180,558

    5,503

    15,261

    63,734

    20,701

    386

    14,203

    Mar-15

    199,321

    5,517

    15,397

    65,611

    21,311

    387

    14,239

    Jun-15

    187,092

    5,539

    15,587

    66,735

    21,676

    389

    14,298

     

     

    Overseas shares ($m)

    Overseas non-residential real property ($m)

    Overseas residential real property ($m)

    Overseas managed investments ($m)

    Other overseas assets ($m)

    Jun-10

    1,054

    87

    124

    310

    1,487

    Sep-10

    1,144

    94

    134

    336

    1,614

    Dec-10

    1,201

    99

    141

    353

    1,695

    Mar-11

    1,251

    103

    147

    368

    1,765

    Jun-11

    1,363

    85

    141

    314

    1,693

    Sep-11

    1,209

    75

    125

    278

    1,503

    Dec-11

    1,242

    77

    129

    286

    1,543

    Mar-12

    1,358

    85

    141

    312

    1,687

    Jun-12

    1,470

    94

    171

    300

    1,619

    Sep-12

    1,597

    102

    185

    326

    1,759

    Dec-12

    1,709

    109

    199

    349

    1,883

    Mar-13

    1,855

    118

    215

    379

    2,043

    Jun-13

    1,984

    105

    201

    397

    1,969

    Sep-13

    2,180

    115

    221

    436

    2,163

    Dec-13

    2,251

    119

    228

    450

    2,234

    Mar-14

    2,300

    121

    233

    460

    2,282

    Jun-14

    1,718

    108

    204

    504

    2,263

    Sep-14

    1,702

    107

    202

    499

    2,242

    Dec-14

    1,753

    110

    208

    514

    2,309

    Mar-15

    1,935

    122

    229

    567

    2,549

    Jun-15

    1,816

    114

    215

    533

    2,392

     

     

    Total Australian and overseas assets ($m)

    Borrowings ($m)

    Other Liabilities ($m)

    Total net Australian and overseas assets ($m)

    Jun-10

    354,963

    2,933

    3,232

    348,798

    Sep-10

    370,155

    2,980

    3,283

    363,892

    Dec-10

    382,942

    3,045

    3,355

    376,543

    Mar-11

    394,339

    3,120

    3,438

    387,782

    Jun-11

    402,991

    4,741

    3,481

    394,769

    Sep-11

    386,709

    4,828

    3,544

    378,337

    Dec-11

    394,532

    4,928

    3,617

    385,986

    Mar-12

    415,083

    5,046

    3,704

    406,333

    Jun-12

    423,851

    6,704

    3,651

    413,496

    Sep-12

    440,579

    6,785

    3,695

    430,099

    Dec-12

    458,119

    6,876

    3,744

    447,499

    Mar-13

    478,698

    6,990

    3,807

    467,901

    Jun-13

    484,383

    9,779

    3,937

    470,667

    Sep-13

    508,416

    9,854

    3,967

    494,596

    Dec-13

    522,966

    9,940

    4,002

    509,024

    Mar-14

    533,559

    10,050

    4,046

    519,463

    Jun-14

    556,039

    13,047

    4,460

    538,532

    Sep-14

    557,967

    13,119

    4,484

    540,363

    Dec-14

    570,304

    13,210

    4,516

    552,578

    Mar-15

    600,276

    13,328

    4,556

    582,392

    Jun-15

    589,911

    13,496

    4,613

    571,802

      Last modified: 21 Sep 2015QC 46901