• 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.

    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 2014 extrapolated from 2012–13 data.

    The data was extracted on 13 April 2015.

     

    Establishments

    Windups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun-10

    29,941

    15,112

    14,829

    414,190

    787,510

    Jun-11

    33,220

    7,159

    26,061

    440,251

    836,893

    Jun-12

    41,079

    7,577

    33,502

    473,753

    899,939

    Jun-13

    39,599

    10,452

    29,147

    502,900

    951,550

    Jun-14

    33,717

    8,565

    25,152

    528,052

    999,927

    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 2012–13 return form data.

    The data was extracted on 13 April 2015.

     

    Establishments

    Wind-ups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun-10

    8,662

    12,248

    -3,586

    414,190

    787,510

    Sep-10

    8,526

    680

    7,846

    422,036

    805,066

    Dec-10

    7,619

    637

    6,982

    429,018

    817,487

    Mar-11

    7,465

    691

    6,774

    435,792

    829,530

    Jun-11

    9,610

    5,151

    4,459

    440,251

    836,893

    Sep-11

    10,594

    980

    9,614

    449,865

    857,971

    Dec-11

    8,926

    525

    8,401

    458,266

    872,946

    Mar-12

    9,882

    655

    9,227

    467,493

    889,383

    Jun-12

    11,677

    5,417

    6,260

    473,753

    899,939

    Sep-12

    11,550

    1,868

    9,682

    483,435

    917,372

    Dec-12

    9,904

    746

    9,158

    492,593

    933,781

    Mar-13

    8,601

    878

    7,723

    500,316

    947,595

    Jun-13

    9,544

    6,960

    2,584

    502,900

    951,550

    Sep-13

    9,325

    1,114

    8,211

    511,111

    970,178

    Dec-13

    7,946

    649

    7,297

    518,408

    983,248

    Mar-14

    7,868

    866

    7,002

    525,410

    995,765

    Jun-14

    8,578

    5,936

    2,642

    528,052

    999,927

    Sep-14

    9,481

    335

    9,146

    537,198

    1,019,728

    Dec-14

    7,911

    314

    7,597

    544,795

    1,033,371

    Mar-15

    5,978

    67

    5,911

    550,706

    1,044,004

    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.

    Find out more

    To view figures for June 2004 – June 2007, refer to Self-managed super fund statistical report - June 2012.

    For June 2008 figures, refer to Self-Managed super fund statistical report - June 2013.

    For June 2009 figures, refer to Self-managed super fund statistical report – June 2014.

    End of find out more

    The figures for June 2010 through to June 2013 are estimates based on return form data for those financial years, with estimates for June 2014 and recent quarters extrapolated from 2012–13 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.

    Attention

    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 2013 data collection.  

    End of attention

    These estimates relate to the total SMSF population. The data was extracted on 13 April 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

    17,240

    34,262

    178

    17,625

    96,062

    2,196

    2,563

    Sep-10

    18,023

    35,818

    184

    18,743

    97,632

    2,232

    2,595

    Dec-10

    18,712

    37,186

    187

    19,526

    99,769

    2,281

    2,624

    Mar-11

    19,235

    38,226

    189

    20,264

    102,231

    2,337

    2,687

    Jun-11

    16,534

    37,205

    161

    19,351

    114,174

    2,759

    2,915

    Sep-11

    15,599

    35,100

    157

    18,380

    116,305

    2,810

    2,944

    Dec-11

    15,898

    35,774

    159

    18,882

    118,803

    2,870

    2,962

    Mar-12

    16,871

    37,965

    167

    20,354

    121,756

    2,942

    2,993

    Jun-12

    14,502

    37,808

    173

    18,130

    135,551

    3,619

    3,143

    Sep-12

    15,209

    39,654

    178

    19,173

    137,280

    3,666

    3,184

    Dec-12

    16,026

    41,782

    180

    20,060

    139,198

    3,717

    3,195

    Mar-13

    16,905

    44,076

    185

    21,238

    141,563

    3,780

    3,221

    Jun-13

    17,202

    42,965

    183

    21,794

    145,814

    4,770

    3,392

    Sep-13

    18,381

    45,911

    190

    23,399

    147,236

    4,817

    3,427

    Dec-13

    19,187

    47,925

    195

    24,538

    148,823

    4,869

    3,455

    Mar-14

    19,700

    49,205

    197

    25,715

    150,725

    4,931

    3,484

    Jun-14

    20,256

    50,593

    203

    26,667

    153,295

    5,015

    3,526

    Sep-14

    20,442

    51,059

    205

    26,775

    154,435

    5,052

    3,539

    Dec-14

    21,098

    52,696

    209

    27,997

    155,790

    5,097

    3,546

    Mar-15

    22,363

    55,857

    209

    28,050

    157,365

    5,148

    3,553

     

     

    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

    110,917

    4,332

    755

    41,094

    13,123

    618

    11,133

    Sep-10

    120,383

    4,386

    767

    41,321

    13,196

    625

    11,270

    Dec-10

    126,486

    4,434

    784

    42,383

    13,535

    632

    11,394

    Mar-11

    131,789

    4,541

    803

    42,976

    13,724

    647

    11,669

    Jun-11

    125,290

    4,730

    1,401

    47,571

    14,637

    713

    12,409

    Sep-11

    111,235

    4,776

    1,427

    47,524

    14,623

    720

    12,529

    Dec-11

    114,269

    4,805

    1,458

    48,053

    14,785

    724

    12,606

    Mar-12

    124,976

    4,856

    1,494

    49,435

    15,211

    732

    12,741

    Jun-12

    118,091

    5,177

    2,488

    53,478

    16,107

    544

    12,127

    Sep-12

    128,423

    5,245

    2,519

    54,020

    16,270

    551

    12,286

    Dec-12

    137,528

    5,263

    2,555

    55,987

    16,862

    553

    12,328

    Mar-13

    149,319

    5,306

    2,598

    57,336

    17,269

    557

    12,428

    Jun-13

    143,980

    5,315

    8,827

    57,419

    17,338

    474

    12,783

    Sep-13

    158,488

    5,370

    8,913

    59,506

    17,969

    479

    12,916

    Dec-13

    163,976

    5,414

    9,009

    62,666

    18,923

    483

    13,021

    Mar-14

    167,839

    5,459

    9,125

    64,538

    19,488

    487

    13,130

    Jun-14

    170,643

    5,526

    9,280

    67,099

    20,262

    493

    13,290

    Sep-14

    169,424

    5,545

    9,349

    68,814

    20,779

    494

    13,337

    Dec-14

    174,739

    5,557

    9,431

    71,069

    21,460

    495

    13,366

    Mar-15

    193,110

    5,568

    9,526

    72,125

    21,779

    496

    13,390

     

     

    Overseas shares ($m)

    Overseas non-residential real property ($m)

    Overseas residential real property ($m)

    Overseas managed investments ($m)

    Other overseas assets ($m)

    Jun-10

    1,055

    87

    123

    310

    1,488

    Sep-10

    1,145

    94

    134

    337

    1,615

    Dec-10

    1,203

    99

    141

    354

    1,697

    Mar-11

    1,253

    103

    147

    368

    1,768

    Jun-11

    1,364

    85

    141

    314

    1,696

    Sep-11

    1,211

    75

    125

    279

    1,506

    Dec-11

    1,244

    78

    128

    287

    1,547

    Mar-12

    1,360

    85

    140

    313

    1,692

    Jun-12

    1,472

    94

    169

    301

    1,621

    Sep-12

    1,600

    102

    183

    327

    1,763

    Dec-12

    1,714

    110

    196

    350

    1,888

    Mar-13

    1,861

    119

    213

    380

    2,050

    Jun-13

    1,993

    103

    199

    401

    1,979

    Sep-13

    2,194

    113

    219

    441

    2,179

    Dec-13

    2,269

    117

    227

    456

    2,254

    Mar-14

    2,323

    120

    232

    467

    2,307

    Jun-14

    2,362

    122

    236

    475

    2,346

    Sep-14

    2,345

    121

    234

    471

    2,329

    Dec-14

    2,418

    124

    242

    486

    2,402

    Mar-15

    2,673

    138

    267

    537

    2,655

     

     

    Total Australian and overseas assets ($m)

    Borrowings ($m)

    Other Liabilities ($m)

    Total net Australian and overseas assets ($m)

    Jun-10

    355,162

    2,926

    3,223

    349,013

    Sep-10

    370,499

    2,974

    3,276

    364,249

    Dec-10

    383,426

    3,039

    3,348

    377,038

    Mar-11

    394,958

    3,116

    3,432

    388,410

    Jun-11

    403,449

    4,733

    3,477

    395,240

    Sep-11

    387,325

    4,821

    3,542

    378,962

    Dec-11

    395,332

    4,923

    3,616

    386,792

    Mar-12

    416,084

    5,042

    3,704

    407,337

    Jun-12

    424,594

    6,670

    3,641

    414,283

    Sep-12

    441,634

    6,755

    3,687

    431,192

    Dec-12

    459,491

    6,850

    3,739

    448,903

    Mar-13

    480,404

    6,968

    3,803

    469,633

    Jun-13

    486,932

    9,636

    3,913

    473,384

    Sep-13

    512,148

    9,730

    3,951

    498,468

    Dec-13

    527,807

    9,835

    3,993

    513,979

    Mar-14

    539,472

    9,962

    4,045

    525,465

    Jun-14

    551,687

    10,137

    4,116

    537,433

    Sep-14

    554,751

    10,212

    4,146

    540,393

    Dec-14

    568,223

    10,301

    4,183

    553,739

    Mar-15

    594,809

    10,407

    4,226

    580,176

    Annual SMSF population analysis tables

    The following tables contain demographic information of SMSFs, as well as individual members, as at 30 June 2014. They also include a more detailed analysis of asset allocation of SMSFs, as well as estimates of the total amount of ‘flows’ into and out of SMSFs. These tables are updated on an annual basis, when the June quarter updates are published.

    Asset allocation by asset value of the fund table

    This table contains the approximate distribution of assets held by SMSFs of different size, based on total fund assets. These tables are based on actual return data for the 2010 through to 2013 financial years.

    Find out more

    To view figures for June 2004 – June 2007, refer to Self-managed super fund statistical report - June 2012.

    For June 2008 figures, refer to Self-Managed super fund statistical report - June 2013.

    For June 2009 figures, refer to Self-managed super fund statistical report – June 2014.

    End of find out more

    The data provided by SMSFs is reporting their financial position as at 30 June of the relevant financial year.

    The data was extracted on 9 July 2014.

    Asset value ranges of funds

    2010

    $1-
    $50k

    >$50-
    $100k

    >$100-
    150k

    >$150-
    200k

    >$200-
    $500k

    >$500k
    -$1m

    >$1-
    $2m

    >$2-
    $5m

    >$5-
    $10m

    >$10m

    Listed
    trusts

    2.27%

    3.56%

    4.65%

    5.14%

    5.73%

    5.69%

    5.03%

    4.47%

    3.98%

    3.27%

    Unlisted
    trusts

    2.54%

    4.38%

    5.78%

    6.60%

    7.45%

    7.99%

    8.81%

    10.25%

    13.33%

    15.87%

    Insurance
    policy

    0.06%

    0.11%

    0.06%

    0.08%

    0.06%

    0.05%

    0.05%

    0.06%

    0.02%

    0.02%

    Other
    managed
    investments

    2.47%

    3.41%

    4.35%

    4.96%

    5.46%

    5.37%

    5.10%

    4.78%

    4.32%

    4.56%

    Cash
    and term
    deposits

    52.44%

    43.90%

    39.00%

    35.68%

    30.58%

    28.66%

    27.70%

    25.70%

    22.98%

    19.52%

    Debt
    securities

    0.17%

    0.23%

    0.23%

    0.26%

    0.38%

    0.54%

    0.61%

    0.69%

    0.80%

    0.88%

    Loans

    2.42%

    2.18%

    1.67%

    1.26%

    0.82%

    0.56%

    0.60%

    0.60%

    0.85%

    1.64%

    Listed
    shares

    24.47%

    29.89%

    31.16%

    32.29%

    32.13%

    31.93%

    31.47%

    30.71%

    30.47%

    30.74%

    Unlisted
    shares

    2.02%

    2.11%

    1.76%

    1.67%

    1.12%

    0.96%

    0.99%

    1.22%

    1.69%

    2.26%

    Derivatives
    and
    instalment
    warrants

    0.15%

    0.27%

    0.32%

    0.37%

    0.32%

    0.25%

    0.17%

    0.14%

    0.22%

    0.39%

    Non
    residential 
    real property

    0.64%

    1.78%

    3.17%

    4.18%

    7.46%

    9.86%

    11.80%

    13.83%

    14.04%

    11.61%

    Residential
    real property

    0.33%

    0.78%

    1.55%

    2.13%

    4.08%

    4.44%

    4.08%

    3.57%

    2.74%

    1.84%

    Artwork,
    collectibles,
    metal
    or jewels

    0.81%

    0.84%

    0.63%

    0.51%

    0.29%

    0.18%

    0.16%

    0.13%

    0.09%

    0.13%

    Other
    assets

    8.22%

    5.51%

    4.74%

    4.06%

    3.36%

    2.86%

    2.72%

    3.01%

    3.30%

    5.15%

    Overseas
    shares

    0.30%

    0.34%

    0.26%

    0.27%

    0.23%

    0.19%

    0.22%

    0.29%

    0.44%

    0.98%

    Overseas
    non-
    residential
    real property

    0.07%

    0.05%

    0.02%

    0.03%

    0.02%

    0.01%

    0.02%

    0.02%

    0.03%

    0.13%

    Overseas residential real property

    0.06%

    0.09%

    0.14%

    0.07%

    0.05%

    0.04%

    0.04%

    0.03%

    0.01%

    0.03%

    Overseas
    managed
    investments

    0.10%

    0.08%

    0.07%

    0.07%

    0.07%

    0.05%

    0.08%

    0.09%

    0.12%

    0.21%

    Other
    overseas
    assets

    0.47%

    0.47%

    0.46%

    0.38%

    0.39%

    0.37%

    0.36%

    0.41%

    0.55%

    0.77%

    Total

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    Asset value ranges of funds

    2011

    $1-
    $50k

    >$50-
    $100k

    >$100-
    150k

    >$150-
    200k

    >$200-
    $500k

    >$500k
    -$1m

    >$1-
    $2m

    >$2-
    $5m

    >$5-
    $10m

    >$10m

    Listed
    trusts

    1.90%

    2.81%

    3.61%

    4.18%

    4.65%

    4.76%

    4.23%

    3.89%

    3.80%

    2.56%

    Unlisted
    trusts

    2.49%

    4.29%

    5.71%

    6.16%

    7.03%

    7.41%

    8.31%

    9.67%

    12.12%

    15.70%

    Insurance
    policy

    0.06%

    0.10%

    0.05%

    0.06%

    0.05%

    0.04%

    0.04%

    0.05%

    0.03%

    0.00%

    Other
    managed
    investments

    2.15%

    3.23%

    3.95%

    4.62%

    5.08%

    5.21%

    4.88%

    4.61%

    4.70%

    4.31%

    Cash
    and term
    deposits

    54.82%

    46.94%

    42.47%

    39.28%

    33.12%

    30.64%

    29.27%

    26.76%

    23.32%

    20.75%

    Debt
    securities

    0.15%

    0.24%

    0.26%

    0.29%

    0.42%

    0.61%

    0.71%

    0.73%

    0.78%

    1.01%

    Loans

    2.22%

    2.09%

    1.60%

    1.24%

    0.76%

    0.51%

    0.59%

    0.60%

    0.89%

    1.66%

    Listed
    shares

    22.95%

    27.50%

    29.06%

    30.19%

    30.71%

    30.99%

    31.22%

    31.20%

    31.41%

    31.36%

    Unlisted
    shares

    1.93%

    2.17%

    1.81%

    1.60%

    1.05%

    0.85%

    0.93%

    1.17%

    1.57%

    2.32%

    Derivatives
    and
    instalment
    warrants

    0.17%

    0.27%

    0.35%

    0.50%

    0.56%

    0.38%

    0.25%

    0.25%

    0.34%

    0.81%

    Non
    residential 
    real property

    0.70%

    1.81%

    3.12%

    4.32%

    7.63%

    10.24%

    11.94%

    13.74%

    14.04%

    11.71%

    Residential
    real property

    0.40%

    0.87%

    1.46%

    2.06%

    4.54%

    4.66%

    4.00%

    3.41%

    2.37%

    1.50%

    Artwork,
    collectibles,
    metal
    or jewels

    1.01%

    0.98%

    0.84%

    0.60%

    0.33%

    0.19%

    0.16%

    0.13%

    0.11%

    0.09%

    Other
    assets

    7.92%

    5.50%

    4.67%

    3.97%

    3.26%

    2.81%

    2.76%

    2.96%

    3.35%

    4.04%

    Overseas
    shares

    0.37%

    0.34%

    0.29%

    0.31%

    0.26%

    0.22%

    0.23%

    0.31%

    0.49%

    1.15%

    Overseas
    non-
    residential
    real property

    0.06%

    0.06%

    0.05%

    0.02%

    0.03%

    0.02%

    0.02%

    0.02%

    0.03%

    0.04%

    Overseas residential real property

    0.13%

    0.16%

    0.15%

    0.10%

    0.07%

    0.04%

    0.03%

    0.02%

    0.02%

    0.01%

    Overseas
    managed
    investments

    0.08%

    0.06%

    0.08%

    0.06%

    0.06%

    0.06%

    0.07%

    0.08%

    0.11%

    0.13%

    Other
    overseas
    assets

    0.48%

    0.57%

    0.48%

    0.42%

    0.40%

    0.35%

    0.36%

    0.40%

    0.53%

    0.84%

    Total

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    Asset value ranges of funds

    2012

    $1-
    $50k

    >$50-
    $100k

    >$100-
    150k

    >$150-
    200k

    >$200-
    $500k

    >$500k
    -$1m

    >$1-
    $2m

    >$2-
    $5m

    >$5-
    $10m

    >$10m

    Listed
    trusts

    1.77%

    2.40%

    2.89%

    3.48%

    3.81%

    3.87%

    3.52%

    3.32%

    3.08%

    2.37%

    Unlisted
    trusts

    2.43%

    3.95%

    5.23%

    5.96%

    6.53%

    6.91%

    7.87%

    9.41%

    12.51%

    15.56%

    Insurance
    policy

    0.05%

    0.06%

    0.05%

    0.03%

    0.03%

    0.03%

    0.04%

    0.05%

    0.05%

    0.01%

    Other
    managed
    investments

    1.93%

    2.71%

    3.29%

    4.07%

    4.43%

    4.52%

    4.38%

    4.20%

    4.22%

    3.64%

    Cash
    and term
    deposits

    55.51%

    50.13%

    47.41%

    44.30%

    37.36%

    34.77%

    33.22%

    30.05%

    26.06%

    22.90%

    Debt
    securities

    0.15%

    0.21%

    0.35%

    0.30%

    0.55%

    0.77%

    0.85%

    0.93%

    1.07%

    1.14%

    Loans

    1.77%

    1.79%

    1.42%

    1.15%

    0.73%

    0.52%

    0.59%

    0.61%

    0.96%

    1.76%

    Listed
    shares

    22.57%

    25.52%

    26.21%

    27.29%

    27.69%

    27.92%

    28.09%

    28.05%

    27.98%

    27.31%

    Unlisted
    shares

    1.88%

    2.15%

    1.92%

    1.44%

    1.10%

    0.93%

    0.94%

    1.19%

    1.65%

    2.54%

    Limited recourse borrowing arrangements

    0.05%

    0.16%

    0.30%

    0.42%

    0.86%

    0.68%

    0.48%

    0.40%

    0.55%

    1.30%

    Non
    residential
    real property

    0.69%

    1.70%

    2.91%

    4.07%

    8.00%

    10.76%

    12.59%

    14.67%

    15.29%

    13.82%

    Residential
    real property

    0.46%

    1.01%

    1.49%

    2.02%

    4.77%

    4.98%

    4.13%

    3.51%

    2.36%

    1.62%

    Collectables and personal use assets

    0.65%

    0.61%

    0.55%

    0.40%

    0.21%

    0.14%

    0.12%

    0.08%

    0.09%

    0.10%

    Other
    assets

    9.07%

    6.34%

    4.93%

    4.19%

    3.17%

    2.55%

    2.49%

    2.71%

    3.04%

    3.87%

    Overseas
    shares

    0.37%

    0.36%

    0.36%

    0.32%

    0.27%

    0.23%

    0.24%

    0.33%

    0.52%

    1.09%

    Overseas
    non-
    residential
    real property

    0.06%

    0.05%

    0.03%

    0.04%

    0.02%

    0.02%

    0.02%

    0.02%

    0.03%

    0.04%

    Overseas residential real property

    0.11%

    0.22%

    0.14%

    0.11%

    0.08%

    0.05%

    0.03%

    0.02%

    0.02%

    0.02%

    Overseas
    managed
    investments

    0.05%

    0.06%

    0.05%

    0.05%

    0.05%

    0.05%

    0.06%

    0.07%

    0.10%

    0.15%

    Other
    overseas
    assets

    0.42%

    0.56%

    0.49%

    0.38%

    0.34%

    0.31%

    0.34%

    0.37%

    0.42%

    0.77%

    Total

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    Asset value ranges of funds

    2013

    $1-
    $50k

    >$50-
    $100k

    >$100-
    150k

    >$150-
    200k

    >$200-
    $500k

    >$500k
    -$1m

    >$1-
    $2m

    >$2-
    $5m

    >$5-
    $10m

    >$10m

    Listed
    trusts

    1.67%

    2.13%

    2.46%

    3.03%

    3.74%

    4.05%

    3.91%

    3.48%

    3.22%

    2.30%

    Unlisted
    trusts

    2.21%

    3.88%

    4.89%

    5.52%

    5.88%

    6.44%

    7.46%

    8.96%

    11.43%

    14.75%

    Insurance
    policy

    0.01%

    0.03%

    0.03%

    0.02%

    0.03%

    0.03%

    0.05%

    0.04%

    0.04%

    0.01%

    Other
    managed
    investments

    1.23%

    2.16%

    2.71%

    3.26%

    4.17%

    4.50%

    4.63%

    4.54%

    4.49%

    4.33%

    Cash
    and term
    deposits

    56.39%

    52.13%

    51.24%

    48.30%

    37.76%

    33.71%

    31.70%

    28.20%

    24.53%

    20.13%

    Debt
    securities

    0.10%

    0.15%

    0.26%

    0.30%

    0.52%

    0.76%

    0.95%

    1.05%

    1.29%

    1.48%

    Loans

    1.39%

    1.62%

    1.28%

    1.00%

    0.62%

    0.47%

    0.50%

    0.57%

    0.81%

    1.71%

    Listed
    shares

    22.02%

    23.86%

    23.94%

    25.19%

    27.07%

    28.94%

    30.62%

    31.53%

    31.95%

    29.84%

    Unlisted
    shares

    1.90%

    2.11%

    1.74%

    1.45%

    0.97%

    0.79%

    0.81%

    0.97%

    1.44%

    3.70%

    Limited recourse borrowing arrangements

    0.11%

    0.31%

    0.56%

    0.76%

    3.16%

    2.57%

    1.34%

    1.05%

    1.27%

    2.74%

    Non
    residential
    real property

    0.86%

    1.69%

    2.88%

    4.00%

    7.75%

    9.94%

    11.29%

    13.13%

    13.36%

    12.10%

    Residential
    real property

    0.70%

    1.25%

    1.61%

    2.01%

    4.60%

    4.72%

    3.72%

    3.16%

    2.20%

    1.54%

    Collectables and personal use assets

    0.55%

    0.64%

    0.42%

    0.35%

    0.17%

    0.10%

    0.07%

    0.06%

    0.06%

    0.05%

    Other
    assets

    9.82%

    6.77%

    4.96%

    3.82%

    2.78%

    2.29%

    2.22%

    2.37%

    2.67%

    3.26%

    Overseas
    shares

    0.45%

    0.42%

    0.36%

    0.32%

    0.30%

    0.26%

    0.28%

    0.37%

    0.57%

    1.04%

    Overseas
    non-
    residential
    real property

    0.04%

    0.07%

    0.04%

    0.03%

    0.02%

    0.01%

    0.01%

    0.02%

    0.02%

    0.10%

    Overseas residential real property

    0.08%

    0.23%

    0.22%

    0.17%

    0.08%

    0.05%

    0.04%

    0.02%

    0.01%

    0.02%

    Overseas
    managed
    investments

    0.03%

    0.05%

    0.04%

    0.04%

    0.04%

    0.05%

    0.06%

    0.07%

    0.13%

    0.16%

    Other
    overseas
    assets

    0.44%

    0.51%

    0.37%

    0.42%

    0.32%

    0.30%

    0.33%

    0.41%

    0.51%

    0.77%

    Total

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    Membership sizes table

    This table contains an approximate distribution of the number of members in SMSFs as at the end of each financial year for the 2010 through to the 2013 years. These figures are based on SMSF annual return data.

    Find out more

    To view figures for June 2004 – June 2007, refer to Self-managed super fund statistical report - June 2012.

    For June 2008 figures, refer to Self-managed super fund statistical report - June 2013.

    For June 2009 figures, refer to Self-managed super fund statistical report – June 2014.

    End of find out more

    The data was extracted on 9 July 2014.

    Proportion of funds (%)

    Number of members

    2009–10

    2010–11

    2011–12

    2012–13

    1

    22.8%

    22.8%

    22.7%

    22.6%

    2

    68.3%

    68.6%

    69.0%

    69.5%

    3

    4.4%

    4.2%

    4.1%

    3.9%

    4

    4.5%

    4.4%

    4.3%

    4.1%

    Demographic table

    This table contains estimates of the proportion of funds, members and assets located across the different states and territories of Australia.

    Attention

    'State' refers to the state or territory that the fund is administered, not necessarily where the members live.

    End of attention

    These figures are estimates based on SMSF annual return data for the 2010 to 2013 financial years.

    Find out more

    To view figures for June 2004 – June 2007, refer to Self-managed super fund statistical report - June 2012.

    For June 2008 figures, refer to Self-Managed super fund statistical report - June 2013.

    For June 2009 figures, refer to Self-managed super fund statistical report – June 2014.

    End of find out more

    The data was extracted on 9 July 2014.

    Funds

     State

    2009–10

    2010–11

    2011–12

    2012–13

    ACT

    1.8%

    1.8%

    1.8%

    1.8%

    NSW

    31.5%

    31.6%

    31.7%

    31.8%

    NT

    0.2%

    0.2%

    0.2%

    0.2%

    QLD

    17.0%

    16.8%

    16.6%

    16.4%

    SA

    7.2%

    7.1%

    7.2%

    7.0%

    TAS

    1.4%

    1.4%

    1.4%

    1.4%

    VIC

    29.8%

    30.5%

    30.7%

    31.1%

    WA

    11.1%

    10.6%

    10.4%

    10.3%

    Members

     State

    2009–10

    2010–11

    2011–12

    2012–13

    ACT

    1.8%

    1.8%

    1.8%

    1.8%

    NSW

    31.6%

    31.7%

    31.8%

    31.9%

    NT

    0.2%

    0.2%

    0.2%

    0.2%

    QLD

    17.1%

    16.9%

    16.6%

    16.5%

    SA

    7.2%

    7.2%

    7.2%

    7.0%

    TAS

    1.4%

    1.4%

    1.4%

    1.3%

    VIC

    29.7%

    30.3%

    30.6%

    31.0%

    WA

    11.1%

    10.6%

    10.4%

    10.3%

    Assets

     State

    2009–10

    2010–11

    2011–12

    2012–13

    ACT

    1.8%

    1.7%

    1.8%

    1.9%

    NSW

    32.0%

    32.2%

    32.3%

    32.6%

    NT

    0.2%

    0.2%

    0.2%

    0.2%

    QLD

    17.0%

    16.6%

    16.4%

    16.1%

    SA

    7.1%

    7.1%

    7.2%

    7.0%

    TAS

    1.3%

    1.3%

    1.3%

    1.2%

    VIC

    30.1%

    30.6%

    30.8%

    31.3%

    WA

    10.6%

    10.3%

    10.0%

    9.7%

    Member demographic table – age ranges

    This table contains an approximate age distribution of individuals who were members of SMSFs as at the end of June 2014. The data behind this table was extracted on 9 July 2014 and is an estimate based on Australian Business Register (ABR) data.

    Attention

    In the table below, ".." indicates the proportion has been rounded to zero, but is not equal to zero.

    End of attention

    Age ranges

    Male

    Female

    Total

    <25

    1.3%

    1.3%

    1.3%

    25–34

    4.1%

    4.1%

    4.1%

    35–44

    12.0%

    13.9%

    12.9%

    45–54

    22.8%

    25.3%

    24.0%

    55–64

    31.4%

    32.9%

    32.1%

    >64

    28.5%

    22.5%

    25.7%

    Unknown

    ..

    ..

    ..

    Total

    100%

    100%

    100%

    All ages

    52.8%

    47.2%

    100%

    Member demographic table – income ranges

    This table contains an approximate distribution of the taxable income of individuals who were SMSF members as at the end of June 2014. The data was extracted on 9 July 2014 and is an estimate based on ABR data and the member’s most recently lodged personal tax return.

    Income ranges

    Male

    Female

    Total

    $0–$20,000

    19.8%

    26.6%

    23.0%

    >$20,000–$40,000

    16.7%

    21.7%

    19.1%

    >$40,000–$60,000

    11.4%

    13.8%

    12.5%

    >$60,000–$80,000

    11.2%

    11.0%

    11.1%

    >$80,000–$100,000

    8.0%

    6.9%

    7.5%

    >$100,000–$150,000

    11.1%

    7.2%

    9.3%

    >$150,000–$200,000

    6.9%

    4.4%

    5.7%

    >$200,000–$500,000

    8.5%

    3.7%

    6.2%

    >$500,000

    2.8%

    0.9%

    1.9%

    Unknown

    3.6%

    3.9%

    3.7%

    Total

    100%

    100%

    100%

    Total asset range table

    This table shows an approximate distribution of the size of SMSFs as at the end of each financial year, in terms of total assets.

    These figures are estimates based on SMSF annual return data for the 2010 to 2013 financial years.

    Attention

    To view figures for June 2004 – June 2007, refer to Self-managed super fund statistical report - June 2012.

    For June 2008 figures, refer to Self-Managed super fund statistical report - June 2013.

    For June 2009 figures, refer to Self-managed super fund statistical report – June 2014.

    End of attention

    The data was extracted on 9 July 2014.

    Proportion of funds (%)

    Asset ranges

    2009–10

    2010–11

    2011–12

    2012–13

    $0–$50,000

    7.7%

    7.1%

    7.2%

    6.7%

    >$50,000–$100,000

    6.5%

    5.8%

    5.9%

    5.1%

    >$100,000–$150,000

    6.3%

    5.9%

    6.0%

    5.4%

    >$150,000–$200,000

    5.7%

    5.5%

    5.5%

    5.1%

    >$200,000–$500,000

    25.6%

    25.2%

    25.5%

    24.7%

    >$500,000–$1m

    22.4%

    22.7%

    22.9%

    23.4%

    >$1m–$2m

    15.9%

    16.8%

    16.5%

    17.6%

    >$2m–$5m

    8.4%

    9.0%

    8.8%

    9.9%

    >$5m–$10m

    1.3%

    1.6%

    1.5%

    1.8%

    >$10m

    0.3%

    0.3%

    0.3%

    0.4%

    Total

    100%

    100%

    100%

    100%

    Average and median assets table ($)

    This table approximates the average and median assets per SMSF member and per SMSF at the end of each financial year.

    These figures are estimates based on SMSF annual return data for the 2010 to 2013 financial years.

    Attention

    To view figures for June 2004 – June 2007, refer to Self-managed super fund statistical report - June 2012.

    For June 2008 figures, refer to Self-Managed super fund statistical report - June 2013.

    For June 2009 figures, refer to Self-managed super fund statistical report – June 2014.

    End of attention

    The data was extracted on 9 July 2014.

     Asset values

    2009–10

    2010–11

    2011–12

    2012–13

    Average assets per member

    455,755

    488,536

    480,586

    523,814

    Median assets per member

    268,612

    285,305

    279,793

    313,003

    Average assets per SMSF

    868,184

    929,145

    912,450

    992,107

    Median assets per SMSF

    482,504

    511,264

    501,529

    558,870

    Flow of funds table ($m)

    This table shows estimates of the total amount of ‘flows’ into and out of SMSFs during each financial year. It contains totals relating to the following:

    • contributions – member, employer and other
    • transfers – inward and outward
    • benefits payments
    • administration and investment expenses.
    Attention

    Changes were made to the 2012–13 SMSF annual return to collect both deductions and non-deductible expenses. The administration and investment expense figures for 2013 onwards incorporates deductible and non-deductible expenses data.

    End of attention

    These figures are estimates based on SMSF annual return data for the 2010 to 2013 financial years.

    Find out more

    To view figures for June 2004 – June 2007, refer to Self-managed super fund statistical report - June 2012.

    For June 2008 figures, refer to Self-Managed super fund statistical report - June 2013.

    For June 2009 figures, refer to Self-managed super fund statistical report – June 2014.

    End of find out more

    The data was extracted on 9 July 2014.

     

    Contributions ($m)

    Transfers ($m)

    Benefit payments ($m)

    Admin & investment expenses ($m)

    Member contributions

    Employer contributions

    Other contributions

    Inward transfers

    Outward transfers

    2009–10

    14,092

    6,753

    430

    13,811

    4,228

    17,087

    1,485

    2010–11

    16,532

    7,007

    387

    15,629

    4,193

    19,275

    1,555

    2011–12

    18,919

    7,577

    504

    16,195

    3,802

    22,898

    1,653

    2012–13

    18,330

    5,499

    357

    16,987

    4,224

    26,424

    3,453

    March 2015 quarter establishment tables

    The following tables relate to funds established between 1 January 2015 and 31 March 2015. They contain demographic information of funds, as well as individual members. The data is sourced from the Australian Business Register (ABR), at the time of registration.

    2015 quarterly establishments demographic table – location

    This table contains the proportion of funds located across the different states and territories of Australia, for SMSFs established during the March 2015 quarter.

    Attention

    'State' refers to the state or territory that the fund is administered, not necessarily where the members live.

    End of attention

    The data behind this table was extracted on 13 April 2015 based on ABR data as at that date.

     State

    ACT

    NSW

    NT

    QLD

    SA

    TAS

    VIC

    WA

    Number of funds

    1.1%

    35.8%

    0.2%

    19.8%

    4.9%

    0.9%

    31.0%

    6.3%

    2015 quarterly establishments demographic table – age ranges

    This table contains an age distribution of individual members of SMSFs established during the March 2015 quarter.

    The data behind this table was extracted on 13 April 2015 based on ABR data as at that date.

    Attention

    In the table below, ".." indicates the proportion has been rounded to zero but is not equal to zero.

    End of attention

    Age ranges

    Male

    Female

    Total

    < 25

    1.2%

    1.2%

    1.2%

    25-34

    10.6%

    12.4%

    11.4%

    35-44

    30.8%

    32.0%

    31.3%

    45-54

    32.3%

    33.0%

    32.6%

    55-64

    20.4%

    18.3%

    19.4%

    >64

    4.8%

    3.2%

    4.0%

    Unknown

    ..

    ..

    ..

    Total

    100.0%

    100.0%

    100.0%

    All ages

    53.8%

    46.3%

    100.0%

    2015 quarterly establishments demographic table – income ranges

    This table contains an approximate distribution of the taxable income of the members of SMSFs established during the March 2015 quarter. The data was extracted on 13 April 2015 based on ABR data and the member’s most recently lodged individual tax return as at that date.

    Income ranges

    Male

    Female

    Total

    $0–$20,000

    6.1%

    16.9%

    11.1%

    >$20,000–$40,000

    10.5%

    20.0%

    14.9%

    >$40,000–$60,000

    12.9%

    18.3%

    15.4%

    >$60,000–$80,000

    16.1%

    15.3%

    15.7%

    >$80,000–$100,000

    13.6%

    9.5%

    11.7%

    >$100,000–$150,000

    18.7%

    8.7%

    14.0%

    >$150,000–$200,000

    9.4%

    3.6%

    6.7%

    >$200,000–$500,000

    8.9%

    3.2%

    6.2%

    >$500,000

    1.6%

    0.4%

    1.0%

    Unknown

    2.3%

    4.1%

    3.2%

    Total

    100.0%

    100.0%

    100.0%

      Last modified: 20 May 2015QC 45194