• 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, minus 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 7 October 2014.

     

    Establishments

    Windups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun-10

    29,936

    15,112

    14,824

    414,099

    787,337

    Jun-11

    33,211

    7,111

    26,100

    440,199

    836,795

    Jun-12

    41,061

    7,408

    33,653

    473,852

    900,130

    Jun-13

    39,581

    10,052

    29,529

    503,381

    952,466

    Jun-14

    33,340

    5,662

    27,678

    531,059

    1,005,678

    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 7 October 2014.

     

    Establishments

    Wind-ups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun-10

    8,659

    12,253

    -3,594

    414,099

    787,337

    Sep-10

    8,521

    664

    7,857

    421,956

    804,913

    Dec-10

    7,618

    632

    6,986

    428,942

    817,343

    Mar-11

    7,465

    690

    6,775

    435,717

    829,387

    Jun-11

    9,607

    5,125

    4,482

    440,199

    836,795

    Sep-11

    10,588

    947

    9,641

    449,840

    857,924

    Dec-11

    8,923

    512

    8,411

    458,251

    872,918

    Mar-12

    9,877

    640

    9,237

    467,488

    889,376

    Jun-12

    11,673

    5,309

    6,364

    473,852

    900,130

    Sep-12

    11,543

    1,751

    9,792

    483,644

    917,769

    Dec-12

    9,904

    714

    9,190

    492,834

    934,240

    Mar-13

    8,597

    853

    7,744

    500,578

    948,094

    Jun-13

    9,537

    6,734

    2,803

    503,381

    952,466

    Sep-13

    9,307

    921

    8,386

    511,767

    971,427

    Dec-13

    7,923

    488

    7,435

    519,202

    984,761

    Mar-14

    7,653

    677

    6,976

    526,178

    997,250

    Jun-14

    8,457

    3,576

    4,881

    531,059

    1,005,678

    Sep-14

    8,489

    173

    8,316

    539,375

    1,023,964

    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

    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 7 October 2014.

     

    Listed trusts

    Unlisted trusts

    Insurance policy

    Other managed investments

    Cash and term deposits

    Debt securities

    Loans

    Jun-10

    17,259

    34,243

    178

    17,651

    96,140

    2,198

    2,552

    Sep-10

    18,043

    35,799

    184

    18,769

    97,713

    2,234

    2,584

    Dec-10

    18,732

    37,167

    187

    19,554

    99,853

    2,283

    2,612

    Mar-11

    19,256

    38,207

    189

    20,293

    102,318

    2,340

    2,675

    Jun-11

    16,577

    37,221

    161

    19,400

    114,407

    2,766

    2,898

    Sep-11

    15,639

    35,115

    157

    18,427

    116,544

    2,818

    2,926

    Dec-11

    15,939

    35,790

    159

    18,930

    119,049

    2,878

    2,944

    Mar-12

    16,916

    37,982

    167

    20,406

    122,010

    2,950

    2,976

    Jun-12

    14,585

    37,893

    174

    18,209

    136,169

    3,641

    3,112

    Sep-12

    15,298

    39,744

    180

    19,258

    137,912

    3,688

    3,153

    Dec-12

    16,120

    41,879

    181

    20,151

    139,844

    3,740

    3,164

    Mar-13

    17,006

    44,181

    186

    21,335

    142,229

    3,803

    3,190

    Jun-13

    17,503

    42,890

    184

    22,014

    147,970

    4,816

    3,310

    Sep-13

    18,704

    45,832

    191

    23,631

    149,419

    4,863

    3,344

    Dec-13

    19,525

    47,844

    196

    24,781

    151,033

    4,916

    3,372

    Mar-14

    20,054

    49,141

    199

    26,284

    152,957

    4,978

    3,400

    Jun-14

    20,608

    50,498

    205

    26,667

    155,545

    5,062

    3,441

    Sep-14

    20,654

    50,611

    204

    26,633

    156,685

    5,100

    3,436

     

     

    Listed shares

    Unlisted shares

    Limited recourse borrowing arrangements

    Non-residential real property

    Residential real property

    Collectables and personal use assets

    Other assets

    Jun-10

    111,038

    4,329

    755

    41,097

    13,121

    618

    11,114

    Sep-10

    120,515

    4,382

    767

    41,324

    13,194

    626

    11,250

    Dec-10

    126,627

    4,430

    784

    42,387

    13,533

    633

    11,375

    Mar-11

    131,937

    4,537

    803

    42,980

    13,722

    648

    11,649

    Jun-11

    125,593

    4,730

    1,403

    47,593

    14,633

    712

    12,392

    Sep-11

    111,505

    4,776

    1,429

    47,547

    14,618

    719

    12,512

    Dec-11

    114,547

    4,805

    1,460

    48,077

    14,781

    723

    12,589

    Mar-12

    125,282

    4,857

    1,496

    49,460

    15,207

    731

    12,724

    Jun-12

    118,737

    5,176

    2,478

    53,544

    16,103

    543

    12,105

    Sep-12

    129,129

    5,244

    2,510

    54,089

    16,267

    550

    12,264

    Dec-12

    138,291

    5,263

    2,545

    56,061

    16,860

    552

    12,306

    Mar-13

    150,155

    5,306

    2,589

    57,414

    17,267

    557

    12,408

    Jun-13

    147,024

    5,676

    8,693

    57,321

    17,246

    465

    12,636

    Sep-13

    161,844

    5,736

    8,778

    59,407

    17,873

    470

    12,768

    Dec-13

    167,452

    5,782

    8,873

    62,564

    18,823

    473

    12,872

    Mar-14

    171,390

    5,830

    8,986

    64,485

    19,401

    477

    12,979

    Jun-14

    174,231

    5,901

    9,138

    66,979

    20,151

    483

    13,136

    Sep-14

    172,968

    5,893

    9,205

    67,763

    20,387

    482

    13,119

     

     

    Overseas shares

    Overseas non-residential real property

    Overseas residential real property

    Overseas managed investments

    Other overseas assets

    Jun-10

    1,054

    87

    123

    310

    1,490

    Sep-10

    1,144

    94

    134

    337

    1,617

    Dec-10

    1,202

    99

    141

    354

    1,699

    Mar-11

    1,252

    103

    147

    369

    1,770

    Jun-11

    1,366

    84

    140

    315

    1,700

    Sep-11

    1,213

    75

    124

    280

    1,509

    Dec-11

    1,246

    77

    128

    288

    1,551

    Mar-12

    1,363

    84

    140

    314

    1,696

    Jun-12

    1,474

    94

    168

    301

    1,619

    Sep-12

    1,603

    102

    182

    327

    1,761

    Dec-12

    1,717

    109

    195

    351

    1,886

    Mar-13

    1,864

    118

    212

    381

    2,048

    Jun-13

    1,983

    100

    190

    397

    1,989

    Sep-13

    2,183

    110

    209

    437

    2,190

    Dec-13

    2,258

    114

    217

    452

    2,266

    Mar-14

    2,311

    117

    222

    463

    2,319

    Jun-14

    2,350

    119

    225

    470

    2,357

    Sep-14

    2,333

    118

    224

    467

    2,340

     

     

    Total Australian and overseas assets ($m)

    Borrowings

    Other Liabilities

    Total net Australian and overseas assets ($m)

    Jun-10

    355,356

    2,925

    3,219

    349,212

    Sep-10

    370,709

    2,973

    3,272

    364,465

    Dec-10

    383,651

    3,038

    3,344

    377,268

    Mar-11

    395,197

    3,115

    3,428

    388,654

    Jun-11

    404,092

    4,733

    3,474

    395,884

    Sep-11

    387,935

    4,822

    3,539

    379,574

    Dec-11

    395,961

    4,924

    3,614

    387,424

    Mar-12

    416,760

    5,043

    3,702

    408,015

    Jun-12

    426,126

    6,668

    3,641

    415,817

    Sep-12

    443,261

    6,754

    3,687

    432,820

    Dec-12

    461,214

    6,848

    3,739

    450,626

    Mar-13

    482,247

    6,967

    3,804

    471,477

    Jun-13

    492,407

    9,571

    3,884

    478,952

    Sep-13

    517,989

    9,665

    3,922

    504,403

    Dec-13

    533,813

    9,770

    3,964

    520,079

    Mar-14

    545,993

    9,896

    4,015

    532,082

    Jun-14

    557,566

    10,069

    4,085

    543,412

    Sep-14

    558,621

    10,141

    4,115

    544,365

    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

    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

    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

    End of find out more

    The data was extracted on 9 July 2014.

    Funds

     

    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

     

    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

     

    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 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 End of attention

    The data was extracted on 9 July 2014.

     

    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

    End of find out more

    The data was extracted on 9 July 2014.

     

    Contributions

    Transfers

    Benefit payments

    Admin & investment expenses

    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

    September 2014 quarter establishment tables

    The following tables relate to funds established between 1 July 2014 and 30 September 2014. 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.

    2014 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 September 2014 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 7 October 2014 based on ABR data as at that date.

     

    ACT

    NSW

    NT

    QLD

    SA

    TAS

    VIC

    WA

    Number of funds

    1.2%

    34.4%

    0.1%

    17.6%

    4.8%

    1.2%

    33.4%

    7.3%

    2014 quarterly establishments demographic table – age ranges

    This table contains an age distribution of individual members of SMSFs established during the September 2014 quarter.

    The data behind this table was extracted on 7 October 2014 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

    1.4%

    1.3%

    1.3%

    25-34

    10.2%

    12.9%

    11.5%

    35-44

    29.9%

    31.2%

    30.5%

    45-54

    31.8%

    32.1%

    31.9%

    55-64

    21.5%

    19.1%

    20.4%

    >64

    5.2%

    3.5%

    4.4%

    Unknown

    ..

    ..

    ..

    Total

    100.0%

    100.0%

    100.0%

    All ages

    53.2%

    46.8%

    100.0%

    2014 quarterly establishments demographic table – income ranges

    This table contains an approximate distribution of the taxable income of the members of SMSFs established during the September 2014 quarter. The data was extracted on 7 October 2014 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

    5.9%

    17.1%

    11.1%

    >$20,000–$40,000

    9.9%

    20.3%

    14.8%

    >$40,000–$60,000

    12.9%

    18.5%

    15.5%

    >$60,000–$80,000

    15.4%

    14.4%

    15.0%

    >$80,000–$100,000

    13.3%

    9.2%

    11.4%

    >$100,000–$150,000

    18.1%

    8.5%

    13.6%

    >$150,000–$200,000

    9.7%

    3.9%

    7.0%

    >$200,000–$500,000

    10.4%

    3.1%

    7.0%

    >$500,000

    2.4%

    0.5%

    1.5%

    Unknown

    2.1%

    4.5%

    3.2%

    Total

    100.0%

    100.0%

    100.0%

      Last modified: 25 Nov 2014QC 43224