• 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.

    To view figures from before 2011, 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 7 October 2015.

     

    Establishments

    Windups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun-11

    33,219

    7,210

    26,009

    440,165

    836,729

    Jun-12

    41,081

    7,650

    33,431

    473,596

    899,639

    Jun-13

    39,611

    10,676

    28,935

    502,531

    950,848

    Jun-14

    33,783

    10,701

    23,082

    525,613

    995,286

    Jun-15

    34,071

    4,682

    29,389

    555,002

    1,051,097

    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 2011 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 we receive 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 7 October 2015.

     

    Establishments

    Wind-ups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun-11

    9,609

    5,179

    4,430

    440,165

    836,729

    Sep-11

    10,594

    1,011

    9,583

    449,748

    857,747

    Dec-11

    8,926

    524

    8,402

    458,150

    872,724

    Mar-12

    9,883

    657

    9,226

    467,376

    889,160

    Jun-12

    11,678

    5,458

    6,220

    473,596

    899,639

    Sep-12

    11,553

    1,942

    9,611

    483,207

    916,938

    Dec-12

    9,907

    765

    9,142

    492,349

    933,317

    Mar-13

    8,604

    878

    7,726

    500,075

    947,136

    Jun-13

    9,547

    7,091

    2,456

    502,531

    950,848

    Sep-13

    9,336

    1,311

    8,025

    510,556

    969,123

    Dec-13

    7,953

    741

    7,212

    517,768

    982,030

    Mar-14

    7,879

    989

    6,890

    524,658

    994,333

    Jun-14

    8,615

    7,660

    955

    525,613

    995,286

    Sep-14

    9,529

    462

    9,067

    534,680

    1,014,939

    Dec-14

    8,008

    595

    7,413

    542,093

    1,028,223

    Mar-15

    7,974

    615

    7,359

    549,452

    1,041,408

    Jun-15

    8,560

    3,010

    5,550

    555,002

    1,051,097

    Sep-15

    7,511

    47

    7,464

    562,466

    1,067,934

    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 2011 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 7 October 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-11

    16,496

    37,155

    162

    19,306

    113,961

    2,751

    2,925

    Sep-11

    15,551

    35,028

    158

    18,322

    116,011

    2,801

    2,951

    Dec-11

    15,839

    35,676

    160

    18,809

    118,421

    2,859

    2,967

    Mar-12

    16,798

    37,835

    168

    20,261

    121,282

    2,928

    2,997

    Jun-12

    14,442

    37,723

    172

    18,073

    135,092

    3,605

    3,166

    Sep-12

    15,135

    39,534

    177

    19,097

    136,703

    3,648

    3,205

    Dec-12

    15,935

    41,623

    178

    19,966

    138,502

    3,696

    3,214

    Mar-13

    16,797

    43,876

    183

    21,122

    140,746

    3,756

    3,237

    Jun-13

    17,007

    42,809

    184

    21,551

    144,458

    4,733

    3,429

    Sep-13

    18,135

    45,649

    190

    23,089

    145,547

    4,768

    3,457

    Dec-13

    18,894

    47,559

    195

    24,146

    146,819

    4,810

    3,478

    Mar-14

    19,363

    48,739

    197

    25,220

    148,418

    4,862

    3,500

    Jun-14

    21,210

    49,470

    165

    25,944

    150,400

    6,585

    3,597

    Sep-14

    21,344

    49,784

    166

    26,362

    151,217

    6,621

    3,602

    Dec-14

    21,997

    51,306

    169

    27,414

    152,250

    6,666

    3,603

    Mar-15

    23,462

    54,724

    178

    29,211

    153,593

    6,725

    3,612

    Jun-15

    23,511

    54,839

    175

    28,683

    155,629

    6,814

    3,653

    Sep-15

    22,584

    52,676

    174

    28,584

    156,376

    6,847

    3,641

     

     

    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-11

    124,998

    4,724

    1,399

    47,499

    14,617

    713

    12,401

    Sep-11

    110,891

    4,766

    1,424

    47,420

    14,592

    719

    12,513

    Dec-11

    113,836

    4,792

    1,453

    47,914

    14,744

    723

    12,581

    Mar-12

    124,424

    4,840

    1,488

    49,259

    15,158

    730

    12,707

    Jun-12

    117,623

    5,171

    2,502

    53,370

    16,097

    548

    12,130

    Sep-12

    127,816

    5,234

    2,525

    53,867

    16,246

    555

    12,279

    Dec-12

    136,775

    5,248

    2,615

    55,786

    16,825

    556

    12,311

    Mar-13

    148,393

    5,287

    2,676

    57,085

    17,217

    560

    12,402

    Jun-13

    142,285

    5,313

    8,859

    57,273

    17,337

    477

    12,810

    Sep-13

    156,306

    5,356

    9,162

    59,228

    17,929

    481

    12,915

    Dec-13

    161,400

    5,389

    9,630

    62,253

    18,845

    484

    12,993

    Mar-14

    164,897

    5,424

    9,899

    63,994

    19,372

    487

    13,077

    Jun-14

    173,159

    5,604

    15,402

    61,319

    19,929

    403

    14,357

    Sep-14

    171,575

    5,613

    15,738

    62,658

    20,364

    403

    14,379

    Dec-14

    176,626

    5,614

    16,237

    64,645

    21,010

    403

    14,382

    Mar-15

    194,966

    5,628

    16,714

    66,544

    21,627

    404

    14,418

    Jun-15

    183,177

    5,693

    17,795

    70,848

    23,026

    409

    14,584

    Sep-15

    166,976

    5,673

    17,965

    71,525

    23,246

    407

    14,534

     

     

    Overseas shares ($m)

    Overseas non-residential real property ($m)

    Overseas residential real property ($m)

    Overseas managed investments ($m)

    Other overseas assets ($m)

    Jun-11

    1,362

    85

    141

    313

    1,693

    Sep-11

    1,208

    75

    125

    278

    1,502

    Dec-11

    1,240

    77

    129

    285

    1,542

    Mar-12

    1,355

    84

    141

    312

    1,685

    Jun-12

    1,470

    94

    171

    299

    1,619

    Sep-12

    1,597

    102

    186

    325

    1,759

    Dec-12

    1,709

    109

    199

    348

    1,883

    Mar-13

    1,854

    118

    216

    377

    2,042

    Jun-13

    1,978

    108

    205

    396

    1,968

    Sep-13

    2,173

    119

    225

    435

    2,161

    Dec-13

    2,244

    122

    233

    449

    2,232

    Mar-14

    2,293

    125

    238

    459

    2,280

    Jun-14

    1,828

    111

    214

    504

    2,295

    Sep-14

    1,812

    110

    212

    499

    2,274

    Dec-14

    1,865

    113

    218

    514

    2,341

    Mar-15

    2,059

    125

    241

    567

    2,584

    Jun-15

    1,934

    117

    226

    533

    2,428

    Sep-15

    1,763

    107

    206

    486

    2,213

     

     

    Total Australian and overseas assets ($m)

    Borrowings ($m)

    Other Liabilities ($m)

    Total net Australian and overseas assets ($m)

    Jun-11

    402,700

    4,740

    3,482

    394,478

    Sep-11

    386,336

    4,825

    3,545

    377,966

    Dec-11

    394,047

    4,924

    3,617

    385,506

    Mar-12

    414,453

    5,040

    3,703

    405,710

    Jun-12

    423,366

    6,706

    3,651

    413,009

    Sep-12

    439,990

    6,786

    3,695

    429,509

    Dec-12

    457,477

    6,875

    3,744

    446,858

    Mar-13

    477,944

    6,988

    3,805

    467,151

    Jun-13

    483,180

    9,802

    3,951

    469,427

    Sep-13

    507,325

    9,876

    3,980

    493,469

    Dec-13

    522,173

    9,962

    4,015

    508,196

    Mar-14

    532,843

    10,071

    4,059

    518,714

    Jun-14

    552,496

    13,491

    4,584

    534,421

    Sep-14

    554,733

    13,564

    4,609

    536,560

    Dec-14

    567,374

    13,657

    4,640

    549,076

    Mar-15

    597,381

    13,777

    4,681

    578,922

    Jun-15

    594,076

    13,964

    4,745

    575,367

    Sep-15

    575,983

    14,029

    4,767

    557,187

      Last modified: 16 Dec 2015QC 47587