• 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 11 January 2016.

    Population table - annual data

     

    Establishments

    Windups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun-11

    33,218

    7,229

    25,989

    440,134

    836,670

    Jun-12

    41,079

    7,695

    33,384

    473,518

    899,490

    Jun-13

    39,614

    10,786

    28,828

    502,346

    950,496

    Jun-14

    33,793

    11,475

    22,318

    524,664

    993,482

    Jun-15

    34,219

    7,260

    26,959

    551,623

    1,044,662

    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 11 January 2016.

    Population table - quarterly data

     

    Establishments

    Wind-ups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun-11

    9,609

    5,187

    4,422

    440,134

    836,670

    Sep-11

    10,593

    1,024

    9,569

    449,703

    857,662

    Dec-11

    8,925

    525

    8,400

    458,103

    872,635

    Mar-12

    9,883

    661

    9,222

    467,325

    889,063

    Jun-12

    11,678

    5,485

    6,193

    473,518

    899,490

    Sep-12

    11,553

    1,982

    9,571

    483,089

    916,714

    Dec-12

    9,907

    773

    9,134

    492,223

    933,078

    Mar-13

    8,604

    887

    7,717

    499,940

    946,880

    Jun-13

    9,550

    7,144

    2,406

    502,346

    950,496

    Sep-13

    9,336

    1,443

    7,893

    510,239

    968,521

    Dec-13

    7,957

    776

    7,181

    517,420

    981,369

    Mar-14

    7,881

    1,045

    6,836

    524,256

    993,569

    Jun-14

    8,619

    8,211

    408

    524,664

    993,482

    Sep-14

    9,540

    627

    8,913

    533,577

    1,012,842

    Dec-14

    8,017

    718

    7,299

    540,876

    1,025,909

    Mar-15

    8,002

    802

    7,200

    548,076

    1,038,789

    Jun-15

    8,660

    5,113

    3,547

    551,623

    1,044,662

    Sep-15

    9,504

    129

    9,375

    560,998

    1,064,946

    Dec-15

    5,787

    50

    5,737

    566,735

    1,075,267

    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 11 January 2016.

    Asset allocation tables ($m)

     

    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

    16,481

    37,146

    162

    19,290

    113,885

    2,749

    2,934

    Sep-11

    15,537

    35,018

    158

    18,307

    115,932

    2,798

    2,961

    Dec-11

    15,824

    35,666

    160

    18,793

    118,339

    2,856

    2,977

    Mar-12

    16,782

    37,824

    167

    20,244

    121,197

    2,925

    3,007

    Jun-12

    14,425

    37,727

    172

    18,050

    134,939

    3,598

    3,177

    Sep-12

    15,117

    39,537

    177

    19,073

    136,547

    3,641

    3,216

    Dec-12

    15,915

    41,626

    179

    19,940

    138,343

    3,689

    3,224

    Mar-13

    16,777

    43,879

    183

    21,095

    140,584

    3,749

    3,248

    Jun-13

    16,946

    42,776

    184

    21,458

    143,997

    4,712

    3,458

    Sep-13

    18,069

    45,611

    190

    22,986

    145,074

    4,747

    3,486

    Dec-13

    18,823

    47,516

    195

    24,037

    146,334

    4,788

    3,507

    Mar-14

    19,290

    48,693

    197

    25,104

    147,918

    4,840

    3,529

    Jun-14

    20,903

    49,436

    169

    25,596

    148,617

    6,474

    3,639

    Sep-14

    21,035

    49,747

    170

    26,076

    149,414

    6,509

    3,644

    Dec-14

    21,677

    51,265

    173

    27,119

    150,427

    6,553

    3,645

    Mar-15

    23,120

    54,677

    183

    28,899

    151,748

    6,611

    3,653

    Jun-15

    23,169

    54,794

    179

    28,336

    153,764

    6,699

    3,696

    Sep-15

    22,718

    53,729

    175

    28,420

    154,535

    6,732

    3,701

    Dec-15

    23,551

    55,697

    175

    28,356

    155,423

    6,771

    3,693

    Asset allocation tables ($m) continued 

     

    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

    124,907

    4,725

    1,398

    47,470

    14,610

    713

    12,400

    Sep-11

    110,809

    4,768

    1,423

    47,390

    14,585

    719

    12,512

    Dec-11

    113,752

    4,794

    1,452

    47,884

    14,737

    723

    12,579

    Mar-12

    124,330

    4,842

    1,487

    49,227

    15,151

    730

    12,705

    Jun-12

    117,467

    5,169

    2,521

    53,335

    16,092

    548

    12,129

    Sep-12

    127,645

    5,232

    2,544

    53,832

    16,242

    555

    12,277

    Dec-12

    136,591

    5,246

    2,635

    55,749

    16,820

    556

    12,309

    Mar-13

    148,193

    5,284

    2,696

    57,047

    17,212

    560

    12,400

    Jun-13

    141,699

    5,306

    8,873

    57,215

    17,348

    479

    12,810

    Sep-13

    155,654

    5,350

    9,176

    59,165

    17,939

    483

    12,914

    Dec-13

    160,718

    5,382

    9,644

    62,183

    18,854

    486

    12,992

    Mar-14

    164,190

    5,416

    9,913

    63,919

    19,380

    489

    13,075

    Jun-14

    170,487

    5,639

    15,554

    61,362

    19,987

    413

    14,395

    Sep-14

    168,916

    5,647

    15,893

    62,697

    20,422

    414

    14,416

    Dec-14

    173,879

    5,648

    16,396

    64,682

    21,069

    414

    14,418

    Mar-15

    191,927

    5,661

    16,877

    66,579

    21,687

    415

    14,453

    Jun-15

    180,328

    5,727

    17,969

    70,888

    23,090

    419

    14,621

    Sep-15

    167,883

    5,735

    18,510

    73,023

    23,786

    420

    14,641

    Dec-15

    178,378

    5,722

    18,709

    73,807

    24,041

    419

    14,608

    Asset allocation tables ($m) continued 

     

    Overseas shares ($m)

    Overseas non-residential real property ($m)

    Overseas residential real property ($m)

    Overseas managed investments ($m)

    Other overseas assets ($m)

    Jun-11

    1,361

    85

    141

    313

    1,692

    Sep-11

    1,207

    75

    125

    277

    1,501

    Dec-11

    1,239

    77

    129

    285

    1,541

    Mar-12

    1,354

    85

    141

    311

    1,684

    Jun-12

    1,468

    93

    171

    299

    1,617

    Sep-12

    1,595

    102

    186

    325

    1,757

    Dec-12

    1,707

    109

    199

    347

    1,880

    Mar-13

    1,852

    118

    216

    377

    2,040

    Jun-13

    1,977

    107

    206

    395

    1,967

    Sep-13

    2,172

    118

    227

    434

    2,160

    Dec-13

    2,243

    122

    234

    448

    2,231

    Mar-14

    2,291

    125

    239

    457

    2,279

    Jun-14

    1,860

    114

    225

    500

    2,285

    Sep-14

    1,843

    113

    223

    495

    2,264

    Dec-14

    1,897

    116

    230

    510

    2,330

    Mar-15

    2,094

    128

    253

    563

    2,572

    Jun-15

    1,968

    120

    238

    529

    2,417

    Sep-15

    1,832

    112

    222

    492

    2,250

    Dec-15

    1,946

    119

    236

    523

    2,391

    Asset allocation tables ($m) continued 

     

    Total Australian and overseas assets ($m)

    Borrowings ($m)

    Other Liabilities ($m)

    Total net Australian and overseas assets ($m)

    Jun-11

    402,459

    4,735

    3,482

    394,242

    Sep-11

    386,104

    4,820

    3,544

    377,739

    Dec-11

    393,807

    4,919

    3,617

    385,271

    Mar-12

    414,195

    5,035

    3,702

    405,457

    Jun-12

    422,995

    6,704

    3,653

    412,638

    Sep-12

    439,597

    6,784

    3,697

    429,117

    Dec-12

    457,065

    6,873

    3,745

    446,447

    Mar-13

    477,508

    6,986

    3,807

    466,715

    Jun-13

    481,914

    9,831

    3,956

    468,127

    Sep-13

    505,953

    9,905

    3,986

    492,063

    Dec-13

    520,736

    9,990

    4,020

    506,726

    Mar-14

    531,345

    10,098

    4,064

    517,183

    Jun-14

    547,656

    13,645

    4,638

    529,373

    Sep-14

    549,937

    13,719

    4,662

    531,556

    Dec-14

    562,447

    13,812

    4,694

    543,941

    Mar-15

    592,101

    13,933

    4,735

    573,433

    Jun-15

    588,950

    14,122

    4,800

    570,028

    Sep-15

    578,916

    14,191

    4,823

    559,902

    Dec-15

    594,564

    14,272

    4,851

    575,441

      Last modified: 26 Feb 2016QC 48036