• Self–managed super fund statistical report – June 2013

    We publish regular statistical reports for the self–managed super fund (SMSF) market. The contents of this report have been worked out following valuable feedback from the superannuation industry.

    The information in this report includes:

    • SMSF population and asset allocation tables
      • population of SMSFs and members
      • asset allocation (break–up of assets into various classes).
    • Annual SMSF population analysis tables  
      • asset allocation by asset value of the fund
      • membership sizes (SMSFs with one, two, three or four members)
      • demographics (state break–up of SMSFs, members and assets)
      • member demographics (age and income of members)
      • total asset ranges (distribution of the size of SMSFs)
      • average and median assets (per member and per SMSF)
      • flow of funds (contributions, transfers, benefits and expenses).
    • SMSF quarterly establishment tables
      • demographics (state break up of SMSFs)
      • member demographics (age of new members)
      • member demographics (income range of new members).

    See also:

    It is worth noting that most of the information in this report is estimated, and caution should be taken when using or presenting this data. The estimates have been based on the data provided by SMSFs reporting their financial position as at 30 June of the relevant financial year.

    The SMSF population and asset allocation tables are updated on a quarterly basis. The next report will cover the period up to 30 September 2013 and should be available in November 2013. The remainder of the tables are updated annually when the June quarter updates are published.

    Next step:

    • Email us at SPR_smsfstats@ato.gov.au – If you would like to provide comments or have enquiries about this report. This email address is only for comments and questions about published SMSF data.

    Statistics explanatory notes

    General notes

    Much of the information in the statistical tables is estimated, based on data reported to us. Caution should be taken when using or presenting this data. The estimates have been based on data provided by SMSFs reporting their financial position as at 30 June of the relevant financial year.

    To view the methodology we use to produce the SMSF statistics, refer to Self–managed super fund quarterly statistics methodology.

    Rounding of figures may cause minor discrepancies to totals.

    The SMSF population, asset allocation and establishment tables are updated on a quarterly basis, with the remainder of the tables updated annually when the June quarter updates are published.

    Quarterly reports (as at the end of March, June, September and December each year) will generally be published between one to two months after the end of the quarter.

    Additional information

    From the June 2013 report, the 2011–12 annual return data has been incorporated into our estimation model – as a result, the estimates are a more accurate reflection of SMSF asset holdings.

    In addition, the following improvements were made to this report:

    • the asset allocation tables now includes borrowings, other liabilities and total net Australian and overseas assets amounts.
    • a number of tables no longer report historical data from before 2008 – to view all data from before 2008, refer to Self–managed super fund statistical report – June 2012.

    On 19 December 2012, we released Self–managed superannuation funds – A statistical overview 2010–11. Because the overview is based on historical data, it will differ from the more recent data in this June 2013 quarter SMSF statistical report. The statistical overview incorporating 2011–12 data is expected to be released in December 2013.

    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 2013 extrapolated from 2011–12 data.

    The data was extracted on 8 July 2013.

    SMSF population table – annual data

    Establishments

    Wind–ups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun–08

    31,628

    6,113

    25,515

    375,657

    713,077

    Jun–09

    32,596

    8,743

    23,853

    399,510

    758,827

    Jun–10

    29,924

    14,975

    14,949

    414,459

    788,026

    Jun–11

    33,198

    6,680

    26,518

    440,977

    838,282

    Jun–12

    41,017

    6,178

    34,839

    475,816

    899,539

    Jun–13

    35,776

    2,230

    33,546

    509,362

    963,852

    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 2008 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 2011–12 return form data.

    The data was extracted on 8 July 2013.

    Population table – quarterly data

    Establishments

    Wind–ups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun–08

    11,117

    4,791

    6,326

    375,657

    713,077

    Sep–08

    9,185

    1,334

    7,851

    383,508

    731,306

    Dec–08

    7,455

    978

    6,477

    389,985

    742,708

    Mar–09

    6,677

    883

    5,794

    395,779

    752,907

    Jun–09

    9,279

    5,548

    3,731

    399,510

    758,827

    Sep–09

    7,669

    1,482

    6,187

    405,697

    773,961

    Dec–09

    6,684

    633

    6,051

    411,748

    784,716

    Mar–10

    6,916

    640

    6,276

    418,024

    795,874

    Jun–10

    8,655

    12,220

    –3,565

    414,459

    788,026

    Sep–10

    8,523

    577

    7,946

    422,405

    805,771

    Dec–10

    7,613

    598

    7,015

    429,420

    818,256

    Mar–11

    7,464

    634

    6,830

    436,250

    830,406

    Jun–11

    9,598

    4,871

    4,727

    440,977

    838,282

    Sep–11

    10,577

    780

    9,797

    450,774

    855,307

    Dec–11

    8,917

    396

    8,521

    459,295

    870,516

    Mar–12

    9,875

    522

    9,353

    468,648

    887,201

    Jun–12

    11,648

    4,480

    7,168

    475,816

    899,539

    Sep–12

    11,504

    1,182

    10,322

    486,138

    922,397

    Dec–12

    9,843

    327

    9,516

    495,654

    939,394

    Mar–13

    8,398

    323

    8,075

    503,729

    953,813

    Jun–13

    6,031

    398

    5,633

    509,362

    963,852

    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 now also contain estimates of borrowings, other liabilities and total net Australian and overseas assets held by SMSFs.

    See also:

    The figures for June 2008 through to June 2012 are estimates based on return form data for those financial years, with estimates for June 2013 and recent quarters extrapolated from 2011–12 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.

    These estimates relate to the total SMSF population. The data was extracted on 8 July 2013.

    Asset allocation tables ($m)

    Listed trusts

    Unlisted trusts

    Insurance policy

    Other Managed Investments

    Cash and term deposits

    Debt securities

    Loans

    Jun–08

    23,709

    29,679

    239

    18,238

    81,600

    2,112

    2,286

    Sep–08

    22,566

    28,248

    236

    17,549

    83,799

    2,169

    2,337

    Dec–08

    20,795

    26,032

    221

    15,835

    86,127

    2,230

    2,360

    Mar–09

    20,995

    26,282

    216

    15,697

    89,033

    2,305

    2,403

    Jun–09

    17,997

    30,177

    193

    15,578

    94,098

    1,880

    2,383

    Sep–09

    20,531

    34,426

    209

    17,550

    96,189

    1,922

    2,417

    Dec–09

    21,700

    36,387

    214

    18,059

    97,671

    1,951

    2,444

    Mar–10

    22,548

    37,808

    217

    18,848

    99,237

    1,982

    2,489

    Jun–10

    17,414

    34,400

    180

    17,819

    96,849

    2,221

    2,525

    Sep–10

    18,216

    35,984

    186

    19,017

    98,439

    2,258

    2,556

    Dec–10

    18,903

    37,342

    189

    19,837

    100,600

    2,307

    2,585

    Mar–11

    19,420

    38,362

    191

    20,615

    103,088

    2,365

    2,647

    Jun–11

    16,882

    37,522

    163

    19,758

    115,669

    2,817

    2,848

    Sep–11

    15,919

    35,381

    159

    18,742

    117,824

    2,870

    2,875

    Dec–11

    16,243

    36,102

    162

    19,253

    120,351

    2,931

    2,893

    Mar–12

    17,188

    38,201

    169

    20,757

    123,336

    3,004

    2,924

    Jun–12

    15,307

    37,236

    177

    18,727

    142,525

    3,778

    2,890

    Sep–12

    16,123

    39,221

    183

    19,858

    144,992

    3,843

    2,941

    Dec–12

    17,043

    41,459

    185

    20,870

    147,628

    3,913

    2,963

    Mar–13

    17,998

    43,781

    191

    22,244

    150,704

    3,994

    2,999

    Jun–13

    18,096

    44,018

    193

    22,497

    154,147

    4,086

    3,033

    Asset allocation tables ($m)

    Listed Shares

    Unlisted Shares

    Derivatives and instalment warrants

    Non–residential real property

    Residential real property

    Artwork, collectibles, metal or jewels

    Other assets

    Jun–08

    102,833

    3,986

    421

    30,305

    10,631

    435

    10,671

    Sep–08

    93,187

    4,076

    432

    30,226

    10,604

    445

    10,913

    Dec–08

    77,391

    4,116

    444

    30,607

    10,737

    449

    11,019

    Mar–09

    77,173

    4,191

    459

    31,279

    10,973

    457

    11,219

    Jun–09

    92,926

    4,205

    496

    36,017

    11,533

    527

    11,268

    Sep–09

    113,341

    4,265

    507

    38,245

    12,247

    535

    11,430

    Dec–09

    117,873

    4,314

    515

    41,073

    13,152

    541

    11,560

    Mar–10

    120,484

    4,392

    524

    43,372

    13,889

    551

    11,769

    Jun–10

    111,970

    4,345

    755

    41,235

    13,169

    613

    11,106

    Sep–10

    121,533

    4,398

    768

    41,511

    13,257

    620

    11,243

    Dec–10

    127,703

    4,447

    784

    42,536

    13,584

    627

    11,368

    Mar–11

    133,063

    4,555

    804

    43,074

    13,756

    642

    11,643

    Jun–11

    127,862

    4,751

    1,418

    47,854

    14,677

    699

    12,400

    Sep–11

    113,514

    4,797

    1,444

    47,763

    14,649

    706

    12,520

    Dec–11

    116,605

    4,826

    1,475

    48,407

    14,847

    710

    12,596

    Mar–12

    127,525

    4,878

    1,512

    49,505

    15,183

    718

    12,731

    Jun–12

    125,336

    5,042

    2,260

    53,081

    15,859

    513

    11,808

    Sep–12

    136,872

    5,131

    2,299

    53,855

    16,090

    522

    12,016

    Dec–12

    147,152

    5,170

    2,341

    55,954

    16,717

    526

    12,108

    Mar–13

    160,333

    5,232

    2,390

    57,211

    17,093

    532

    12,254

    Jun–13

    158,169

    5,292

    2,444

    58,604

    17,509

    538

    12,393

    Asset allocation tables ($m)

    Overseas shares

    Overseas non–residential real property

    Overseas residential real property

    Overseas managed investments

    Other overseas assets

    Total Australian and overseas Assets ($m)

    Jun–08

    855

    60

    92

    327

    1,601

    320,080

    Sep–08

    775

    54

    84

    297

    1,450

    309,448

    Dec–08

    644

    45

    70

    246

    1,205

    290,573

    Mar–09

    642

    45

    69

    246

    1,201

    294,885

    Jun–09

    804

    71

    100

    285

    1,397

    321,936

    Sep–09

    980

    87

    123

    348

    1,703

    357,054

    Dec–09

    1,019

    90

    127

    362

    1,772

    370,824

    Mar–10

    1,042

    92

    130

    370

    1,811

    381,555

    Jun–10

    1,059

    87

    122

    314

    1,495

    357,676

    Sep–10

    1,149

    94

    132

    340

    1,623

    373,326

    Dec–10

    1,207

    99

    139

    358

    1,705

    386,320

    Mar–11

    1,258

    103

    145

    373

    1,777

    397,879

    Jun–11

    1,381

    82

    133

    322

    1,711

    408,950

    Sep–11

    1,226

    73

    118

    286

    1,519

    392,387

    Dec–11

    1,260

    75

    122

    293

    1,560

    400,712

    Mar–12

    1,378

    82

    133

    321

    1,706

    421,249

    Jun–12

    1,431

    79

    155

    289

    1,631

    438,122

    Sep–12

    1,563

    86

    169

    316

    1,781

    457,861

    Dec–12

    1,680

    93

    181

    340

    1,915

    478,237

    Mar–13

    1,831

    101

    198

    370

    2,086

    501,542

    Jun–13

    1,806

    99

    195

    365

    2,058

    505,542

    Asset allocation tables ($m)

    Borrowings

    Other Liabilities

    Total net Australian and overseas assets ($m)

    Jun–08

    502

    4,271

    315,307

    Sep–08

    516

    4,386

    304,547

    Dec–08

    530

    4,508

    285,535

    Mar–09

    548

    4,660

    289,677

    Jun–09

    1,306

    3,483

    317,147

    Sep–09

    1,335

    3,560

    352,159

    Dec–09

    1,356

    3,615

    365,853

    Mar–10

    1,377

    3,673

    376,505

    Jun–10

    2,920

    3,203

    351,553

    Sep–10

    2,968

    3,256

    367,102

    Dec–10

    3,033

    3,327

    379,959

    Mar–11

    3,108

    3,410

    391,362

    Jun–11

    4,706

    3,445

    400,799

    Sep–11

    4,794

    3,509

    384,085

    Dec–11

    4,896

    3,584

    392,231

    Mar–12

    5,018

    3,673

    412,558

    Jun–12

    6,278

    3,450

    428,394

    Sep–12

    6,386

    3,510

    447,964

    Dec–12

    6,502

    3,574

    468,161

    Mar–13

    6,638

    3,648

    491,256

    Jun–13

    6,790

    3,731

    495,021

    Changes have been made to the 2012 SMSF annual return labels. Derivatives and instalment warrants is now Limited recourse borrowing arrangements; and Artwork, collectibles, metal or jewels is now Collectables and personal use assets. The estimates above at these labels for the June 2013 quarter are based on the 2012 data collection.

    Annual SMSF population analysis tables

    The following tables contain demographic information of SMSFs, as well as individual members, as at 30 June 2013. 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 2008 through to 2012 financial years.

    See also:

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

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

    The data was extracted on 8 July 2013.

    Asset value ranges of funds – 2008

     

    $1–$50k

    >$50–$100k

    >$100–150k

    >$150–200k

    >$200–$500k

    >$500k–$1m

    >$1–$2m

    >$2–$5m

    >$5–$10m

    >$10m

    Listed trusts

    2.84%

    4.33%

    6.02%

    6.89%

    7.74%

    8.46%

    7.93%

    6.85%

    6.67%

    5.86%

    Unlisted trusts

    2.99%

    4.82%

    6.12%

    6.70%

    7.78%

    8.30%

    8.70%

    9.69%

    12.28%

    12.17%

    Insurance policy

    0.11%

    0.18%

    0.13%

    0.12%

    0.08%

    0.08%

    0.07%

    0.08%

    0.04%

    0.07%

    Other managed investments

    2.55%

    3.88%

    4.68%

    5.26%

    6.03%

    6.34%

    5.71%

    5.44%

    5.06%

    6.00%

    Cash and term deposits

    49.92%

    42.21%

    36.50%

    33.54%

    28.42%

    26.34%

    25.97%

    24.77%

    22.30%

    18.32%

    Debt securities

    0.23%

    0.30%

    0.24%

    0.32%

    0.44%

    0.57%

    0.63%

    0.74%

    0.73%

    1.12%

    Loans

    2.81%

    2.07%

    1.54%

    1.16%

    0.82%

    0.57%

    0.60%

    0.64%

    0.84%

    1.33%

    Listed shares

    24.89%

    29.22%

    30.74%

    31.04%

    31.30%

    31.55%

    31.70%

    31.98%

    33.35%

    37.52%

    Unlisted shares

    2.39%

    2.16%

    1.86%

    1.69%

    1.25%

    1.02%

    1.05%

    1.28%

    1.40%

    2.23%

    Derivatives and instalment warrants

    0.20%

    0.27%

    0.38%

    0.35%

    0.25%

    0.16%

    0.11%

    0.09%

    0.10%

    0.09%

    Non residential real property

    0.84%

    2.36%

    3.81%

    4.92%

    7.36%

    8.67%

    10.15%

    10.96%

    9.88%

    6.82%

    Residential real property

    0.36%

    1.13%

    1.94%

    2.59%

    4.04%

    3.96%

    3.51%

    3.22%

    2.42%

    1.75%

    Artwork, collectibles, metal or jewels

    0.76%

    0.70%

    0.46%

    0.37%

    0.23%

    0.15%

    0.11%

    0.11%

    0.09%

    0.06%

    Other assets

    7.68%

    5.13%

    4.60%

    4.13%

    3.50%

    3.16%

    2.99%

    3.24%

    3.48%

    4.76%

    Overseas shares

    0.44%

    0.33%

    0.27%

    0.29%

    0.21%

    0.17%

    0.20%

    0.28%

    0.48%

    0.54%

    Overseas non residential real property

    0.05%

    0.04%

    0.03%

    0.05%

    0.02%

    0.01%

    0.02%

    0.02%

    0.03%

    0.00%

    Overseas residential real property

    0.09%

    0.10%

    0.06%

    0.05%

    0.04%

    0.03%

    0.02%

    0.03%

    0.01%

    0.02%

    Overseas managed investments

    0.19%

    0.14%

    0.12%

    0.08%

    0.07%

    0.06%

    0.09%

    0.10%

    0.13%

    0.32%

    Other overseas assets

    0.66%

    0.62%

    0.49%

    0.46%

    0.42%

    0.39%

    0.43%

    0.49%

    0.72%

    1.02%

    Total

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    Asset value ranges of funds – 2009

     

    $1–$50k

    >$50–$100k

    >$100–150k

    >$150–200k

    >$200–$500k

    >$500k–$1m

    >$1–$2m

    >$2–$5m

    >$5–$10m

    >$10m

    Listed trusts

    2.70%

    4.16%

    5.34%

    5.98%

    6.55%

    6.49%

    5.74%

    5.03%

    4.84%

    3.68%

    Unlisted trusts

    2.59%

    4.46%

    5.65%

    6.21%

    7.12%

    7.86%

    8.55%

    10.06%

    13.55%

    16.72%

    Insurance policy

    0.09%

    0.12%

    0.08%

    0.09%

    0.07%

    0.07%

    0.06%

    0.07%

    0.04%

    0.01%

    Other managed investments

    2.82%

    3.83%

    4.51%

    5.15%

    5.46%

    5.40%

    4.83%

    4.44%

    3.94%

    5.45%

    Cash and term deposits

    49.98%

    42.98%

    38.01%

    36.23%

    31.51%

    30.04%

    29.73%

    28.44%

    25.77%

    21.81%

    Debt securities

    0.17%

    0.19%

    0.26%

    0.27%

    0.38%

    0.50%

    0.53%

    0.69%

    0.72%

    1.08%

    Loans

    2.38%

    2.03%

    1.68%

    0.99%

    0.82%

    0.56%

    0.61%

    0.67%

    0.90%

    1.73%

    Listed shares

    25.77%

    29.66%

    30.74%

    30.59%

    30.73%

    30.07%

    29.01%

    27.84%

    27.31%

    26.76%

    Unlisted shares

    1.92%

    2.06%

    1.88%

    1.61%

    1.19%

    1.05%

    1.07%

    1.34%

    1.72%

    2.72%

    Derivatives and instalment warrants

    0.17%

    0.32%

    0.36%

    0.36%

    0.25%

    0.17%

    0.12%

    0.10%

    0.17%

    0.19%

    Non residential real property

    0.64%

    1.82%

    3.26%

    4.36%

    7.18%

    9.55%

    11.74%

    13.53%

    13.64%

    10.97%

    Residential real property

    0.26%

    0.86%

    1.63%

    2.20%

    3.82%

    4.07%

    4.00%

    3.56%

    2.56%

    1.99%

    Artwork, collectibles, metal or jewels

    0.86%

    0.77%

    0.54%

    0.43%

    0.25%

    0.16%

    0.15%

    0.12%

    0.09%

    0.14%

    Other assets

    8.59%

    5.69%

    5.19%

    4.73%

    3.98%

    3.38%

    3.18%

    3.31%

    3.52%

    4.60%

    Overseas shares

    0.32%

    0.27%

    0.23%

    0.25%

    0.18%

    0.16%

    0.19%

    0.25%

    0.45%

    0.78%

    Overseas non residential real property

    0.03%

    0.04%

    0.02%

    0.03%

    0.02%

    0.02%

    0.02%

    0.02%

    0.04%

    0.06%

    Overseas residential real property

    0.08%

    0.10%

    0.10%

    0.05%

    0.05%

    0.04%

    0.03%

    0.03%

    0.00%

    0.01%

    Overseas managed investments

    0.12%

    0.11%

    0.09%

    0.08%

    0.06%

    0.05%

    0.08%

    0.10%

    0.10%

    0.29%

    Other overseas assets

    0.52%

    0.53%

    0.45%

    0.40%

    0.37%

    0.36%

    0.37%

    0.42%

    0.63%

    1.01%

    Total

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    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

    2.28%

    3.57%

    4.64%

    5.14%

    5.74%

    5.71%

    5.04%

    4.48%

    4.00%

    3.27%

    Unlisted trusts

    2.50%

    4.33%

    5.75%

    6.56%

    7.42%

    7.97%

    8.79%

    10.22%

    13.33%

    15.86%

    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

    2.46%

    3.43%

    4.37%

    4.97%

    5.48%

    5.38%

    5.11%

    4.80%

    4.34%

    4.57%

    Cash and term deposits

    52.72%

    44.04%

    39.08%

    35.80%

    30.62%

    28.70%

    27.72%

    25.72%

    23.00%

    19.51%

    Debt securities

    0.17%

    0.23%

    0.23%

    0.26%

    0.38%

    0.54%

    0.61%

    0.69%

    0.80%

    0.89%

    Loans

    2.27%

    2.07%

    1.60%

    1.22%

    0.80%

    0.54%

    0.59%

    0.60%

    0.83%

    1.65%

    Listed shares

    24.46%

    29.99%

    31.28%

    32.37%

    32.20%

    31.98%

    31.51%

    30.75%

    30.53%

    30.81%

    Unlisted shares

    2.03%

    2.11%

    1.75%

    1.65%

    1.11%

    0.95%

    0.99%

    1.22%

    1.68%

    2.26%

    Derivatives and instalment warrants

    0.15%

    0.28%

    0.32%

    0.37%

    0.32%

    0.25%

    0.17%

    0.14%

    0.22%

    0.39%

    Non residential real property

    0.64%

    1.77%

    3.17%

    4.15%

    7.44%

    9.82%

    11.77%

    13.80%

    13.96%

    11.51%

    Residential real property

    0.34%

    0.77%

    1.54%

    2.10%

    4.05%

    4.42%

    4.07%

    3.56%

    2.74%

    1.93%

    Artwork, collectibles, metal or jewels

    0.81%

    0.85%

    0.63%

    0.50%

    0.29%

    0.18%

    0.16%

    0.13%

    0.09%

    0.13%

    Other assets

    8.11%

    5.42%

    4.65%

    4.01%

    3.33%

    2.84%

    2.70%

    3.00%

    3.30%

    5.06%

    Overseas shares

    0.30%

    0.33%

    0.26%

    0.27%

    0.23%

    0.19%

    0.22%

    0.29%

    0.44%

    0.99%

    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%

    0.10%

    0.13%

    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%

    0.45%

    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%

    2.78%

    3.59%

    4.22%

    4.67%

    4.78%

    4.25%

    3.91%

    3.83%

    2.62%

    Unlisted trusts

    2.43%

    4.21%

    5.67%

    6.12%

    7.00%

    7.37%

    8.25%

    9.63%

    12.05%

    16.03%

    Insurance policy

    0.07%

    0.10%

    0.05%

    0.06%

    0.05%

    0.04%

    0.04%

    0.05%

    0.03%

    0.00%

    Other managed investments

    2.10%

    3.25%

    3.92%

    4.63%

    5.12%

    5.22%

    4.90%

    4.64%

    4.72%

    4.43%

    Cash and term deposits

    55.49%

    47.41%

    42.77%

    39.53%

    33.23%

    30.72%

    29.33%

    26.80%

    23.37%

    19.08%

    Debt securities

    0.16%

    0.23%

    0.26%

    0.29%

    0.42%

    0.61%

    0.71%

    0.74%

    0.77%

    1.04%

    Loans

    1.96%

    1.87%

    1.45%

    1.14%

    0.70%

    0.49%

    0.58%

    0.59%

    0.87%

    1.71%

    Listed shares

    22.98%

    27.61%

    29.18%

    30.36%

    30.86%

    31.13%

    31.34%

    31.30%

    31.55%

    32.20%

    Unlisted shares

    1.92%

    2.14%

    1.79%

    1.57%

    1.04%

    0.85%

    0.92%

    1.17%

    1.57%

    2.35%

    Derivatives and instalment warrants

    0.17%

    0.27%

    0.36%

    0.51%

    0.56%

    0.37%

    0.25%

    0.25%

    0.35%

    0.83%

    Non residential real property

    0.69%

    1.82%

    3.13%

    4.23%

    7.55%

    10.13%

    11.84%

    13.66%

    13.91%

    11.92%

    Residential real property

    0.42%

    0.87%

    1.44%

    2.03%

    4.48%

    4.62%

    3.98%

    3.39%

    2.36%

    1.50%

    Artwork, collectibles, metal or jewels

    1.01%

    0.97%

    0.83%

    0.58%

    0.32%

    0.19%

    0.15%

    0.12%

    0.11%

    0.07%

    Other assets

    7.61%

    5.27%

    4.52%

    3.87%

    3.21%

    2.79%

    2.75%

    2.94%

    3.33%

    3.98%

    Overseas shares

    0.35%

    0.32%

    0.29%

    0.31%

    0.26%

    0.21%

    0.23%

    0.31%

    0.49%

    1.18%

    Overseas non residential real property

    0.07%

    0.06%

    0.05%

    0.02%

    0.02%

    0.02%

    0.01%

    0.01%

    0.03%

    0.04%

    Overseas residential real property

    0.13%

    0.17%

    0.15%

    0.10%

    0.07%

    0.04%

    0.03%

    0.02%

    0.02%

    0.01%

    Overseas managed investments

    0.08%

    0.07%

    0.08%

    0.06%

    0.06%

    0.06%

    0.07%

    0.08%

    0.11%

    0.14%

    Other overseas assets

    0.49%

    0.57%

    0.46%

    0.39%

    0.39%

    0.34%

    0.36%

    0.39%

    0.53%

    0.86%

    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

    1.67%

    2.39%

    2.88%

    3.55%

    3.88%

    3.93%

    3.59%

    3.40%

    3.12%

    2.36%

    Unlisted trusts

    2.26%

    3.82%

    5.11%

    5.76%

    6.32%

    6.68%

    7.58%

    9.05%

    11.87%

    14.54%

    Insurance policy

    0.06%

    0.06%

    0.03%

    0.03%

    0.03%

    0.03%

    0.04%

    0.05%

    0.06%

    0.00%

    Other managed investments

    1.79%

    2.61%

    3.21%

    4.01%

    4.48%

    4.51%

    4.35%

    4.22%

    4.20%

    3.64%

    Cash and term deposits

    57.07%

    51.34%

    48.27%

    45.08%

    37.95%

    35.37%

    33.74%

    30.48%

    26.76%

    23.61%

    Debt securities

    0.14%

    0.21%

    0.33%

    0.30%

    0.56%

    0.78%

    0.85%

    0.93%

    1.08%

    1.15%

    Loans

    1.33%

    1.35%

    1.10%

    0.90%

    0.61%

    0.47%

    0.55%

    0.57%

    0.91%

    1.70%

    Listed shares

    22.71%

    25.87%

    26.74%

    27.82%

    28.29%

    28.51%

    28.71%

    28.74%

    28.74%

    28.81%

    Unlisted shares

    1.83%

    1.99%

    1.84%

    1.36%

    1.02%

    0.89%

    0.90%

    1.12%

    1.61%

    2.45%

    Derivatives and instalment warrants

    0.06%

    0.16%

    0.29%

    0.41%

    0.78%

    0.61%

    0.45%

    0.35%

    0.54%

    0.99%

    Non residential real property

    0.71%

    1.64%

    2.81%

    3.81%

    7.67%

    10.29%

    12.10%

    14.19%

    14.76%

    13.70%

    Residential real property

    0.49%

    1.00%

    1.36%

    1.98%

    4.57%

    4.77%

    3.97%

    3.41%

    2.31%

    1.15%

    Artwork, collectibles, metal or jewels

    0.64%

    0.54%

    0.53%

    0.34%

    0.18%

    0.13%

    0.11%

    0.08%

    0.10%

    0.08%

    Other assets

    8.25%

    5.84%

    4.52%

    3.83%

    2.95%

    2.41%

    2.40%

    2.61%

    2.91%

    3.78%

    Overseas shares

    0.37%

    0.34%

    0.33%

    0.31%

    0.27%

    0.21%

    0.22%

    0.31%

    0.46%

    1.10%

    Overseas non residential real property

    0.06%

    0.04%

    0.03%

    0.04%

    0.02%

    0.02%

    0.02%

    0.01%

    0.03%

    0.01%

    Overseas residential real property

    0.11%

    0.20%

    0.12%

    0.11%

    0.08%

    0.04%

    0.03%

    0.02%

    0.02%

    0.02%

    Overseas managed investments

    0.04%

    0.06%

    0.04%

    0.04%

    0.05%

    0.05%

    0.06%

    0.07%

    0.09%

    0.12%

    Other overseas assets

    0.42%

    0.53%

    0.44%

    0.31%

    0.31%

    0.30%

    0.33%

    0.37%

    0.43%

    0.80%

    Total

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    Changes have been made to the 2012 SMSF annual return labels. Derivatives and instalment warrants is now Limited recourse borrowing arrangements; and Artwork, collectibles, metal or jewels is now Collectables and personal use assets.

    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 2008 through to the 2012 years. These figures are based on SMSF annual return data.

    See also:

    The data was extracted on 8 July 2013.

    Proportion of funds (%)

    Number of members

    2007–08

    2008–09

    2009–10

    2010–11

    2011–12

    1

    23.8%

    23.2%

    22.7%

    22.7%

    22.7%

    2

    67.0%

    67.7%

    68.4%

    68.7%

    69.2%

    3

    4.6%

    4.5%

    4.4%

    4.2%

    3.9%

    4

    4.7%

    4.6%

    4.5%

    4.4%

    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.

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

    These figures are estimates based on SMSF annual return data for the 2008 to 2012 financial years.

    See also:

    The data was extracted on 8 July 2013.

    Funds

     

    2007–08

    2008–09

    2009–10

    2010–11

    2011–12

    ACT

    1.8%

    1.8%

    1.8%

    1.8%

    1.8%

    NSW

    31.5%

    31.5%

    31.5%

    31.6%

    31.8%

    NT

    0.2%

    0.2%

    0.2%

    0.2%

    0.2%

    QLD

    17.2%

    17.1%

    17.0%

    16.8%

    16.6%

    SA

    7.2%

    7.2%

    7.2%

    7.2%

    7.2%

    TAS

    1.5%

    1.5%

    1.4%

    1.4%

    1.4%

    VIC

    29.5%

    29.6%

    29.8%

    30.5%

    30.6%

    WA

    11.1%

    11.2%

    11.1%

    10.5%

    10.4%

    Members

     

    2007–08

    2008–09

    2009–10

    2010–11

    2011–12

    ACT

    1.8%

    1.8%

    1.8%

    1.8%

    1.8%

    NSW

    31.6%

    31.6%

    31.5%

    31.6%

    31.8%

    NT

    0.2%

    0.2%

    0.2%

    0.2%

    0.2%

    QLD

    17.3%

    17.2%

    17.1%

    16.9%

    16.7%

    SA

    7.3%

    7.2%

    7.2%

    7.2%

    7.2%

    TAS

    1.5%

    1.4%

    1.4%

    1.4%

    1.4%

    VIC

    29.3%

    29.4%

    29.7%

    30.3%

    30.6%

    WA

    11.1%

    11.1%

    11.1%

    10.5%

    10.3%

    Assets

     

    2007–08

    2008–09

    2009–10

    2010–11

    2011–12

    ACT

    1.8%

    1.8%

    1.8%

    1.8%

    1.8%

    NSW

    32.0%

    32.1%

    32.0%

    32.1%

    32.5%

    NT

    0.2%

    0.2%

    0.2%

    0.2%

    0.2%

    QLD

    17.2%

    17.2%

    17.0%

    16.6%

    16.5%

    SA

    7.0%

    7.0%

    7.1%

    7.1%

    7.1%

    TAS

    1.3%

    1.3%

    1.3%

    1.3%

    1.3%

    VIC

    30.0%

    30.0%

    30.1%

    30.7%

    30.7%

    WA

    10.6%

    10.5%

    10.6%

    10.2%

    10.0%

    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 2013. The data behind this table was extracted on 8 July 2013 and is an estimate based on Australian Business Register (ABR) data.

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

    Age ranges

    Male

    Female

    Total

    <25

    1.1%

    1.1%

    1.1%

    25–34

    4.0%

    4.0%

    4.0%

    35–44

    11.9%

    13.7%

    12.7%

    45–54

    22.7%

    25.3%

    23.9%

    55–64

    31.6%

    33.1%

    32.3%

    >64

    28.8%

    22.8%

    25.9%

    Unknown

    ..

    ..

    ..

    Total

    100%

    100%

    100%

    All ages

    52.9%

    47.1%

    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 2012. The data was extracted on 8 July 2013 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

    19.7%

    27.0%

    23.1%

    >$20,000–$40,000

    16.7%

    21.8%

    19.1%

    >$40,000–$60,000

    12.0%

    14.0%

    12.9%

    >$60,000–$80,000

    11.5%

    11.2%

    11.4%

    >$80,000–$100,000

    8.2%

    6.9%

    7.6%

    >$100,000–$200,000

    17.4%

    10.9%

    14.4%

    >$200,000–$500,000

    8.1%

    3.4%

    5.9%

    >$500,000

    2.7%

    0.8%

    1.8%

    Unknown

    3.7%

    4.0%

    3.8%

    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 2008 to 2012 financial years.

    See also:

    The data was extracted on 8 July 2013.

    Asset ranges

    2007–08

    2008–09

    2009–10

    2010–11

    2011–12

    $0–$50,000

    9.9%

    8.1%

    7.5%

    6.9%

    6.7%

    >$50,000–$100,000

    6.5%

    7.0%

    6.4%

    5.7%

    5.5%

    >$100,000–$200,000

    11.8%

    12.6%

    12.0%

    11.3%

    11.1%

    >$200,000–$500,000

    24.7%

    26.1%

    25.6%

    25.3%

    25.6%

    >$500,000–$1m

    21.6%

    22.0%

    22.4%

    22.9%

    23.4%

    >$1m–$2m

    15.7%

    15.2%

    16.0%

    16.9%

    16.9%

    >$2m–$5m

    8.4%

    7.7%

    8.5%

    9.1%

    9.0%

    >$5m–$10m

    1.3%

    1.1%

    1.3%

    1.6%

    1.5%

    >$10m

    0.3%

    0.2%

    0.3%

    0.3%

    0.3%

    Total

    100%

    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 2008 to 2012 financial years.

    See also:

    The data was extracted on 8 July 2013.

     

    2007–08

    2008–09

    2009–10

    2010–11

    2011–12

    Average assets per member

    450,913

    428,016

    458,356

    494,133

    486,602

    Median assets per member

    268,819

    252,655

    270,835

    290,340

    292,203

    Average assets per SMSF

    853,710

    813,446

    872,238

    936,771

    928,724

    Median assets per SMSF

    484,088

    453,669

    485,920

    518,674

    518,428

    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.

    We expect that changes to the 2012–13 SMSF annual return will allow us to provide additional operating expense reporting in the future.

    These figures are estimates based on SMSF annual return data for the 2008 to 2012 financial years.

    See also:

    The data was extracted on 8 July 2013.

     

    Contributions

    Transfers

    Benefit payments

    Admin & investment expenses

    Member contributions

    Employer contributions

    Other contributions

    Inward transfers

    Outward transfers

    2007–08

    20,845

    9,974

    925

    15,468

    4,609

    19,004

    1,558

    2008–09

    17,455

    10,123

    419

    13,056

    3,460

    16,623

    1,468

    2009–10

    14,164

    6,774

    434

    13,877

    4,243

    17,153

    1,489

    2010–11

    16,675

    7,041

    391

    15,740

    4,235

    19,369

    1,558

    2011–12

    18,557

    7,280

    482

    15,967

    3,524

    22,310

    1,618

    June 2013 quarter establishment tables

    The following tables relate to funds established between 1 April 2013 and 30 June 2013. 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. Due to system issues, the June 2013 quarter establishment tables should be considered estimates only.

    2013 quarterly establishments demographic table – location

    This table contains the proportion of funds located across the different states and territories of , for SMSFs established during the June 2013 quarter.Australia

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

    The data behind this table was extracted on 8 July 2013 based on ABR data as at that date.

     

    ACT

    NSW

    NT

    QLD

    SA

    TAS

    VIC

    WA

    Number of funds

    1.4%

    35.5%

    0.3%

    17.5%

    6.0%

    1.1%

    30.6%

    7.7%

    2013 quarterly establishments demographic table – age ranges

    This table contains an age distribution of individual members of SMSFs established during the June 2013 quarter.

    The data behind this table was extracted on 8 July 2013 based on ABR data as at that date.

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

    Age ranges

    Male

    Female

    Total

    < 25

    1.9%

    1.7%

    1.8%

    25–34

    10.6%

    12.3%

    11.4%

    35–44

    27.3%

    27.9%

    27.6%

    45–54

    30.4%

    30.8%

    30.6%

    55–64

    22.7%

    22.5%

    22.6%

    >64

    7.1%

    4.8%

    6.0%

    Unknown

    ..

    ..

    ..

    Total

    100.0%

    100.0%

    100.0%

    All ages

    52.8%

    47.2%

    100.0%

    2013 quarterly establishments demographic table – income ranges

    This table contains an approximate distribution of the taxable income of the members of SMSFs established during the June 2013 quarter. The data was extracted on 8 July 2013 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

    7.5%

    17.5%

    12.3%

    >$20,000–$40,000

    12.0%

    20.3%

    15.9%

    >$40,000–$60,000

    14.6%

    18.7%

    16.5%

    >$60,000–$80,000

    15.7%

    14.7%

    15.3%

    >$80,000–$100,000

    13.2%

    8.0%

    10.7%

    >$100,000–$200,000

    24.6%

    12.5%

    18.9%

    >$200,000–$500,000

    8.2%

    2.7%

    5.6%

    >$500,000

    2.1%

    0.7%

    1.5%

    Unknown

    2.1%

    4.8%

    3.4%

    Total

    100.0%

    100.0%

    100.0%

      Last modified: 20 Sep 2013QC 36856