Appendix 1 – Data tables

• Appendix 1 data tables (XLS, 104KB)This link will download a file
• Table 1: Yearly SMSF population and asset size
• Table 2: SMSF age distribution
• Table 3: Contribution flows
• Table 4: Rollover flow (into and out of SMSFs)
• Table 5: Benefit payments
• Table 6: SMSF trustee type
• Table 7: SMSFs by payment phase
• Table 8: Audits performed by SFSF auditors
• Table 9: SAR lodgments per tax agent
• Table 10: Age ranges of SMSF members
• Table 11: SMSF members and non-SMSF members
• Table 12: Average and median asset sizes
• Table 13: Asset sizes in establishment year
• Table 14: Asset ranges, by fund and member size
• Table 15: SMSF asset allocations (2015)
• Table 16: Asset allocations by fund phase (2015)
• Table 17: Asset concentrations
• Table 18: Asset concentration by fund size (2015)
• Table 19: Asset concentration by type (2015)
• Table 20: Asset concentration by phase (2015)
• Table 21: Average ROA by fund size
• Table 22: Average expense ratios by fund size
• Table 23: Expense ratios
• Table 24: Average and median SMSF auditor fees
• Table 25: SMSF audit fee, by ranges
• Table 26: Types of contraventions reported to the ATO

Certain tables are from those reported in the Self-managed super fund statistical report, June 2016.

See also

To view data from before 2009, go to:

• Self-managed super fund statistical report – June 2012 
• Self-managed super fund statistical report – June 2013 
• To view the methodology document for the SMSF quarterly statistics, refer to Self-managed super fund quarterly statistics methodology    
  • This report does not address income tax issues relating to SMSFs. However, we release annual Taxation statistics presenting an overview of income tax returns, including for superannuation funds.