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Self-managed super funds: A statistical overview 2017–18

A statistical overview of the self-managed superannuation fund sector for 2017–18.

Last updated 21 June 2020

The ATO is the regulator of self-managed super funds (SMSFs). A key element of our role is to collect and publish data about the health and performance of the SMSF sector.

This annual overview provides key statistics and analysis of Australia's SMSF sector for the 2017–18 financial year.

To meet the needs of an increasingly sophisticated SMSF sector, this year we have provided more detailed data on SMSF expenses, including new and updated tables. This required some minor terminology updates to better describe the categories of expense data (tables 25, 26 and 27).

About the main source of data for our analysis and statistics.

See the size of the SMSF sector and other details on growth, payments, structure and service providers.

About the demographics and balances of SMSF members.

How SMSF investment performance is tracking.

The main source of data for these tables is lodged SMSF annual returns.

How data collection methods have changed over time and how this affects comparisons of SMSF data across years.

A list of common terms used in this overview.