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Details of the population growth and asset allocation of SMSFs.

Last updated 25 February 2016

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

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