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Population and asset allocation tables

Details of the population growth and asset allocation of SMSFs.

Last updated 13 July 2017

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 2016 extrapolated from 2014–15 data.

The data was extracted on 10 January 2017.

Population table – annual data

 

Establishments

Windups

Net establishments

Total number of SMSFs

Total members of SMSFs

Jun-12

41,072

7,795

33,277

473,326

899,124

Jun-13

39,614

10,936

28,678

502,004

949,846

Jun-14

33,822

12,016

21,806

523,810

991,857

Jun-15

34,408

11,797

22,611

546,421

1,034,415

Jun-16

33,102

7,190

25,912

572,333

1,083,791

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 2012 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 2014–15 return form data.

The data was extracted on 10 January 2017.

Population table – quarterly data

 

Establishments

Wind-ups

Net establishments

Total number of SMSFs

Total members of SMSFs

Jun-12

11,680

5,550

6,130

473,326

899,124

Sep-12

11,545

2,055

9,490

482,816

916,196

Dec-12

9,908

784

9,124

491,940

932,541

Mar-13

8,603

889

7,714

499,654

946,337

Jun-13

9,558

7,208

2,350

502,004

949,846

Sep-13

9,343

1,605

7,738

509,742

967,576

Dec-13

7,961

804

7,157

516,899

980,378

Mar-14

7,889

1,076

6,813

523,712

992,534

Jun-14

8,629

8,531

98

523,810

991,857

Sep-14

9,564

1,040

8,524

532,334

1,010,383

Dec-14

8,039

957

7,082

539,416

1,022,954

Mar-15

8,054

1,139

6,915

546,331

1,035,207

Jun-15

8,751

8,661

90

546,421

1,034,415

Sep-15

9,696

445

9,251

555,672

1,054,710

Dec-15

7,168

625

6,543

562,215

1,066,353

Mar-16

7,649

810

6,839

569,054

1,078,506

Jun-16

8,589

5,310

3,279

572,333

1,083,791

Sep-16

7,876

174

7,702

580,035

1,101,200

Dec-16

5,293

68

5,225

585,260

1,110,545

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 2012 through to June 2015 are estimates based on return form data for those financial years, with estimates for June 2016 and recent quarters extrapolated from 2014–15 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, 2014 and 2015 returns.

These are estimates of assets allocations for the total SMSF population. The data was extracted on 10 January 2017.

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-12

14,375

37,692

173

17,988

134,555

3,584

3,201

Sep-12

15,065

39,500

178

19,007

136,158

3,627

3,240

Dec-12

15,861

41,587

179

19,872

137,947

3,674

3,249

Mar-13

16,719

43,837

184

21,022

140,179

3,734

3,273

Jun-13

16,817

42,666

184

21,292

143,107

4,674

3,497

Sep-13

17,931

45,494

191

22,810

144,177

4,709

3,526

Dec-13

18,680

47,394

195

23,853

145,427

4,750

3,547

Mar-14

19,142

48,565

197

24,910

146,993

4,801

3,569

Jun-14

20,426

49,109

168

25,006

145,990

6,311

3,705

Sep-14

20,561

49,433

169

25,409

146,822

6,347

3,712

Dec-14

21,198

50,964

172

26,433

147,881

6,393

3,714

Mar-15

22,621

54,385

181

28,201

149,263

6,453

3,725

Jun-15

25,091

57,016

156

29,845

151,089

7,789

3,958

Sep-15

24,614

55,933

153

29,870

151,913

7,832

3,966

Dec-15

25,553

58,066

155

30,887

152,900

7,882

3,974

Mar-16

25,364

57,637

153

30,711

154,003

7,939

3,969

Jun-16

26,414

60,022

153

31,939

155,750

8,029

4,005

Sep-16

27,382

62,222

118

35,645

156,202

8,053

4,022

Dec-16

28,212

64,108

117

35,570

156,830

8,085

4,013

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-12

117,097

5,160

2,520

53,252

16,078

550

12,138

Sep-12

127,243

5,223

2,543

53,747

16,227

557

12,287

Dec-12

136,160

5,237

2,634

55,660

16,805

558

12,319

Mar-13

147,722

5,276

2,695

56,955

17,196

563

12,409

Jun-13

140,636

5,291

8,875

57,028

17,310

488

12,833

Sep-13

154,487

5,334

9,177

58,972

17,900

492

12,938

Dec-13

159,510

5,366

9,645

61,979

18,813

495

13,015

Mar-14

162,948

5,400

9,914

63,706

19,337

498

13,098

Jun-14

166,349

5,625

15,610

60,993

20,053

432

14,461

Sep-14

164,872

5,635

15,955

62,341

20,496

433

14,487

Dec-14

169,788

5,638

16,467

64,341

21,153

433

14,496

Mar-15

187,507

5,655

16,960

66,265

21,786

435

14,539

Jun-15

180,155

6,343

21,418

65,424

23,465

402

16,803

Sep-15

167,802

6,355

22,072

67,423

24,182

403

16,835

Dec-15

178,418

6,369

22,360

68,301

24,497

403

16,871

Mar-16

173,626

6,361

22,630

69,125

24,792

403

16,850

Jun-16

181,375

6,418

23,493

71,763

25,738

407

17,001

Sep-16

190,143

6,445

24,079

73,553

26,380

408

17,073

Dec-16

199,600

6,431

24,341

74,354

26,667

407

17,037

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-12

1,464

95

173

299

1,610

Sep-12

1,591

103

188

325

1,750

Dec-12

1,702

110

201

347

1,873

Mar-13

1,847

120

218

377

2,032

Jun-13

1,964

106

210

392

1,956

Sep-13

2,157

117

231

431

2,148

Dec-13

2,227

121

238

445

2,218

Mar-14

2,275

123

243

454

2,266

Jun-14

1,849

114

234

490

2,252

Sep-14

1,833

113

232

486

2,232

Dec-14

1,888

116

239

500

2,298

Mar-15

2,085

128

264

552

2,538

Jun-15

3,492

113

249

712

2,698

Sep-15

3,253

105

232

664

2,513

Dec-15

3,458

112

247

706

2,672

Mar-16

3,365

109

240

687

2,600

Jun-16

3,516

113

251

717

2,716

Sep-16

3,686

119

263

752

2,847

Dec-16

3,869

125

276

789

2,989

Asset allocation tables ($m) continued 

 

Total Australian and overseas assets ($m)

Borrowings ($m)

Other Liabilities ($m)

Total net Australian and overseas assets ($m)

Jun-12

422,004

6,706

3,660

411,638

Sep-12

438,558

6,969

3,803

427,785

Dec-12

455,976

7,246

3,954

444,776

Mar-13

476,355

7,570

4,131

464,654

Jun-13

479,327

9,831

3,972

465,524

Sep-13

503,221

10,322

4,170

488,729

Dec-13

517,917

10,623

4,292

503,002

Mar-14

528,440

10,839

4,379

513,222

Jun-14

539,177

13,816

4,751

520,609

Sep-14

541,567

13,878

4,772

522,917

Dec-14

554,113

14,199

4,883

535,031

Mar-15

583,542

14,953

5,142

563,447

Jun-15

596,220

18,030

5,452

572,738

Sep-15

586,118

17,724

5,359

563,035

Dec-15

603,832

18,260

5,521

580,051

Mar-16

600,564

18,161

5,492

576,911

Jun-16

619,819

18,743

5,668

595,408

Sep-16

639,391

19,335

5,847

614,209

Dec-16

653,823

19,772

5,979

628,073

QC51586