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Population and asset allocation tables

Last updated 9 October 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 2017 extrapolated from 2015–16 data.

The data was extracted on 12 July 2017.

Population table – annual data

 

Establishments

Windups

Net establishments

Total number of SMSFs

Total members of SMSFs

Jun 2012

41,072

7,850

33,222

473,166

898,818

Jun 2013

39,616

11,054

28,562

501,728

949,322

Jun 2014

33,823

12,189

21,634

523,362

991,006

Jun 2015

34,421

12,111

22,310

545,672

1,032,990

Jun 2016

33,194

10,551

22,643

568,315

1,070,796

Jun 2017

29,620

1,419

28,201

596,516

1,124,453

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 2015–16 return form data.

The data was extracted on 12 July 2017.

Population table – quarterly data

 

Establishments

Wind-ups

Net establishments

Total number of SMSFs

Total members of SMSFs

Jun 2012

11,679

5,573

6,106

473,166

898,818

Sep 2012

11,549

2,093

9,456

482,622

915,827

Dec 2012

9,906

794

9,112

491,734

932,149

Mar 2013

8,602

909

7,693

499,427

945,906

Jun 2013

9,559

7,258

2,301

501,728

949,322

Sep 2013

9,341

1,670

7,671

509,399

966,924

Dec 2013

7,961

823

7,138

516,537

979,690

Mar 2014

7,891

1,095

6,796

523,333

991,813

Jun 2014

8,630

8,601

29

523,362

991,006

Sep 2014

9,564

1,108

8,456

531,818

1,009,402

Dec 2014

8,041

976

7,065

538,883

1,021,941

Mar 2015

8,058

1,167

6,891

545,774

1,034,148

Jun 2015

8,758

8,860

-102

545,672

1,032,990

Sep 2015

9,705

623

9,082

554,754

1,047,515

Dec 2015

7,175

795

6,380

561,134

1,058,855

Mar 2016

7,674

1,012

6,662

567,796

1,070,679

Jun 2016

8,640

8,121

519

568,315

1,070,796

Sep 2016

7,978

314

7,664

575,979

1,087,803

Dec 2016

6,759

462

6,297

582,276

1,099,028

Mar 2017

7,351

462

6,889

589,165

1,111,313

Jun 2017

7,532

181

7,351

596,516

1,124,453

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 2016 are estimates based on return form data for those financial years. 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.

Estimates for June 2017 and other 2016–17 quarters are extrapolated from 2015–16 return form data. Due to superannuation new measures introduced from 1 July 2017, there may be differences in the level of contributions and benefit payments made in the 2017 financial year as compared to 2015-16 data. It is likely that significant revisions will be made to the estimated assets for these quarters when 2017 return data is incorporated into our statistics in June 2018.

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 later returns.

These are estimates of asset allocations for the total SMSF population. The data was extracted on 12 July 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 2012

14,355

37,677

172

17,964

134,396

3,579

3,210

Sep 2012

15,042

39,481

178

18,981

135,983

3,622

3,249

Dec 2012

15,835

41,563

179

19,842

137,757

3,669

3,257

Mar 2013

16,690

43,808

184

20,988

139,973

3,728

3,280

Jun 2013

16,775

42,629

184

21,236

142,771

4,662

3,514

Sep 2013

17,885

45,449

190

22,748

143,823

4,697

3,542

Dec 2013

18,630

47,342

195

23,785

145,053

4,737

3,563

Mar 2014

19,088

48,506

197

24,837

146,599

4,787

3,585

Jun 2014

20,320

49,007

167

24,881

145,330

6,275

3,740

Sep 2014

20,453

49,328

168

25,281

146,151

6,310

3,747

Dec 2014

21,085

50,852

171

26,296

147,194

6,356

3,749

Mar 2015

22,498

54,260

180

28,050

148,555

6,414

3,760

Jun 2015

24,602

56,706

156

29,433

149,446

7,662

4,038

Sep 2015

24,087

55,520

152

29,643

149,976

7,690

4,037

Dec 2015

24,962

57,535

155

30,583

150,672

7,725

4,039

Mar 2016

24,736

57,015

152

30,340

151,512

7,768

4,027

Jun 2016

29,410

63,191

139

31,995

157,100

9,726

4,235

Sep 2016

30,437

65,397

106

35,681

157,285

9,738

4,245

Dec 2016

31,949

68,645

106

36,542

157,699

9,763

4,254

Mar 2017

33,229

71,396

107

37,612

158,405

9,807

4,267

Jun 2017

33,257

71,455

107

37,695

159,686

9,886

4,276

 

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 2012

116,922

5,161

2,521

53,214

16,078

551

12,142

Sep 2012

127,040

5,223

2,544

53,703

16,226

557

12,290

Dec 2012

135,931

5,236

2,634

55,610

16,802

559

12,321

Mar 2013

147,460

5,274

2,695

56,898

17,191

563

12,410

Jun 2013

140,252

5,286

8,864

56,916

17,308

491

12,838

Sep 2013

154,050

5,329

9,165

58,849

17,896

495

12,941

Dec 2013

159,042

5,360

9,631

61,844

18,806

497

13,017

Mar 2014

162,451

5,394

9,898

63,560

19,328

501

13,098

Jun 2014

165,410

5,618

15,609

60,806

20,063

437

14,464

Sep 2014

163,932

5,627

15,954

62,147

20,505

437

14,489

Dec 2014

168,808

5,630

16,464

64,136

21,161

438

14,497

Mar 2015

186,408

5,646

16,955

66,048

21,792

439

14,538

Jun 2015

177,183

6,361

21,523

65,143

23,528

408

16,928

Sep 2015

164,694

6,361

22,139

67,009

24,202

408

16,927

Dec 2015

174,809

6,363

22,387

67,758

24,472

408

16,933

Mar 2016

169,827

6,345

22,620

68,464

24,727

407

16,884

Jun- 2016

187,331

6,649

25,355

66,267

28,148

300

17,400

Sep 2016

196,063

6,666

25,944

67,805

28,802

300

17,444

Dec 2016

205,542

6,679

27,267

71,262

30,270

301

17,479

Mar 2017

215,129

6,699

28,181

73,651

31,285

302

17,532

Jun 2017

212,210

6,714

28,610

74,772

31,761

303

17,571

 

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 2012

1,463

95

173

298

1,611

Sep 2012

1,590

104

188

324

1,751

Dec 2012

1,701

111

202

347

1,873

Mar 2013

1,845

120

219

376

2,032

Jun 2013

1,960

107

211

390

1,954

Sep 2013

2,153

117

232

429

2,147

Dec 2013

2,223

121

239

443

2,216

Mar 2014

2,271

123

244

452

2,264

Jun 2014

1,848

114

236

490

2,251

Sep 2014

1,831

113

234

485

2,231

Dec 2014

1,886

117

241

500

2,297

Mar 2015

2,082

129

266

552

2,537

Jun 2015

3,492

116

257

711

2,703

Sep 2015

3,246

108

239

660

2,513

Dec 2015

3,445

115

253

701

2,667

Mar 2016

3,347

111

246

681

2,591

Jun 2016

3,858

105

230

694

2,550

Sep 2016

4,038

110

240

727

2,669

Dec 2016

4,233

115

252

762

2,798

Mar 2017

4,431

121

264

797

2,928

Jun 2017

4,371

119

260

787

2,888

 

Asset allocation tables ($m) continued

 

Total Australian and overseas assets ($m)

Borrowings ($m)

Other Liabilities ($m)

Total net Australian and overseas assets ($m)

Jun 2012

421,582

6,707

3,669

411,207

Sep 2012

438,079

6,969

3,812

427,298

Dec 2012

455,437

7,245

3,963

444,229

Mar 2013

475,747

7,568

4,140

464,039

Jun 2013

478,348

9,824

3,983

464,541

Sep 2013

502,134

10,312

4,181

487,641

Dec 2013

516,744

10,612

4,302

501,829

Mar 2014

527,182

10,827

4,389

511,966

Jun 2014

537,065

13,837

4,766

518,462

Sep 2014

539,423

13,898

4,787

520,738

Dec 2014

551,875

14,219

4,897

532,759

Mar 2015

581,109

14,972

5,157

560,980

Jun 2015

590,398

18,204

5,492

566,702

Sep 2015

579,613

17,872

5,392

556,349

Dec 2015

595,982

18,376

5,544

572,062

Mar 2016

591,799

18,247

5,505

568,046

Jun 2016

634,683

19,481

5,165

610,037

Sep 2016

653,699

20,065

5,320

628,314

Dec 2016

675,918

20,747

5,500

649,671

Mar 2017

696,143

21,368

5,665

669,110

Jun 2017

696,728

21,386

5,670

669,672

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