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Population and asset allocation tables

Last updated 15 October 2019

The following tables contain details of:

  • SMSF population growth
  • asset allocation of SMSFs
  • number of SMSFs established or wound up during recent financial years (quarterly and annual data)
  • 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 2014, refer to historical data.

Population table – annual data

This table contains details of the number of SMSFs that were established or wound up during each financial year.

The establishment date is the date when an SMSF is deemed by the super law to come into existence. It can be different from the date the SMSF registers with us.

Wind-ups include both those initiated by trustees and those that occur as a result of our compliance and cleansing activity. Where the wind-up is initiated by the trustees, the year refers to the year the fund actually winds up, rather than the date this advice was received by us.

Net establishments are calculated as establishments less wind-ups.

The 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 total number of members of SMSFs is estimated based on SMSF return form data. The estimates for June 2019 are extrapolated from 2017–18 data.

The data for this table was extracted on 30 July 2019.

Population table – annual data

Year

Establishments

Windups

Net establishments

Total number of SMSFs

Total members of SMSFs

June 2019

19,945

2,120

17,825

599,678

1,125,201

June 2018

25,429

22,730

2,699

581,853

1,091,086

June 2017

30,472

13,792

16,680

579,154

1,091,554

June 2016

32,844

12,467

20,377

562,474

1,059,791

June 2015

33,767

13,087

20,680

542,097

1,026,270

June 2014

33,354

12,673

20,681

521,417

987,357

Population table – quarterly data

This table is similar to the population table – annual data but breaks the data down into each quarter since the June 2014 quarter.

Establishments and wind-ups for recent quarters may be understated because there is often a time lag between when the event occurs and when we receive notification from the SMSF. It is anticipated that the number of June 2019 quarter establishments and wind-ups will increase as more notifications are received.

Generally, we receive notifications of wind-ups as at the end of the financial year. This means the June quarters show significantly higher numbers of wind-ups than other quarters. Other quarters that show a high number of wind-ups may be due to our activities. For example, in recent years we cancelled around 9,000 SMSF Australian business numbers which were reflected in the September 2017 quarter.

Estimates of the total members of SMSFs for the September 2018 quarter onwards are extrapolated from 2017–18 return form data.

The data was extracted on 30 July 2019.

Population table – quarterly data

Quarter

Establishments

Windups

Net establishments

Total number of SMSFs

Total members of SMSFs

June 2019

4,486

193

4,293

599,678

1,125,201

March 2019

4,484

637

3,847

595,385

1,117,623

December 2018

4,789

745

4,044

591,538

1,110,884

September 2018

6,186

545

5,641

587,494

1,103,808

June 2018

5,924

10,548

-4,624

581,853

1,091,086

March 2018

5,928

1,643

4,285

586,477

1,100,431

December 2017

6,232

1,286

4,946

582,192

1,093,027

September 2017

7,345

9,253

-1,908

577,246

1,084,415

June 2017

8,393

10,563

-2,170

579,154

1,091,554

March 2017

7,381

1,366

6,015

581,324

1,096,494

December 2016

6,751

1,071

5,680

575,309

1,085,864

September 2016

7,947

792

7,155

569,629

1,075,804

June 2016

8,572

9,265

-693

562,474

1,059,791

March 2016

7,578

1,211

6,367

563,167

1,061,958

December 2015

7,086

985

6,101

556,800

1,050,683

September 2015

9,608

1,006

8,602

550,699

1,039,860

June 2015

8,596

9,337

-741

542,097

1,026,270

March 2015

7,880

1,378

6,502

542,838

1,028,623

December 2014

7,897

1,165

6,732

536,336

1,017,136

September 2014

9,394

1,207

8,187

529,604

1,005,214

June 2014

8,514

8,849

-335

521,417

987,357

Asset allocation tables

All data in these tables are estimates. The tables contain data on:

  • the amount of assets held for each type of asset listed on the SMSF annual return
  • borrowings and other liabilities
  • total and net Australian and overseas assets held.

The estimates are based on data provided by SMSFs reporting their financial position as at 30 June of the relevant financial year.

The figures for June 2014 through to June 2018 are based on return form data for those financial years. Each quarter, these estimates are updated as more return data becomes available.

Figures for September 2018 and subsequent quarters are extrapolated from 2017–18 return form data.

The 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.

The data was extracted on 30 July 2019.

Asset allocation table: Part 1

Quarter

Listed trusts ($m)

Unlisted trusts ($m)

Insurance policy ($m)

Other managed Investments ($m)

Cash and term deposits ($m)

Debt securities ($m)

Loans ($m)

June 2019

37,595

86,101

120

37,672

157,455

11,563

4,952

March 2019

36,120

82,724

121

37,882

157,461

11,564

4,979

December 2018

34,799

79,699

117

35,766

157,853

11,592

5,019

September 2018

36,835

84,361

123

37,497

158,364

11,630

5,036

June 2018

36,943

84,609

124

36,583

158,984

11,675

5,062

March 2018

29,929

77,496

158

32,988

164,249

10,576

4,850

December 2017

30,639

79,334

161

32,908

164,451

10,589

4,862

September 2017

29,440

76,229

160

32,040

164,946

10,621

4,874

June 2017

29,487

76,353

162

31,594

165,650

10,666

4,895

March 2017

30,633

71,595

108

35,733

150,636

9,009

4,584

December 2016

29,430

68,783

107

34,859

149,844

8,961

4,567

September 2016

28,033

65,517

107

33,271

149,426

8,936

4,557

June 2016

27,093

63,322

140

29,898

149,286

8,928

4,546

March 2016

24,125

56,168

149

29,405

148,663

7,553

4,097

December 2015

24,338

56,664

152

29,693

147,798

7,509

4,108

September 2015

23,477

54,659

150

28,828

147,059

7,471

4,105

June 2015

23,968

55,803

153

28,668

146,477

7,442

4,103

March 2015

22,198

53,739

179

27,495

146,919

6,318

3,812

December 2014

20,807

50,370

170

25,828

145,595

6,261

3,802

September 2014

20,185

48,864

167

24,880

144,571

6,217

3,800

June 2014

20,053

48,546

166

24,532

143,761

6,182

3,794

Asset allocation table: Part 2

Quarter

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)

June 2019

231,453

8,186

41,310

64,023

34,493

335

19,380

March 2019

215,466

8,232

41,004

63,549

34,238

337

19,488

December 2018

195,723

8,298

42,055

65,177

35,115

339

19,645

September 2018

215,337

8,327

42,888

66,469

35,811

341

19,713

June 2018

214,101

8,369

43,393

67,252

36,233

342

19,814

March 2018

191,992

7,922

42,124

68,711

35,682

368

19,449

December 2017

201,163

7,942

42,156

68,763

35,709

369

19,498

September 2017

188,420

7,961

41,581

67,826

35,222

370

19,546

June 2017

189,119

7,995

41,562

67,795

35,206

372

19,628

March 2017

197,579

7,084

30,056

74,713

32,308

354

17,857

December 2016

188,630

7,057

29,058

72,233

31,236

352

17,789

September 2016

179,902

7,041

27,644

68,717

29,716

352

17,751

June 2016

171,928

7,025

27,023

67,174

29,048

351

17,710

March 2016

165,598

6,322

22,530

67,617

24,664

418

16,850

December 2015

170,407

6,338

22,292

66,902

24,403

419

16,894

September 2015

160,489

6,334

22,037

66,137

24,124

419

16,882

June 2015

172,580

6,331

21,414

64,269

23,443

419

16,876

March 2015

183,992

5,615

16,865

65,443

21,717

445

14,490

December 2014

166,642

5,600

16,379

63,558

21,091

444

14,451

September 2014

161,838

5,597

15,872

61,590

20,438

444

14,444

June 2014

163,299

5,587

15,530

60,262

19,997

443

14,419

Asset allocation table: Part 3

Quarter

Overseas shares ($m)

Overseas non-residential real property ($m)

Overseas residential real property ($m)

Overseas managed investments ($m)

Other overseas assets ($m)

June 2019

8,471

129

288

1,150

2,883

March 2019

7,886

120

268

1,071

2,683

December 2018

7,164

109

243

973

2,438

September 2018

7,881

120

268

1,070

2,682

June 2018

7,836

119

266

1,064

2,666

March 2018

5,903

146

314

828

2,446

December 2017

6,185

153

329

867

2,563

September 2017

5,793

143

308

812

2,400

June 2017

5,815

144

309

815

2,409

March 2017

4,575

146

330

819

2,872

December 2016

4,367

139

315

782

2,742

September 2016

4,165

132

300

745

2,615

June 2016

3,981

127

287

712

2,499

March 2016

3,314

111

264

672

2,550

December 2015

3,410

114

272

691

2,624

September 2015

3,211

108

256

651

2,471

June 2015

3,453

116

275

700

2,657

March 2015

2,069

129

272

545

2,509

December 2014

1,874

117

247

494

2,272

September 2014

1,820

113

239

480

2,207

June 2014

1,836

114

242

484

2,227

Asset allocation table: Part 4

Quarter

Total Australian and overseas assets ($m)

Borrowings ($m)

Other Liabilities ($m)

Total net Australian and overseas assets ($m)

June 2019

747,560

23,134

6,077

718,349

March 2019

725,191

22,442

5,895

696,854

December 2018

702,125

21,728

5,708

674,689

September 2018

734,754

22,737

5,973

706,044

June 2018

735,438

22,759

5,978

706,701

March 2018

696,130

23,709

5,975

666,446

December 2017

708,642

24,135

6,082

678,425

September 2017

688,695

23,456

5,911

659,328

June 2017

689,976

23,500

5,922

660,554

March 2017

670,989

23,274

6,143

641,572

December 2016

651,250

22,590

5,962

622,698

September 2016

628,929

21,815

5,758

601,356

June 2016

611,081

21,196

5,595

584,290

March 2016

581,070

18,246

5,560

557,264

December 2015

585,029

18,371

5,598

561,060

September 2015

568,869

17,863

5,443

545,563

June 2015

579,151

18,186

5,541

555,424

March 2015

574,751

14,892

5,153

554,706

December 2014

546,000

14,147

4,895

526,958

September 2014

533,765

13,830

4,786

515,149

June 2014

531,473

13,771

4,765

512,937

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