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Population and asset allocation tables

Last updated 17 December 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 2015, 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 12 November 2019.

Population table – annual data

Year ended

Establishments

Windups

Net establishments

Total number of SMSFs

Total members of SMSFs

June 2019

20,439

8,240

12,199

592,918

1,112,438

June 2018

25,431

23,328

2,103

580,719

1,088,954

June 2017

30,437

14,038

16,399

578,616

1,090,541

June 2016

32,834

12,582

20,252

562,217

1,059,307

June 2015

33,764

13,158

20,606

541,965

1,026,019

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 2015 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 12 November 2019.

Population table – quarterly data

Quarter

Establishments

Windups

Net establishments

Total number of SMSFs

Total members of SMSFs

September 2019

5,778

114

5,664

598,582

1,124,699

June 2019

4,952

5,264

−312

592,918

1,112,438

March 2019

4,498

1,256

3,242

593,230

1,113,569

December 2018

4,800

1,056

3,744

589,988

1,107,969

September 2018

6,189

664

5,525

586,244

1,101,458

June 2018

5,928

11,005

−5,077

580,719

1,088,954

March 2018

5,927

1,686

4,241

585,796

1,099,151

December 2017

6,232

1,334

4,898

581,555

1,091,830

September 2017

7,344

9,303

−1,959

576,657

1,083,307

June 2017

8,382

10,696

−2,314

578,616

1,090,541

March 2017

7,368

1,404

5,964

580,930

1,095,752

December 2016

6,750

1,100

5,650

574,966

1,085,217

September 2016

7,937

838

7,099

569,316

1,075,214

June 2016

8,566

9,337

−771

562,217

1,059,307

March 2016

7,577

1,223

6,354

562,988

1,061,621

December 2015

7,085

987

6,098

556,634

1,050,369

September 2015

9,606

1,035

8,571

550,536

1,039,552

June 2015

8,596

9,371

−775

541,965

1,026,019

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 2015 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 12 November 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)

September 2019

36,898

87,954

102

38,568

154,526

11,153

5,155

June 2019

36,568

87,168

103

38,931

155,118

11,196

5,204

March 2019

35,241

84,005

119

37,487

155,044

11,191

5,198

December 2018

33,943

80,911

115

35,327

155,386

11,215

5,238

September 2018

35,919

85,621

122

37,038

155,848

11,249

5,255

June 2018

36,016

85,851

123

36,126

156,419

11,290

5,281

March 2018

29,736

77,171

159

32,749

163,526

10,495

4,892

December 2017

30,432

78,978

161

32,666

163,680

10,505

4,903

September 2017

29,232

75,865

161

31,798

164,123

10,533

4,914

June 2017

29,270

75,964

162

31,359

164,768

10,575

4,933

March 2017

30,540

71,452

107

35,624

150,352

8,986

4,593

December 2016

29,340

68,645

107

34,750

149,561

8,939

4,575

September 2016

27,946

65,384

107

33,162

149,139

8,914

4,565

June 2016

27,009

63,191

140

29,809

148,993

8,905

4,554

March 2016

24,093

56,140

149

29,359

148,493

7,545

4,106

December 2015

24,306

56,636

152

29,647

147,630

7,501

4,117

September 2015

23,446

54,632

150

28,783

146,891

7,464

4,114

June 2015

23,937

55,775

153

28,623

146,310

7,434

4,112

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)

September 2019

227,588

8,502

43,072

64,606

35,024

364

19,108

June 2019

224,371

8,582

42,913

64,369

34,895

368

19,288

March 2019

208,774

8,573

42,887

64,330

34,874

367

19,266

December 2018

189,594

8,639

43,973

65,959

35,757

370

19,416

September 2018

208,534

8,667

44,833

67,248

36,456

371

19,478

June 2018

207,286

8,709

45,349

68,023

36,876

373

19,573

March 2018

190,675

7,942

42,283

68,520

35,576

372

19,445

December 2017

199,723

7,960

42,303

68,552

35,592

373

19,488

September 2017

187,017

7,977

41,714

67,597

35,096

374

19,530

June 2017

187,650

8,008

41,681

67,544

35,069

375

19,606

March 2017

197,029

7,077

30,080

74,574

32,274

355

17,860

December 2016

188,103

7,050

29,081

72,098

31,203

353

17,792

September 2016

179,394

7,035

27,665

68,588

29,684

353

17,753

June 2016

171,437

7,019

27,043

67,045

29,016

352

17,711

March 2016

165,353

6,318

22,528

67,555

24,657

418

16,849

December 2015

170,155

6,334

22,289

66,840

24,396

419

16,894

September 2015

160,252

6,330

22,035

66,076

24,118

419

16,881

June 2015

172,325

6,327

21,412

64,210

23,436

419

16,875

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)

September 2019

8,876

137

339

1,180

3,011

June 2019

8,751

135

335

1,164

2,968

March 2019

8,142

125

311

1,083

2,762

December 2018

7,394

114

283

983

2,508

September 2018

8,133

125

311

1,081

2,759

June 2018

8,084

125

309

1,075

2,742

March 2018

5,887

145

319

829

2,444

December 2017

6,166

152

334

868

2,560

September 2017

5,774

143

313

813

2,397

June 2017

5,793

143

314

816

2,405

March 2017

4,576

145

331

817

2,868

December 2016

4,368

139

316

780

2,738

September 2016

4,166

132

301

743

2,611

June 2016

3,981

127

288

711

2,495

March 2016

3,311

111

264

671

2,546

December 2015

3,407

114

272

690

2,620

September 2015

3,209

108

256

650

2,467

June 2015

3,450

116

276

699

2,653

Asset allocation table: Part 4

Quarter

Total Australian and overseas assets
($m)

Borrowings
($m)

Other liabilities
($m)

Total net Australian and overseas assets
($m)

September 2019

746,164

24,481

6,332

715,351

June 2019

742,425

24,358

6,300

711,767

March 2019

719,780

23,615

6,108

690,057

December 2018

697,127

22,872

5,916

668,339

September 2018

729,050

23,920

6,187

698,943

June 2018

729,629

23,939

6,192

699,498

March 2018

693,163

23,844

6,008

663,311

December 2017

705,397

24,265

6,114

675,018

September 2017

685,371

23,576

5,940

655,855

June 2017

686,434

23,612

5,950

656,872

March 2017

669,639

23,302

6,153

640,184

December 2016

649,937

22,617

5,972

621,348

September 2016

627,642

21,841

5,767

600,034

June 2016

609,825

21,221

5,604

583,000

March 2016

580,466

18,247

5,564

556,655

December 2015

584,420

18,372

5,602

560,446

September 2015

568,279

17,864

5,447

544,968

June 2015

578,544

18,187

5,546

554,811

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