• Tables

    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.

    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 2014 extrapolated from 2012–13 data.

    The data was extracted on 9 July 2014.

     

    Establishments

    Windups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun-09

    32,604

    8,843

    23,761

    399,386

    758,589

    Jun-10

    29,940

    15,088

    14,852

    414,238

    787,602

    Jun-11

    33,215

    7,057

    26,158

    440,396

    837,171

    Jun-12

    41,066

    7,304

    33,762

    474,158

    900,714

    Jun-13

    39,559

    9,676

    29,883

    504,041

    953,722

    Jun-14

    32,484

    2,349

    30,135

    534,176

    1,011,686

    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 2009 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 the ATO receives notification from the SMSF. In addition, recent quarter estimates of the total members of SMSFs are extrapolated from 2012–13 return form data.

    The data was extracted on 9 July 2014.

     

    Establishments

    Wind-ups

    Net establishments

    Total number of SMSFs

    Total members of SMSFs

    Jun-09

    9,281

    5,584

    3,697

    399,386

    758,589

    Sep-09

    7,671

    1,537

    6,134

    405,520

    773,623

    Dec-09

    6,687

    648

    6,039

    411,559

    784,355

    Mar-10

    6,921

    663

    6,258

    417,817

    795,477

    Jun-10

    8,661

    12,240

    -3,579

    414,238

    787,602

    Sep-10

    8,526

    658

    7,868

    422,106

    805,199

    Dec-10

    7,617

    622

    6,995

    429,101

    817,646

    Mar-11

    7,465

    683

    6,782

    435,883

    829,704

    Jun-11

    9,607

    5,094

    4,513

    440,396

    837,171

    Sep-11

    10,591

    935

    9,656

    450,052

    858,328

    Dec-11

    8,923

    509

    8,414

    458,466

    873,328

    Mar-12

    9,878

    636

    9,242

    467,708

    889,795

    Jun-12

    11,674

    5,224

    6,450

    474,158

    900,714

    Sep-12

    11,542

    1,677

    9,865

    484,023

    918,490

    Dec-12

    9,903

    694

    9,209

    493,232

    934,996

    Mar-13

    8,592

    833

    7,759

    500,991

    948,879

    Jun-13

    9,522

    6,472

    3,050

    504,041

    953,722

    Sep-13

    9,291

    829

    8,462

    512,503

    972,827

    Dec-13

    7,903

    390

    7,513

    520,016

    986,311

    Mar-14

    7,599

    465

    7,134

    527,150

    999,106

    Jun-14

    7,691

    665

    7,026

    534,176

    1,011,686

    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.

    Find out more

    To view figures for June 2004 – June 2007, refer to Self-managed super fund statistical report - June 2012.

    For June 2008 figures, refer to Self-Managed super fund statistical report - June 2013.

    End of find out more

    The figures for June 2009 through to June 2013 are estimates based on return form data for those financial years, with estimates for June 2014 and recent quarters extrapolated from 2012–13 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.

    Attention

    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 2013 data collection.  

    End of attention

    These estimates relate to the total SMSF population. The data was extracted on 9 July 2014.

     

    Listed trusts

    Unlisted trusts

    Insurance policy

    Other managed investments

    Cash and term deposits

    Debt securities

    Loans

    Jun-09

    17,935

    30,110

    192

    15,521

    93,828

    1,876

    2,391

    Sep-09

    20,441

    34,317

    208

    17,484

    95,909

    1,917

    2,425

    Dec-09

    21,609

    36,278

    213

    18,015

    97,385

    1,947

    2,453

    Mar-10

    22,418

    37,637

    216

    18,754

    98,945

    1,978

    2,497

    Jun-10

    17,284

    34,278

    178

    17,679

    96,258

    2,202

    2,550

    Sep-10

    18,069

    35,835

    184

    18,800

    97,833

    2,238

    2,581

    Dec-10

    18,760

    37,205

    187

    19,587

    99,976

    2,287

    2,610

    Mar-11

    19,285

    38,246

    189

    20,327

    102,445

    2,344

    2,673

    Jun-11

    16,621

    37,258

    161

    19,458

    114,664

    2,774

    2,894

    Sep-11

    15,681

    35,151

    157

    18,482

    116,808

    2,826

    2,922

    Dec-11

    15,983

    35,827

    159

    18,987

    119,321

    2,887

    2,940

    Mar-12

    16,962

    38,022

    167

    20,468

    122,290

    2,959

    2,972

    Jun-12

    14,662

    37,933

    173

    18,288

    136,799

    3,659

    3,091

    Sep-12

    15,378

    39,787

    179

    19,343

    138,550

    3,706

    3,132

    Dec-12

    16,204

    41,924

    180

    20,243

    140,493

    3,758

    3,143

    Mar-13

    17,095

    44,229

    185

    21,435

    142,890

    3,822

    3,169

    Jun-13

    17,748

    41,916

    184

    22,129

    150,236

    4,800

    3,232

    Sep-13

    18,965

    44,791

    191

    23,754

    151,708

    4,847

    3,266

    Dec-13

    19,780

    46,716

    196

    24,924

    153,347

    4,899

    3,292

    Mar-14

    20,334

    48,024

    199

    25,413

    155,297

    4,962

    3,320

    Jun-14

    20,700

    48,888

    200

    25,587

    157,856

    5,043

    3,358

     

     

    Listed shares

    Unlisted shares

    Limited recourse borrowing arrangements

    Non-residential real property

    Residential real property

    Collectables and personal use assets

    Other assets

    Jun-09

    92,630

    4,191

    497

    35,960

    11,522

    530

    11,262

    Sep-09

    112,977

    4,252

    508

    38,111

    12,211

    537

    11,423

    Dec-09

    117,492

    4,300

    516

    40,944

    13,119

    543

    11,553

    Mar-10

    120,094

    4,377

    524

    43,104

    13,811

    553

    11,762

    Jun-10

    111,194

    4,332

    755

    41,129

    13,126

    617

    11,116

    Sep-10

    120,685

    4,385

    768

    41,356

    13,198

    625

    11,253

    Dec-10

    126,805

    4,433

    784

    42,420

    13,538

    632

    11,377

    Mar-11

    132,124

    4,540

    804

    43,015

    13,727

    647

    11,652

    Jun-11

    125,910

    4,731

    1,404

    47,658

    14,638

    712

    12,398

    Sep-11

    111,789

    4,778

    1,430

    47,612

    14,624

    719

    12,519

    Dec-11

    114,841

    4,807

    1,461

    48,143

    14,787

    723

    12,595

    Mar-12

    125,606

    4,859

    1,497

    49,530

    15,213

    731

    12,731

    Jun-12

    119,359

    5,182

    2,473

    53,638

    16,121

    541

    12,106

    Sep-12

    129,806

    5,250

    2,505

    54,184

    16,285

    548

    12,265

    Dec-12

    139,017

    5,268

    2,540

    56,161

    16,879

    550

    12,308

    Mar-13

    150,945

    5,312

    2,583

    57,517

    17,287

    555

    12,409

    Jun-13

    149,948

    5,642

    8,314

    56,614

    17,038

    440

    12,381

    Sep-13

    165,064

    5,701

    8,395

    58,674

    17,659

    445

    12,511

    Dec-13

    170,784

    5,748

    8,486

    61,684

    18,564

    449

    12,612

    Mar-14

    174,797

    5,796

    8,594

    63,688

    19,167

    452

    12,717

    Jun-14

    177,617

    5,863

    8,735

    64,953

    19,548

    458

    12,865

     

     

    Overseas shares

    Overseas non-residential real property

    Overseas residential real property

    Overseas managed investments

    Other overseas assets

    Jun-09

    801

    72

    102

    284

    1,394

    Sep-09

    977

    87

    125

    347

    1,700

    Dec-09

    1,016

    91

    130

    361

    1,768

    Mar-10

    1,038

    93

    133

    369

    1,807

    Jun-10

    1,053

    87

    124

    311

    1,491

    Sep-10

    1,143

    94

    134

    337

    1,619

    Dec-10

    1,201

    99

    141

    355

    1,701

    Mar-11

    1,251

    103

    147

    369

    1,772

    Jun-11

    1,368

    84

    138

    316

    1,704

    Sep-11

    1,215

    74

    123

    281

    1,512

    Dec-11

    1,248

    76

    126

    289

    1,554

    Mar-12

    1,365

    84

    138

    316

    1,699

    Jun-12

    1,476

    94

    162

    302

    1,623

    Sep-12

    1,605

    102

    176

    328

    1,765

    Dec-12

    1,719

    109

    188

    352

    1,891

    Mar-13

    1,867

    118

    204

    382

    2,053

    Jun-13

    1,927

    101

    178

    369

    1,966

    Sep-13

    2,121

    111

    196

    406

    2,165

    Dec-13

    2,195

    115

    203

    420

    2,240

    Mar-14

    2,246

    117

    208

    430

    2,292

    Jun-14

    2,282

    119

    211

    437

    2,329

     

     

    Total Australian and overseas assets ($m)

    Borrowings

    Other Liabilities

    Total net Australian and overseas assets ($m)

    Jun-09

    321,096

    1,305

    3,489

    316,302

    Sep-09

    355,956

    1,334

    3,567

    351,055

    Dec-09

    369,732

    1,355

    3,623

    364,753

    Mar-10

    380,110

    1,378

    3,685

    375,047

    Jun-10

    355,763

    2,927

    3,218

    349,618

    Sep-10

    371,138

    2,975

    3,271

    364,892

    Dec-10

    384,097

    3,040

    3,343

    377,714

    Mar-11

    395,659

    3,117

    3,427

    389,115

    Jun-11

    404,893

    4,730

    3,473

    396,690

    Sep-11

    388,704

    4,818

    3,538

    380,349

    Dec-11

    396,756

    4,920

    3,613

    388,223

    Mar-12

    417,608

    5,040

    3,701

    408,867

    Jun-12

    427,682

    6,659

    3,632

    417,391

    Sep-12

    444,895

    6,744

    3,679

    434,473

    Dec-12

    462,927

    6,839

    3,730

    452,358

    Mar-13

    484,057

    6,957

    3,795

    473,305

    Jun-13

    495,163

    9,221

    3,773

    482,169

    Sep-13

    520,970

    9,312

    3,810

    507,849

    Dec-13

    536,653

    9,412

    3,851

    523,389

    Mar-14

    548,052

    9,534

    3,901

    534,618

    Jun-14

    557,050

    9,695

    3,967

    543,388

    Annual SMSF population analysis tables

    The following tables contain demographic information of SMSFs, as well as individual members, as at 30 June 2014. They also include a more detailed analysis of asset allocation of SMSFs, as well as estimates of the total amount of ‘flows’ into and out of SMSFs. These tables are updated on an annual basis, when the June quarter updates are published.

    Asset allocation by asset value of the fund table

    This table contains the approximate distribution of assets held by SMSFs of different size, based on total fund assets. These tables are based on actual return data for the 2009 through to 2013 financial years.

    Find out more

    To view figures for June 2004 – June 2007, refer to Self-managed super fund statistical report - June 2012.

    For June 2008 figures, refer to Self-Managed super fund statistical report - June 2013.

    End of find out more

    The data provided by SMSFs is reporting their financial position as at 30 June of the relevant financial year.

    The data was extracted on 9 July 2014.

    Asset value ranges of funds


    2009

    $1-
    $50k

    >$50-
    $100k

    >$100-
    150k

    >$150-
    200k

    >$200-
    $500k

    >$500k
    -$1m

    >$1-
    $2m

    >$2-
    $5m

    >$5-
    $10m

    >$10m

    Listed
    trusts

    2.68%

    4.15%

    5.33%

    5.97%

    6.54%

    6.49%

    5.73%

    5.02%

    4.84%

    3.68%

    Unlisted
    trusts

    2.60%

    4.48%

    5.67%

    6.23%

    7.14%

    7.87%

    8.56%

    10.06%

    13.54%

    16.72%

    Insurance
    policy

    0.09%

    0.12%

    0.08%

    0.09%

    0.07%

    0.07%

    0.06%

    0.07%

    0.04%

    0.01%

    Other
    managed
    investments

    2.83%

    3.82%

    4.52%

    5.14%

    5.45%

    5.40%

    4.82%

    4.44%

    3.94%

    5.45%

    Cash
    and term
    deposits

    49.81%

    42.89%

    37.96%

    36.17%

    31.49%

    30.03%

    29.73%

    28.43%

    25.75%

    21.81%

    Debt
    securities

    0.17%

    0.19%

    0.26%

    0.27%

    0.38%

    0.50%

    0.53%

    0.69%

    0.74%

    1.08%

    Loans

    2.45%

    2.09%

    1.71%

    1.02%

    0.83%

    0.56%

    0.61%

    0.67%

    0.90%

    1.73%

    Listed
    shares

    25.79%

    29.63%

    30.68%

    30.57%

    30.70%

    30.04%

    29.00%

    27.82%

    27.31%

    26.76%

    Unlisted
    shares

    1.92%

    2.07%

    1.87%

    1.61%

    1.20%

    1.06%

    1.07%

    1.34%

    1.71%

    2.72%

    Derivatives
    and
    instalment
    warrants

    0.17%

    0.32%

    0.36%

    0.36%

    0.25%

    0.17%

    0.12%

    0.10%

    0.17%

    0.19%

    Non
    residential 
    real property

    0.64%

    1.82%

    3.27%

    4.36%

    7.18%

    9.56%

    11.75%

    13.54%

    13.67%

    10.97%

    Residential
    real property

    0.26%

    0.87%

    1.65%

    2.22%

    3.83%

    4.08%

    4.00%

    3.57%

    2.56%

    1.99%

    Artwork,
    collectibles,
    metal
    or jewels

    0.86%

    0.77%

    0.54%

    0.44%

    0.26%

    0.16%

    0.15%

    0.13%

    0.09%

    0.14%

    Other
    assets

    8.68%

    5.74%

    5.23%

    4.75%

    3.99%

    3.39%

    3.19%

    3.32%

    3.52%

    4.60%

    Overseas
    shares

    0.32%

    0.28%

    0.22%

    0.25%

    0.18%

    0.16%

    0.19%

    0.25%

    0.45%

    0.78%

    Overseas
    non-
    residential
    real property

    0.03%

    0.04%

    0.03%

    0.03%

    0.02%

    0.02%

    0.02%

    0.02%

    0.04%

    0.06%

    Overseas residential real property

    0.07%

    0.10%

    0.10%

    0.05%

    0.05%

    0.03%

    0.03%

    0.03%

    0.00%

    0.01%

    Overseas
    managed
    investments

    0.12%

    0.10%

    0.09%

    0.08%

    0.06%

    0.05%

    0.08%

    0.10%

    0.10%

    0.29%

    Other
    overseas
    assets

    0.52%

    0.53%

    0.45%

    0.39%

    0.37%

    0.36%

    0.37%

    0.42%

    0.63%

    1.01%

    Total

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    Asset value ranges of funds

    2010

    $1-
    $50k

    >$50-
    $100k

    >$100-
    150k

    >$150-
    200k

    >$200-
    $500k

    >$500k
    -$1m

    >$1-
    $2m

    >$2-
    $5m

    >$5-
    $10m

    >$10m

    Listed
    trusts

    2.27%

    3.56%

    4.65%

    5.14%

    5.73%

    5.69%

    5.03%

    4.47%

    3.98%

    3.27%

    Unlisted
    trusts

    2.54%

    4.38%

    5.78%

    6.60%

    7.45%

    7.99%

    8.81%

    10.25%

    13.33%

    15.87%

    Insurance
    policy

    0.06%

    0.11%

    0.06%

    0.08%

    0.06%

    0.05%

    0.05%

    0.06%

    0.02%

    0.02%

    Other
    managed
    investments

    2.47%

    3.41%

    4.35%

    4.96%

    5.46%

    5.37%

    5.10%

    4.78%

    4.32%

    4.56%

    Cash
    and term
    deposits

    52.44%

    43.90%

    39.00%

    35.68%

    30.58%

    28.66%

    27.70%

    25.70%

    22.98%

    19.52%

    Debt
    securities

    0.17%

    0.23%

    0.23%

    0.26%

    0.38%

    0.54%

    0.61%

    0.69%

    0.80%

    0.88%

    Loans

    2.42%

    2.18%

    1.67%

    1.26%

    0.82%

    0.56%

    0.60%

    0.60%

    0.85%

    1.64%

    Listed
    shares

    24.47%

    29.89%

    31.16%

    32.29%

    32.13%

    31.93%

    31.47%

    30.71%

    30.47%

    30.74%

    Unlisted
    shares

    2.02%

    2.11%

    1.76%

    1.67%

    1.12%

    0.96%

    0.99%

    1.22%

    1.69%

    2.26%

    Derivatives
    and
    instalment
    warrants

    0.15%

    0.27%

    0.32%

    0.37%

    0.32%

    0.25%

    0.17%

    0.14%

    0.22%

    0.39%

    Non
    residential 
    real property

    0.64%

    1.78%

    3.17%

    4.18%

    7.46%

    9.86%

    11.80%

    13.83%

    14.04%

    11.61%

    Residential
    real property

    0.33%

    0.78%

    1.55%

    2.13%

    4.08%

    4.44%

    4.08%

    3.57%

    2.74%

    1.84%

    Artwork,
    collectibles,
    metal
    or jewels

    0.81%

    0.84%

    0.63%

    0.51%

    0.29%

    0.18%

    0.16%

    0.13%

    0.09%

    0.13%

    Other
    assets

    8.22%

    5.51%

    4.74%

    4.06%

    3.36%

    2.86%

    2.72%

    3.01%

    3.30%

    5.15%

    Overseas
    shares

    0.30%

    0.34%

    0.26%

    0.27%

    0.23%

    0.19%

    0.22%

    0.29%

    0.44%

    0.98%

    Overseas
    non-
    residential
    real property

    0.07%

    0.05%

    0.02%

    0.03%

    0.02%

    0.01%

    0.02%

    0.02%

    0.03%

    0.13%

    Overseas residential real property

    0.06%

    0.09%

    0.14%

    0.07%

    0.05%

    0.04%

    0.04%

    0.03%

    0.01%

    0.03%

    Overseas
    managed
    investments

    0.10%

    0.08%

    0.07%

    0.07%

    0.07%

    0.05%

    0.08%

    0.09%

    0.12%

    0.21%

    Other
    overseas
    assets

    0.47%

    0.47%

    0.46%

    0.38%

    0.39%

    0.37%

    0.36%

    0.41%

    0.55%

    0.77%

    Total

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    Asset value ranges of funds

    2011

    $1-
    $50k

    >$50-
    $100k

    >$100-
    150k

    >$150-
    200k

    >$200-
    $500k

    >$500k
    -$1m

    >$1-
    $2m

    >$2-
    $5m

    >$5-
    $10m

    >$10m

    Listed
    trusts

    1.90%

    2.81%

    3.61%

    4.18%

    4.65%

    4.76%

    4.23%

    3.89%

    3.80%

    2.56%

    Unlisted
    trusts

    2.49%

    4.29%

    5.71%

    6.16%

    7.03%

    7.41%

    8.31%

    9.67%

    12.12%

    15.70%

    Insurance
    policy

    0.06%

    0.10%

    0.05%

    0.06%

    0.05%

    0.04%

    0.04%

    0.05%

    0.03%

    0.00%

    Other
    managed
    investments

    2.15%

    3.23%

    3.95%

    4.62%

    5.08%

    5.21%

    4.88%

    4.61%

    4.70%

    4.31%

    Cash
    and term
    deposits

    54.82%

    46.94%

    42.47%

    39.28%

    33.12%

    30.64%

    29.27%

    26.76%

    23.32%

    20.75%

    Debt
    securities

    0.15%

    0.24%

    0.26%

    0.29%

    0.42%

    0.61%

    0.71%

    0.73%

    0.78%

    1.01%

    Loans

    2.22%

    2.09%

    1.60%

    1.24%

    0.76%

    0.51%

    0.59%

    0.60%

    0.89%

    1.66%

    Listed
    shares

    22.95%

    27.50%

    29.06%

    30.19%

    30.71%

    30.99%

    31.22%

    31.20%

    31.41%

    31.36%

    Unlisted
    shares

    1.93%

    2.17%

    1.81%

    1.60%

    1.05%

    0.85%

    0.93%

    1.17%

    1.57%

    2.32%

    Derivatives
    and
    instalment
    warrants

    0.17%

    0.27%

    0.35%

    0.50%

    0.56%

    0.38%

    0.25%

    0.25%

    0.34%

    0.81%

    Non
    residential 
    real property

    0.70%

    1.81%

    3.12%

    4.32%

    7.63%

    10.24%

    11.94%

    13.74%

    14.04%

    11.71%

    Residential
    real property

    0.40%

    0.87%

    1.46%

    2.06%

    4.54%

    4.66%

    4.00%

    3.41%

    2.37%

    1.50%

    Artwork,
    collectibles,
    metal
    or jewels

    1.01%

    0.98%

    0.84%

    0.60%

    0.33%

    0.19%

    0.16%

    0.13%

    0.11%

    0.09%

    Other
    assets

    7.92%

    5.50%

    4.67%

    3.97%

    3.26%

    2.81%

    2.76%

    2.96%

    3.35%

    4.04%

    Overseas
    shares

    0.37%

    0.34%

    0.29%

    0.31%

    0.26%

    0.22%

    0.23%

    0.31%

    0.49%

    1.15%

    Overseas
    non-
    residential
    real property

    0.06%

    0.06%

    0.05%

    0.02%

    0.03%

    0.02%

    0.02%

    0.02%

    0.03%

    0.04%

    Overseas residential real property

    0.13%

    0.16%

    0.15%

    0.10%

    0.07%

    0.04%

    0.03%

    0.02%

    0.02%

    0.01%

    Overseas
    managed
    investments

    0.08%

    0.06%

    0.08%

    0.06%

    0.06%

    0.06%

    0.07%

    0.08%

    0.11%

    0.13%

    Other
    overseas
    assets

    0.48%

    0.57%

    0.48%

    0.42%

    0.40%

    0.35%

    0.36%

    0.40%

    0.53%

    0.84%

    Total

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    Asset value ranges of funds

    2012

    $1-
    $50k

    >$50-
    $100k

    >$100-
    150k

    >$150-
    200k

    >$200-
    $500k

    >$500k
    -$1m

    >$1-
    $2m

    >$2-
    $5m

    >$5-
    $10m

    >$10m

    Listed
    trusts

    1.77%

    2.40%

    2.89%

    3.48%

    3.81%

    3.87%

    3.52%

    3.32%

    3.08%

    2.37%

    Unlisted
    trusts

    2.43%

    3.95%

    5.23%

    5.96%

    6.53%

    6.91%

    7.87%

    9.41%

    12.51%

    15.56%

    Insurance
    policy

    0.05%

    0.06%

    0.05%

    0.03%

    0.03%

    0.03%

    0.04%

    0.05%

    0.05%

    0.01%

    Other
    managed
    investments

    1.93%

    2.71%

    3.29%

    4.07%

    4.43%

    4.52%

    4.38%

    4.20%

    4.22%

    3.64%

    Cash
    and term
    deposits

    55.51%

    50.13%

    47.41%

    44.30%

    37.36%

    34.77%

    33.22%

    30.05%

    26.06%

    22.90%

    Debt
    securities

    0.15%

    0.21%

    0.35%

    0.30%

    0.55%

    0.77%

    0.85%

    0.93%

    1.07%

    1.14%

    Loans

    1.77%

    1.79%

    1.42%

    1.15%

    0.73%

    0.52%

    0.59%

    0.61%

    0.96%

    1.76%

    Listed
    shares

    22.57%

    25.52%

    26.21%

    27.29%

    27.69%

    27.92%

    28.09%

    28.05%

    27.98%

    27.31%

    Unlisted
    shares

    1.88%

    2.15%

    1.92%

    1.44%

    1.10%

    0.93%

    0.94%

    1.19%

    1.65%

    2.54%

    Limited recourse borrowing arrangements

    0.05%

    0.16%

    0.30%

    0.42%

    0.86%

    0.68%

    0.48%

    0.40%

    0.55%

    1.30%

    Non
    residential
    real property

    0.69%

    1.70%

    2.91%

    4.07%

    8.00%

    10.76%

    12.59%

    14.67%

    15.29%

    13.82%

    Residential
    real property

    0.46%

    1.01%

    1.49%

    2.02%

    4.77%

    4.98%

    4.13%

    3.51%

    2.36%

    1.62%

    Collectables and personal use assets

    0.65%

    0.61%

    0.55%

    0.40%

    0.21%

    0.14%

    0.12%

    0.08%

    0.09%

    0.10%

    Other
    assets

    9.07%

    6.34%

    4.93%

    4.19%

    3.17%

    2.55%

    2.49%

    2.71%

    3.04%

    3.87%

    Overseas
    shares

    0.37%

    0.36%

    0.36%

    0.32%

    0.27%

    0.23%

    0.24%

    0.33%

    0.52%

    1.09%

    Overseas
    non-
    residential
    real property

    0.06%

    0.05%

    0.03%

    0.04%

    0.02%

    0.02%

    0.02%

    0.02%

    0.03%

    0.04%

    Overseas residential real property

    0.11%

    0.22%

    0.14%

    0.11%

    0.08%

    0.05%

    0.03%

    0.02%

    0.02%

    0.02%

    Overseas
    managed
    investments

    0.05%

    0.06%

    0.05%

    0.05%

    0.05%

    0.05%

    0.06%

    0.07%

    0.10%

    0.15%

    Other
    overseas
    assets

    0.42%

    0.56%

    0.49%

    0.38%

    0.34%

    0.31%

    0.34%

    0.37%

    0.42%

    0.77%

    Total

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    Asset value ranges of funds

    2013

    $1-
    $50k

    >$50-
    $100k

    >$100-
    150k

    >$150-
    200k

    >$200-
    $500k

    >$500k
    -$1m

    >$1-
    $2m

    >$2-
    $5m

    >$5-
    $10m

    >$10m

    Listed
    trusts

    1.67%

    2.13%

    2.46%

    3.03%

    3.74%

    4.05%

    3.91%

    3.48%

    3.22%

    2.30%

    Unlisted
    trusts

    2.21%

    3.88%

    4.89%

    5.52%

    5.88%

    6.44%

    7.46%

    8.96%

    11.43%

    14.75%

    Insurance
    policy

    0.01%

    0.03%

    0.03%

    0.02%

    0.03%

    0.03%

    0.05%

    0.04%

    0.04%

    0.01%

    Other
    managed
    investments

    1.23%

    2.16%

    2.71%

    3.26%

    4.17%

    4.50%

    4.63%

    4.54%

    4.49%

    4.33%

    Cash
    and term
    deposits

    56.39%

    52.13%

    51.24%

    48.30%

    37.76%

    33.71%

    31.70%

    28.20%

    24.53%

    20.13%

    Debt
    securities

    0.10%

    0.15%

    0.26%

    0.30%

    0.52%

    0.76%

    0.95%

    1.05%

    1.29%

    1.48%

    Loans

    1.39%

    1.62%

    1.28%

    1.00%

    0.62%

    0.47%

    0.50%

    0.57%

    0.81%

    1.71%

    Listed
    shares

    22.02%

    23.86%

    23.94%

    25.19%

    27.07%

    28.94%

    30.62%

    31.53%

    31.95%

    29.84%

    Unlisted
    shares

    1.90%

    2.11%

    1.74%

    1.45%

    0.97%

    0.79%

    0.81%

    0.97%

    1.44%

    3.70%

    Limited recourse borrowing arrangements

    0.11%

    0.31%

    0.56%

    0.76%

    3.16%

    2.57%

    1.34%

    1.05%

    1.27%

    2.74%

    Non
    residential
    real property

    0.86%

    1.69%

    2.88%

    4.00%

    7.75%

    9.94%

    11.29%

    13.13%

    13.36%

    12.10%

    Residential
    real property

    0.70%

    1.25%

    1.61%

    2.01%

    4.60%

    4.72%

    3.72%

    3.16%

    2.20%

    1.54%

    Collectables and personal use assets

    0.55%

    0.64%

    0.42%

    0.35%

    0.17%

    0.10%

    0.07%

    0.06%

    0.06%

    0.05%

    Other
    assets

    9.82%

    6.77%

    4.96%

    3.82%

    2.78%

    2.29%

    2.22%

    2.37%

    2.67%

    3.26%

    Overseas
    shares

    0.45%

    0.42%

    0.36%

    0.32%

    0.30%

    0.26%

    0.28%

    0.37%

    0.57%

    1.04%

    Overseas
    non-
    residential
    real property

    0.04%

    0.07%

    0.04%

    0.03%

    0.02%

    0.01%

    0.01%

    0.02%

    0.02%

    0.10%

    Overseas residential real property

    0.08%

    0.23%

    0.22%

    0.17%

    0.08%

    0.05%

    0.04%

    0.02%

    0.01%

    0.02%

    Overseas
    managed
    investments

    0.03%

    0.05%

    0.04%

    0.04%

    0.04%

    0.05%

    0.06%

    0.07%

    0.13%

    0.16%

    Other
    overseas
    assets

    0.44%

    0.51%

    0.37%

    0.42%

    0.32%

    0.30%

    0.33%

    0.41%

    0.51%

    0.77%

    Total

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    100%

    Membership sizes table

    This table contains an approximate distribution of the number of members in SMSFs as at the end of each financial year for the 2009 through to the 2013 years. These figures are based on SMSF annual return data.

    Find out more

    To view figures for June 2004 – June 2007, refer to Self-managed super fund statistical report - June 2012.

    For June 2008 figures, refer to Self-managed super fund statistical report - June 2013.

    End of find out more

    The data was extracted on 9 July 2014.

    Proportion of funds (%)

    Number of members

    2008–09

    2009–10

    2010–11

    2011–12

    2012–13

    1

    23.2%

    22.8%

    22.8%

    22.7%

    22.6%

    2

    67.7%

    68.3%

    68.6%

    69.0%

    69.5%

    3

    4.5%

    4.4%

    4.2%

    4.1%

    3.9%

    4

    4.6%

    4.5%

    4.4%

    4.3%

    4.1%

    Demographic table

    This table contains estimates of the proportion of funds, members and assets located across the different states and territories of Australia.

    Attention

    'State' refers to the state or territory that the fund is administered, not necessarily where the members live.

    End of attention

    These figures are estimates based on SMSF annual return data for the 2009 to 2013 financial years.

    Find out more

    To view figures for June 2004 – June 2007, refer to Self-managed super fund statistical report - June 2012.

    For June 2008 figures, refer to Self-Managed super fund statistical report - June 2013.

    End of find out more

    The data was extracted on 9 July 2014.

    Funds

     

    2008–09

    2009–10

    2010–11

    2011–12

    2012–13

    ACT

    1.8%

    1.8%

    1.8%

    1.8%

    1.8%

    NSW

    31.5%

    31.5%

    31.6%

    31.7%

    31.8%

    NT

    0.2%

    0.2%

    0.2%

    0.2%

    0.2%

    QLD

    17.1%

    17.0%

    16.8%

    16.6%

    16.4%

    SA

    7.2%

    7.2%

    7.1%

    7.2%

    7.0%

    TAS

    1.5%

    1.4%

    1.4%

    1.4%

    1.4%

    VIC

    29.6%

    29.8%

    30.5%

    30.7%

    31.1%

    WA

    11.2%

    11.1%

    10.6%

    10.4%

    10.3%

    Members

     

    2008–09

    2009–10

    2010–11

    2011–12

    2012–13

    ACT

    1.8%

    1.8%

    1.8%

    1.8%

    1.8%

    NSW

    31.6%

    31.6%

    31.7%

    31.8%

    31.9%

    NT

    0.2%

    0.2%

    0.2%

    0.2%

    0.2%

    QLD

    17.2%

    17.1%

    16.9%

    16.6%

    16.5%

    SA

    7.2%

    7.2%

    7.2%

    7.2%

    7.0%

    TAS

    1.4%

    1.4%

    1.4%

    1.4%

    1.3%

    VIC

    29.4%

    29.7%

    30.3%

    30.6%

    31.0%

    WA

    11.1%

    11.1%

    10.6%

    10.4%

    10.3%

    Assets

     

    2008–09

    2009–10

    2010–11

    2011–12

    2012–13

    ACT

    1.8%

    1.8%

    1.7%

    1.8%

    1.9%

    NSW

    32.1%

    32.0%

    32.2%

    32.3%

    32.6%

    NT

    0.2%

    0.2%

    0.2%

    0.2%

    0.2%

    QLD

    17.2%

    17.0%

    16.6%

    16.4%

    16.1%

    SA

    7.0%

    7.1%

    7.1%

    7.2%

    7.0%

    TAS

    1.3%

    1.3%

    1.3%

    1.3%

    1.2%

    VIC

    30.0%

    30.1%

    30.6%

    30.8%

    31.3%

    WA

    10.5%

    10.6%

    10.3%

    10.0%

    9.7%

    Member demographic table – age ranges

    This table contains an approximate age distribution of individuals who were members of SMSFs as at the end of June 2014. The data behind this table was extracted on 9 July 2014 and is an estimate based on Australian Business Register (ABR) data.

    Attention

    In the table below, ".." indicates the proportion has been rounded to zero, but is not equal to zero.

    End of attention

    Age ranges

    Male

    Female

    Total

    <25

    1.3%

    1.3%

    1.3%

    25–34

    4.1%

    4.1%

    4.1%

    35–44

    12.0%

    13.9%

    12.9%

    45–54

    22.8%

    25.3%

    24.0%

    55–64

    31.4%

    32.9%

    32.1%

    >64

    28.5%

    22.5%

    25.7%

    Unknown

    ..

    ..

    ..

    Total

    100%

    100%

    100%

    All ages

    52.8%

    47.2%

    100%

    Member demographic table – income ranges

    This table contains an approximate distribution of the taxable income of individuals who were SMSF members as at the end of June 2014. The data was extracted on 9 July 2014 and is an estimate based on ABR data and the member’s most recently lodged personal tax return.

    Income ranges

    Male

    Female

    Total

    $0–$20,000

    19.8%

    26.6%

    23.0%

    >$20,000–$40,000

    16.7%

    21.7%

    19.1%

    >$40,000–$60,000

    11.4%

    13.8%

    12.5%

    >$60,000–$80,000

    11.2%

    11.0%

    11.1%

    >$80,000–$100,000

    8.0%

    6.9%

    7.5%

    >$100,000–$150,000

    11.1%

    7.2%

    9.3%

    >$150,000–$200,000

    6.9%

    4.4%

    5.7%

    >$200,000–$500,000

    8.5%

    3.7%

    6.2%

    >$500,000

    2.8%

    0.9%

    1.9%

    Unknown

    3.6%

    3.9%

    3.7%

    Total

    100%

    100%

    100%

    Total asset range table

    This table shows an approximate distribution of the size of SMSFs as at the end of each financial year, in terms of total assets.

    These figures are estimates based on SMSF annual return data for the 2009 to 2013 financial years.

    Attention

    To view figures for June 2004 – June 2007, refer to Self-managed super fund statistical report - June 2012.

    For June 2008 figures, refer to Self-Managed super fund statistical report - June 2013.

    End of attention

    The data was extracted on 9 July 2014.

    Proportion of funds (%)

    Asset ranges

    2008–09

    2009–10

    2010–11

    2011–12

    2012–13

    $0–$50,000

    8.2%

    7.7%

    7.1%

    7.2%

    6.7%

    >$50,000–$100,000

    7.1%

    6.5%

    5.8%

    5.9%

    5.1%

    >$100,000–$150,000

    6.6%

    6.3%

    5.9%

    6.0%

    5.4%

    >$150,000–$200,000

    6.0%

    5.7%

    5.5%

    5.5%

    5.1%

    >$200,000–$500,000

    26.1%

    25.6%

    25.2%

    25.5%

    24.7%

    >$500,000–$1m

    21.9%

    22.4%

    22.7%

    22.9%

    23.4%

    >$1m–$2m

    15.1%

    15.9%

    16.8%

    16.5%

    17.6%

    >$2m–$5m

    7.7%

    8.4%

    9.0%

    8.8%

    9.9%

    >$5m–$10m

    1.1%

    1.3%

    1.6%

    1.5%

    1.8%

    >$10m

    0.2%

    0.3%

    0.3%

    0.3%

    0.4%

    Total

    100%

    100%

    100%

    100%

    100%

    Average and median assets table ($)

    This table approximates the average and median assets per SMSF member and per SMSF at the end of each financial year.

    These figures are estimates based on SMSF annual return data for the 2009 to 2013 financial years.

    Attention

    To view figures for June 2004 – June 2007, refer to Self-managed super fund statistical report - June 2012.

    For June 2008 figures, refer to Self-Managed super fund statistical report - June 2013.

    End of attention

    The data was extracted on 9 July 2014.

     

    2008–09

    2009–10

    2010–11

    2011–12

    2012–13

    Average assets per member

    426,890

    455,755

    488,536

    480,586

    523,814

    Median assets per member

    251,729

    268,612

    285,305

    279,793

    313,003

    Average assets per SMSF

    811,595

    868,184

    929,145

    912,450

    992,107

    Median assets per SMSF

    452,027

    482,504

    511,264

    501,529

    558,870

    Flow of funds table ($m)

    This table shows estimates of the total amount of ‘flows’ into and out of SMSFs during each financial year. It contains totals relating to the following:

    • contributions – member, employer and other
    • transfers – inward and outward
    • benefits payments
    • administration and investment expenses.
    Attention

    Changes were made to the 2012–13 SMSF annual return to collect both deductions and non-deductible expenses. The administration and investment expense figures for 2013 onwards incorporates deductible and non-deductible expenses data.

    End of attention

    These figures are estimates based on SMSF annual return data for the 2009 to 2013 financial years.

    Find out more

    To view figures for June 2004 – June 2007, refer to Self-managed super fund statistical report - June 2012.

    For June 2008 figures, refer to Self-Managed super fund statistical report - June 2013.

    End of find out more

    The data was extracted on 9 July 2014.

     

    Contributions

    Transfers

    Benefit payments

    Admin & investment expenses

    Member contributions

    Employer contributions

    Other contributions

    Inward transfers

    Outward transfers

    2008–09

    17,415

    10,103

    418

    13,027

    3,454

    16,593

    1,466

    2009–10

    14,092

    6,753

    430

    13,811

    4,228

    17,087

    1,485

    2010–11

    16,532

    7,007

    387

    15,629

    4,193

    19,275

    1,555

    2011–12

    18,919

    7,577

    504

    16,195

    3,802

    22,898

    1,653

    2012–13

    18,330

    5,499

    357

    16,987

    4,224

    26,424

    3,453

    June 2014 quarter establishment tables

    The following tables relate to funds established between 1 April 2014 and 30 June 2014. They contain demographic information of funds, as well as individual members. The data is sourced from the Australian Business Register (ABR), at the time of registration.

    2014 quarterly establishments demographic table – location

    This table contains the proportion of funds located across the different states and territories of Australia, for SMSFs established during the June 2014 quarter.

    Attention

    'State' refers to the state or territory that the fund is administered, not necessarily where the members live.

    End of attention

    The data behind this table was extracted on 9 July 2014 based on ABR data as at that date.

     

    ACT

    NSW

    NT

    QLD

    SA

    TAS

    VIC

    WA

    Number of funds

    1.4%

    37.7%

    0.3%

    17.3%

    5.6%

    0.8%

    30.3%

    6.6%

    2014 quarterly establishments demographic table – age ranges

    This table contains an age distribution of individual members of SMSFs established during the June 2014 quarter.

    The data behind this table was extracted on 9 July 2014 based on ABR data as at that date.

    Attention

    In the table below, ".." indicates the proportion has been rounded to zero but is not equal to zero.

    End of attention

    Age ranges

    Male

    Female

    Total

    < 25

    1.5%

    1.4%

    1.4%

    25-34

    9.9%

    11.4%

    10.6%

    35-44

    27.7%

    29.5%

    28.6%

    45-54

    31.3%

    31.8%

    31.5%

    55-64

    22.2%

    21.1%

    21.7%

    >64

    7.4%

    4.8%

    6.2%

    Unknown

    ..

    ..

    ..

    Total

    100.0%

    100.0%

    100.0%

    All ages

    52.9%

    47.1%

    100.0%

    2014 quarterly establishments demographic table – income ranges

    This table contains an approximate distribution of the taxable income of the members of SMSFs established during the June 2014 quarter. The data was extracted on 9 July 2014 based on ABR data and the member’s most recently lodged individual tax return as at that date.

    Income ranges

    Male

    Female

    Total

    $0–$20,000

    6.8%

    16.6%

    11.4%

    >$20,000–$40,000

    11.1%

    19.9%

    15.2%

    >$40,000–$60,000

    13.0%

    17.7%

    15.2%

    >$60,000–$80,000

    15.4%

    15.2%

    15.3%

    >$80,000–$100,000

    11.8%

    8.6%

    10.3%

    >$100,000–$150,000

    18.2%

    8.8%

    13.7%

    >$150,000–$200,000

    9.1%

    4.2%

    6.8%

    >$200,000–$500,000

    9.6%

    3.9%

    6.9%

    >$500,000

    2.4%

    0.5%

    1.5%

    Unknown

    2.6%

    4.6%

    3.6%

    Total

    100.0%

    100.0%

    100.0%

      Last modified: 09 Sep 2014QC 42325