Population and asset allocation tables

About this data

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

Find out about:

• Annual SMSF population analysis tables
• June 2019 quarter establishment tables