Self-managed super funds: A statistical overview 2013–2014

A statistical overview of the self-managed superannuation fund sector for 2013–14.

Last updated 15 December 2015

About this guide

Revisions

This publication includes data reported for previous years based on self-managed super fund (SMSF) returns. We have since revised SMSF data from 2010 onwards. Because much of the data is either estimates or based on lodgments, the data is likely to change in future releases of this statistical overview.

This publication is not available in PDF. You can print a section of the report or the entire document by using the print options located on the top, right-hand side of the page.

Data tables can be accessed in XLS format – refer to Appendix 1.

A glossary of terms used in this publication is available at Appendix 3

Self managed super funds annual statistics overview 2013-14 infographic (PDF, 206KB0This link will download a file

Contact

For comments or enquiries about this report, email us at SPR_smsfstats@ato.gov.au

Introduction

This is an annual statistical overview of the self-manager super fund (SMSF) sector for 2013–14.

Executive summary

Summary of SMSF main source of data for our analysis and statistics.

Growth of SMSF assets

A detailed summary of SMSF asset growth.

SMSF management

A summary of SMSF management, trustee structure and payment phase.

Member demographics

Details of the demographics and balances of SMSF members.

SMSF assets

Summary of SMSF average and assets by age of fund.

Investment performance

Detailed summary of SMSF performance figures.

Operating expenses

Detailed SMSF operating expenses.

Compliance

SMSF auditors must submit auditor contravention reports as part of an annual audit.

Appendix 1 – Data tables

These figures are estimates based on SMSF annual return form data.

Appendix 2 – Data issues

Data limitations due to changes in ATO data collection affect annual comparisons of SMSFs data.

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