Appendix 1 – Data tables

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

Last updated 15 December 2015

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Appendix 1 data tables (XLS, 104KB)This link will download a file

As noted below, certain tables are from those reported in the Self-managed super fund statistical report, June 2015.

See also:

To view data from before 2009, go to:

Self-managed super fund statistical report – June 2012
Self-managed super fund statistical report – June 2013

To view the methodology document for the SMSF quarterly statistics, refer to Self-managed super fund quarterly statistics methodology.

This report does not address income tax issues relating to SMSFs. However, the ATO releases annual Taxation statistics presenting an overview of income tax returns, including for superannuation funds.

Table 1: Yearly SMSF population and asset size

Table 2: SMSF age distribution

Table 3: Contribution flows

Table 4: Rollover flow (into and out of SMSFs)

Table 5: Benefit payments

Table 6: SMSF trustee type

Table 8: Audits performed by SMSF auditors

Table 9: SAR lodgments per tax agent

Table 10: Age ranges of SMSF members

Table 11: SMSF members and non-SMSF members

Table 12: Average and median asset sizes

Table 13: Asset sizes in establishment year

Table 14: Asset ranges, by fund and member size

Table 15: SMSF asset allocations (2014)

Table 16: Asset allocations, by fund phase (2014)

Table 17: Asset concentrations

Table 18: Asset concentration, by fund size (2013)

Table 19: Asset concentration, by type (2014)

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