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Sources of data

About the main source of data for our analysis and statistics.

Last updated 25 February 2021

The main source of data is 2018–19 SMSF annual returns that have been lodged.

Where SMSF annual returns are outstanding, we use statistically valid formulas to estimate results. As outstanding returns are received, we revise and update results, therefore some figures may change in future releases of this statistical overview.

In addition to 2018–19 annual return data, we have included 2019–20 information for the following:

  • registrations
  • wind-ups
  • total populations (SMSFs and members) and demographic data relating to those populations, such as age and management structure
  • estimated total SMSF assets and asset allocation
  • auditor contravention reports (ACRs).

To ensure consistency, where figures have been used in the Self-managed super fund quarterly statistical report – June 2020, those same figures are used in this report.

Where appropriate, we refer to Australian Prudential Regulation Authority (APRA) data for comparisons between the SMSF sector and APRA-regulated funds.

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QC64920