We publish quarterly statistical reports for the self–managed super fund (SMSF) market. The contents of this report have been worked out following valuable feedback from the superannuation industry.
The information in this report includes:
- SMSF population and asset allocation tables
- population of SMSFs and members
- asset allocation (break–up of assets into various classes).
- Annual SMSF population analysis tables
- asset allocation by asset value of the fund
- membership sizes (SMSFs with one, two, three or four members)
- demographics (state break–up of SMSFs, members and assets)
- member demographics (age and income of members)
- total asset ranges (distribution of the size of SMSFs)
- average and median assets (per member and per SMSF)
- flow of funds (contributions, transfers, benefits and expenses).
- SMSF quarterly establishment tables
- demographics (state break–up of SMSFs)
- member demographics (age of new members)
- member demographics (income range of new members).
- A number of tables no longer report historical data from before 2010 – to view all data from before 2010, refer to
- Self–managed super fund statistical report – June 2012
- Self–managed super fund statistical report – June 2013
- Self–managed super fund statistical report – June 2014.
See also:
It is worth noting that most of the information in this report is estimated, and caution should be taken when using or presenting this data. The estimates have been based on the data provided by SMSFs reporting their financial position as at 30 June of the relevant financial year.
The SMSF population and asset allocation tables are updated on a quarterly basis. The next report will cover the period up to 31 December 2014 and should be available in February 2015. The remainder of the tables are updated annually when the June quarter updates are published.
Next step:
- Email us at SPR_smsfstats@ato.gov.au – if you would like to provide comments, or you have questions about this report. This email address is only for comments and questions about published SMSF data.
Statistics explanatory notes
General notes
Much of the information in the statistical tables is estimated, based on data reported to us. Caution should be taken when using or presenting this data. The estimates have been based on data provided by SMSFs reporting their financial position as at 30 June of the relevant financial year.
See also:
Rounding of figures may cause minor discrepancies to totals.
The SMSF population, asset allocation and establishment tables are updated on a quarterly basis, with the remainder of the tables updated annually when the June quarter updates are published.
Quarterly reports (as at the end of March, June, September and December each year) will generally be published within two months after the end of the quarter.
Additional information
From the June 2014 report, the 2012–13 annual return data has been incorporated into our estimation model – as a result, the estimates are a more accurate reflection of SMSF asset holdings.
- A number of tables no longer report historical data from before 2010. To view all data from before 2010, refer to
- Self–managed super fund statistical report – June 2012
- Self–managed super fund statistical report – June 2013
- Self–managed super fund statistical report – June 2014.
New data is being collected on the SMSF annual return from 2012–13, relating to non–deductible expense items and assets held under limited recourse borrowing arrangements (LRBA). These changes to reporting have resulted in adjustments to our estimates for the June 2013 and subsequent quarters as 2013 annual return data has been incorporated.
Changes were made to the 2012 SMSF annual return form – labels 'Derivatives and instalment warrants' is now 'Limited recourse borrowing arrangements' and 'Artwork, collectibles, metal or jewels' is now 'Collectables and personal use assets'.
On 17 December 2013, we released Self–managed superannuation funds – A statistical overview 2011–12. Because the overview is based on historical data, it will differ from the more recent data in the September 2014 quarter SMSF statistical report. The statistical overview incorporating 2012–13 data is expected to be released in December 2014.
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, minus 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 7 October 2014.
|
Establishments |
Windups |
Net establishments |
Total number of SMSFs |
Total members of SMSFs |
|---|---|---|---|---|---|
Jun–10 |
29,936 |
15,112 |
14,824 |
414,099 |
787,337 |
Jun–11 |
33,211 |
7,111 |
26,100 |
440,199 |
836,795 |
Jun–12 |
41,061 |
7,408 |
33,653 |
473,852 |
900,130 |
Jun–13 |
39,581 |
10,052 |
29,529 |
503,381 |
952,466 |
Jun–14 |
33,340 |
5,662 |
27,678 |
531,059 |
1,005,678 |
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 2010 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 7 October 2014.
|
Establishments |
Wind–ups |
Net establishments |
Total number of SMSFs |
Total members of SMSFs |
|---|---|---|---|---|---|
Jun–10 |
8,659 |
12,253 |
–3,594 |
414,099 |
787,337 |
Sep–10 |
8,521 |
664 |
7,857 |
421,956 |
804,913 |
Dec–10 |
7,618 |
632 |
6,986 |
428,942 |
817,343 |
Mar–11 |
7,465 |
690 |
6,775 |
435,717 |
829,387 |
Jun–11 |
9,607 |
5,125 |
4,482 |
440,199 |
836,795 |
Sep–11 |
10,588 |
947 |
9,641 |
449,840 |
857,924 |
Dec–11 |
8,923 |
512 |
8,411 |
458,251 |
872,918 |
Mar–12 |
9,877 |
640 |
9,237 |
467,488 |
889,376 |
Jun–12 |
11,673 |
5,309 |
6,364 |
473,852 |
900,130 |
Sep–12 |
11,543 |
1,751 |
9,792 |
483,644 |
917,769 |
Dec–12 |
9,904 |
714 |
9,190 |
492,834 |
934,240 |
Mar–13 |
8,597 |
853 |
7,744 |
500,578 |
948,094 |
Jun–13 |
9,537 |
6,734 |
2,803 |
503,381 |
952,466 |
Sep–13 |
9,307 |
921 |
8,386 |
511,767 |
971,427 |
Dec–13 |
7,923 |
488 |
7,435 |
519,202 |
984,761 |
Mar–14 |
7,653 |
677 |
6,976 |
526,178 |
997,250 |
Jun–14 |
8,457 |
3,576 |
4,881 |
531,059 |
1,005,678 |
Sep–14 |
8,489 |
173 |
8,316 |
539,375 |
1,023,964 |
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.
See also:
- Self–managed super fund statistical report – June 2012 – to view figures for June 2004 – June 2007.
- Self–managed super fund statistical report – June 2013 – to view figures for June 2008.
- Self–managed super fund statistical report – June 2014 – to view figures for June 2009.
The figures for June 2010 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.
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.
These estimates relate to the total SMSF population. The data was extracted on 7 October 2014.
|
Listed trusts |
Unlisted trusts |
Insurance policy |
Other managed investments |
Cash and term deposits |
Debt securities |
Loans |
|---|---|---|---|---|---|---|---|
Jun–10 |
17,259 |
34,243 |
178 |
17,651 |
96,140 |
2,198 |
2,552 |
Sep–10 |
18,043 |
35,799 |
184 |
18,769 |
97,713 |
2,234 |
2,584 |
Dec–10 |
18,732 |
37,167 |
187 |
19,554 |
99,853 |
2,283 |
2,612 |
Mar–11 |
19,256 |
38,207 |
189 |
20,293 |
102,318 |
2,340 |
2,675 |
Jun–11 |
16,577 |
37,221 |
161 |
19,400 |
114,407 |
2,766 |
2,898 |
Sep–11 |
15,639 |
35,115 |
157 |
18,427 |
116,544 |
2,818 |
2,926 |
Dec–11 |
15,939 |
35,790 |
159 |
18,930 |
119,049 |
2,878 |
2,944 |
Mar–12 |
16,916 |
37,982 |
167 |
20,406 |
122,010 |
2,950 |
2,976 |
Jun–12 |
14,585 |
37,893 |
174 |
18,209 |
136,169 |
3,641 |
3,112 |
Sep–12 |
15,298 |
39,744 |
180 |
19,258 |
137,912 |
3,688 |
3,153 |
Dec–12 |
16,120 |
41,879 |
181 |
20,151 |
139,844 |
3,740 |
3,164 |
Mar–13 |
17,006 |
44,181 |
186 |
21,335 |
142,229 |
3,803 |
3,190 |
Jun–13 |
17,503 |
42,890 |
184 |
22,014 |
147,970 |
4,816 |
3,310 |
Sep–13 |
18,704 |
45,832 |
191 |
23,631 |
149,419 |
4,863 |
3,344 |
Dec–13 |
19,525 |
47,844 |
196 |
24,781 |
151,033 |
4,916 |
3,372 |
Mar–14 |
20,054 |
49,141 |
199 |
26,284 |
152,957 |
4,978 |
3,400 |
Jun–14 |
20,608 |
50,498 |
205 |
26,667 |
155,545 |
5,062 |
3,441 |
Sep–14 |
20,654 |
50,611 |
204 |
26,633 |
156,685 |
5,100 |
3,436 |
|
Listed shares |
Unlisted shares |
Limited recourse borrowing arrangements |
Non–residential real property |
Residential real property |
Collectables and personal use assets |
Other assets |
|---|---|---|---|---|---|---|---|
Jun–10 |
111,038 |
4,329 |
755 |
41,097 |
13,121 |
618 |
11,114 |
Sep–10 |
120,515 |
4,382 |
767 |
41,324 |
13,194 |
626 |
11,250 |
Dec–10 |
126,627 |
4,430 |
784 |
42,387 |
13,533 |
633 |
11,375 |
Mar–11 |
131,937 |
4,537 |
803 |
42,980 |
13,722 |
648 |
11,649 |
Jun–11 |
125,593 |
4,730 |
1,403 |
47,593 |
14,633 |
712 |
12,392 |
Sep–11 |
111,505 |
4,776 |
1,429 |
47,547 |
14,618 |
719 |
12,512 |
Dec–11 |
114,547 |
4,805 |
1,460 |
48,077 |
14,781 |
723 |
12,589 |
Mar–12 |
125,282 |
4,857 |
1,496 |
49,460 |
15,207 |
731 |
12,724 |
Jun–12 |
118,737 |
5,176 |
2,478 |
53,544 |
16,103 |
543 |
12,105 |
Sep–12 |
129,129 |
5,244 |
2,510 |
54,089 |
16,267 |
550 |
12,264 |
Dec–12 |
138,291 |
5,263 |
2,545 |
56,061 |
16,860 |
552 |
12,306 |
Mar–13 |
150,155 |
5,306 |
2,589 |
57,414 |
17,267 |
557 |
12,408 |
Jun–13 |
147,024 |
5,676 |
8,693 |
57,321 |
17,246 |
465 |
12,636 |
Sep–13 |
161,844 |
5,736 |
8,778 |
59,407 |
17,873 |
470 |
12,768 |
Dec–13 |
167,452 |
5,782 |
8,873 |
62,564 |
18,823 |
473 |
12,872 |
Mar–14 |
171,390 |
5,830 |
8,986 |
64,485 |
19,401 |
477 |
12,979 |
Jun–14 |
174,231 |
5,901 |
9,138 |
66,979 |
20,151 |
483 |
13,136 |
Sep–14 |
172,968 |
5,893 |
9,205 |
67,763 |
20,387 |
482 |
13,119 |
|
Overseas shares |
Overseas non–residential real property |
Overseas residential real property |
Overseas managed investments |
Other overseas assets |
|---|---|---|---|---|---|
Jun–10 |
1,054 |
87 |
123 |
310 |
1,490 |
Sep–10 |
1,144 |
94 |
134 |
337 |
1,617 |
Dec–10 |
1,202 |
99 |
141 |
354 |
1,699 |
Mar–11 |
1,252 |
103 |
147 |
369 |
1,770 |
Jun–11 |
1,366 |
84 |
140 |
315 |
1,700 |
Sep–11 |
1,213 |
75 |
124 |
280 |
1,509 |
Dec–11 |
1,246 |
77 |
128 |
288 |
1,551 |
Mar–12 |
1,363 |
84 |
140 |
314 |
1,696 |
Jun–12 |
1,474 |
94 |
168 |
301 |
1,619 |
Sep–12 |
1,603 |
102 |
182 |
327 |
1,761 |
Dec–12 |
1,717 |
109 |
195 |
351 |
1,886 |
Mar–13 |
1,864 |
118 |
212 |
381 |
2,048 |
Jun–13 |
1,983 |
100 |
190 |
397 |
1,989 |
Sep–13 |
2,183 |
110 |
209 |
437 |
2,190 |
Dec–13 |
2,258 |
114 |
217 |
452 |
2,266 |
Mar–14 |
2,311 |
117 |
222 |
463 |
2,319 |
Jun–14 |
2,350 |
119 |
225 |
470 |
2,357 |
Sep–14 |
2,333 |
118 |
224 |
467 |
2,340 |
|
Total Australian and overseas assets ($m) |
Borrowings |
Other Liabilities |
Total net Australian and overseas assets ($m) |
|---|---|---|---|---|
Jun–10 |
355,356 |
2,925 |
3,219 |
349,212 |
Sep–10 |
370,709 |
2,973 |
3,272 |
364,465 |
Dec–10 |
383,651 |
3,038 |
3,344 |
377,268 |
Mar–11 |
395,197 |
3,115 |
3,428 |
388,654 |
Jun–11 |
404,092 |
4,733 |
3,474 |
395,884 |
Sep–11 |
387,935 |
4,822 |
3,539 |
379,574 |
Dec–11 |
395,961 |
4,924 |
3,614 |
387,424 |
Mar–12 |
416,760 |
5,043 |
3,702 |
408,015 |
Jun–12 |
426,126 |
6,668 |
3,641 |
415,817 |
Sep–12 |
443,261 |
6,754 |
3,687 |
432,820 |
Dec–12 |
461,214 |
6,848 |
3,739 |
450,626 |
Mar–13 |
482,247 |
6,967 |
3,804 |
471,477 |
Jun–13 |
492,407 |
9,571 |
3,884 |
478,952 |
Sep–13 |
517,989 |
9,665 |
3,922 |
504,403 |
Dec–13 |
533,813 |
9,770 |
3,964 |
520,079 |
Mar–14 |
545,993 |
9,896 |
4,015 |
532,082 |
Jun–14 |
557,566 |
10,069 |
4,085 |
543,412 |
Sep–14 |
558,621 |
10,141 |
4,115 |
544,365 |
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 2010 through to 2013 financial years.
See also:
- Self–managed super fund statistical report – June 2012 – to view figures for June 2004 – June 2007.
- Self–managed super fund statistical report – June 2013 – to view figures for June 2008.
- Self–managed super fund statistical report – June 2014 – to view figures for June 2009.
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.
|
$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% |
|
$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% |
|
$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% |
Derivatives and instalment warrants |
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% |
Artwork, collectibles, metal or jewels |
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% |
|
$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% |
Derivatives and instalment warrants |
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% |
Artwork, collectibles, metal or jewels |
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 2010 through to the 2013 years. These figures are based on SMSF annual return data.
See also:
- Self–managed super fund statistical report – June 2012 – to view figures for June 2004 – June 2007.
- Self–managed super fund statistical report – June 2013 – to view figures for June 2008.
- Self–managed super fund statistical report – June 2014 – to view figures for June 2009.
The data was extracted on 9 July 2014.
Number of members |
2009–10 |
2010–11 |
2011–12 |
2012–13 |
|---|---|---|---|---|
1 |
22.8% |
22.8% |
22.7% |
22.6% |
2 |
68.3% |
68.6% |
69.0% |
69.5% |
3 |
4.4% |
4.2% |
4.1% |
3.9% |
4 |
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.
State refers to the state or territory that the fund is administered, not necessarily where the members live.
These figures are estimates based on SMSF annual return data for the 2010 to 2013 financial years.
See also:
- Self–managed super fund statistical report – June 2012 – to view figures for June 2004 – June 2007.
- Self–managed super fund statistical report – June 2013 – to view figures for June 2008.
- Self–managed super fund statistical report – June 2014 – to view figures for June 2009.
The data was extracted on 9 July 2014.
|
2009–10 |
2010–11 |
2011–12 |
2012–13 |
|---|---|---|---|---|
ACT |
1.8% |
1.8% |
1.8% |
1.8% |
NSW |
31.5% |
31.6% |
31.7% |
31.8% |
NT |
0.2% |
0.2% |
0.2% |
0.2% |
QLD |
17.0% |
16.8% |
16.6% |
16.4% |
SA |
7.2% |
7.1% |
7.2% |
7.0% |
TAS |
1.4% |
1.4% |
1.4% |
1.4% |
VIC |
29.8% |
30.5% |
30.7% |
31.1% |
WA |
11.1% |
10.6% |
10.4% |
10.3% |
|
2009–10 |
2010–11 |
2011–12 |
2012–13 |
|---|---|---|---|---|
ACT |
1.8% |
1.8% |
1.8% |
1.8% |
NSW |
31.6% |
31.7% |
31.8% |
31.9% |
NT |
0.2% |
0.2% |
0.2% |
0.2% |
QLD |
17.1% |
16.9% |
16.6% |
16.5% |
SA |
7.2% |
7.2% |
7.2% |
7.0% |
TAS |
1.4% |
1.4% |
1.4% |
1.3% |
VIC |
29.7% |
30.3% |
30.6% |
31.0% |
WA |
11.1% |
10.6% |
10.4% |
10.3% |
|
2009–10 |
2010–11 |
2011–12 |
2012–13 |
|---|---|---|---|---|
ACT |
1.8% |
1.7% |
1.8% |
1.9% |
NSW |
32.0% |
32.2% |
32.3% |
32.6% |
NT |
0.2% |
0.2% |
0.2% |
0.2% |
QLD |
17.0% |
16.6% |
16.4% |
16.1% |
SA |
7.1% |
7.1% |
7.2% |
7.0% |
TAS |
1.3% |
1.3% |
1.3% |
1.2% |
VIC |
30.1% |
30.6% |
30.8% |
31.3% |
WA |
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.
In the table below, ".." indicates the proportion has been rounded to zero, but is not equal to zero.
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 2010 to 2013 financial years.
See also:
- Self–managed super fund statistical report – June 2012 – to view figures for June 2004 – June 2007.
- Self–managed super fund statistical report – June 2013 – to view figures for June 2008.
- Self–managed super fund statistical report – June 2014 – to view figures for June 2009.
The data was extracted on 9 July 2014.
Asset ranges |
2009–10 |
2010–11 |
2011–12 |
2012–13 |
|---|---|---|---|---|
$0–$50,000 |
7.7% |
7.1% |
7.2% |
6.7% |
>$50,000–$100,000 |
6.5% |
5.8% |
5.9% |
5.1% |
>$100,000–$150,000 |
6.3% |
5.9% |
6.0% |
5.4% |
>$150,000–$200,000 |
5.7% |
5.5% |
5.5% |
5.1% |
>$200,000–$500,000 |
25.6% |
25.2% |
25.5% |
24.7% |
>$500,000–$1m |
22.4% |
22.7% |
22.9% |
23.4% |
>$1m–$2m |
15.9% |
16.8% |
16.5% |
17.6% |
>$2m–$5m |
8.4% |
9.0% |
8.8% |
9.9% |
>$5m–$10m |
1.3% |
1.6% |
1.5% |
1.8% |
>$10m |
0.3% |
0.3% |
0.3% |
0.4% |
Total |
100% |
100% |
100% |
100% |
Average and median assets table ($)
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 2010 to 2013 financial years.
See also:
- Self–managed super fund statistical report – June 2012 – to view figures for June 2004 – June 2007.
- Self–managed super fund statistical report – June 2013 – to view figures for June 2008.
- Self–managed super fund statistical report – June 2014 – to view figures for June 2009.
The data was extracted on 9 July 2014.
|
2009–10 |
2010–11 |
2011–12 |
2012–13 |
|---|---|---|---|---|
Average assets per member |
455,755 |
488,536 |
480,586 |
523,814 |
Median assets per member |
268,612 |
285,305 |
279,793 |
313,003 |
Average assets per SMSF |
868,184 |
929,145 |
912,450 |
992,107 |
Median assets per SMSF |
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.
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.
These figures are estimates based on SMSF annual return data for the 2010 to 2013 financial years.
See also:
- Self–managed super fund statistical report – June 2012 – to view figures for June 2004 – June 2007.
- Self–managed super fund statistical report – June 2013 – to view figures for June 2008.
- Self–managed super fund statistical report – June 2014 – to view figures for June 2009.
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 |
|||
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 |
September 2014 quarter establishment tables
The following tables relate to funds established between 1 July 2014 and 30 September 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 September 2014 quarter.
State refers to the state or territory that the fund is administered, not necessarily where the members live.
The data behind this table was extracted on 7 October 2014 based on ABR data as at that date.
|
ACT |
NSW |
NT |
QLD |
SA |
TAS |
VIC |
WA |
|---|---|---|---|---|---|---|---|---|
Number of funds |
1.2% |
34.4% |
0.1% |
17.6% |
4.8% |
1.2% |
33.4% |
7.3% |
2014 quarterly establishments demographic table – age ranges
This table contains an age distribution of individual members of SMSFs established during the September 2014 quarter.
The data behind this table was extracted on 7 October 2014 based on ABR data as at that date.
In the table below, ".." indicates the proportion has been rounded to zero but is not equal to zero.
Age ranges |
Male |
Female |
Total |
|---|---|---|---|
< 25 |
1.4% |
1.3% |
1.3% |
25–34 |
10.2% |
12.9% |
11.5% |
35–44 |
29.9% |
31.2% |
30.5% |
45–54 |
31.8% |
32.1% |
31.9% |
55–64 |
21.5% |
19.1% |
20.4% |
>64 |
5.2% |
3.5% |
4.4% |
Unknown |
.. |
.. |
.. |
Total |
100.0% |
100.0% |
100.0% |
All ages |
53.2% |
46.8% |
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 September 2014 quarter. The data was extracted on 7 October 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 |
5.9% |
17.1% |
11.1% |
>$20,000–$40,000 |
9.9% |
20.3% |
14.8% |
>$40,000–$60,000 |
12.9% |
18.5% |
15.5% |
>$60,000–$80,000 |
15.4% |
14.4% |
15.0% |
>$80,000–$100,000 |
13.3% |
9.2% |
11.4% |
>$100,000–$150,000 |
18.1% |
8.5% |
13.6% |
>$150,000–$200,000 |
9.7% |
3.9% |
7.0% |
>$200,000–$500,000 |
10.4% |
3.1% |
7.0% |
>$500,000 |
2.4% |
0.5% |
1.5% |
Unknown |
2.1% |
4.5% |
3.2% |
Total |
100.0% |
100.0% |
100.0% |