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Details of the population growth and asset allocation of SMSFs.

Last updated 20 September 2015

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.

The links to the tables are below:

To view figures from before 2010 refer to:

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, less 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 2015 extrapolated from 2013–14 data.

The data was extracted on 8 July 2015.

 

Establishments

Windups

Net establishments

Total number of SMSFs

Total members of SMSFs

Jun-10

29,944

15,124

14,820

414,168

787,468

Jun-11

33,219

7,182

26,037

440,205

836,805

Jun-12

41,080

7,616

33,464

473,669

899,778

Jun-13

39,609

10,569

29,040

502,709

951,186

Jun-14

33,762

10,196

23,566

526,275

991,621

Jun-15

32,073

1,350

30,723

556,998

1,049,840

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 2013–14 return form data.

The data was extracted on 8 July 2015.

 

Establishments

Wind-ups

Net establishments

Total number of SMSFs

Total members of SMSFs

Jun-10

8,663

12,250

-3,587

414,168

787,468

Sep-10

8,527

687

7,840

422,008

805,012

Dec-10

7,619

638

6,981

428,989

817,431

Mar-11

7,464

693

6,771

435,760

829,468

Jun-11

9,609

5,164

4,445

440,205

836,805

Sep-11

10,593

994

9,599

449,804

857,854

Dec-11

8,928

525

8,403

458,207

872,833

Mar-12

9,881

654

9,227

467,434

889,271

Jun-12

11,678

5,443

6,235

473,669

899,778

Sep-12

11,553

1,905

9,648

483,317

917,147

Dec-12

9,906

756

9,150

492,467

933,541

Mar-13

8,603

876

7,727

500,194

947,362

Jun-13

9,547

7,032

2,515

502,709

951,186

Sep-13

9,331

1,225

8,106

510,815

964,601

Dec-13

7,952

714

7,238

518,053

977,565

Mar-14

7,875

961

6,914

524,967

989,923

Jun-14

8,604

7,296

1,308

526,275

991,621

Sep-14

9,512

381

9,131

535,406

1,011,061

Dec-14

7,985

410

7,575

542,981

1,024,659

Mar-15

7,876

276

7,600

550,581

1,038,315

Jun-15

6,700

283

6,417

556,998

1,049,840

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.

The figures for June 2010 through to June 2014 are estimates based on return form data for those financial years, with estimates for June 2015 and recent quarters extrapolated from 2013–14 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 data from 2013 and 2014 returns.

These estimates relate to the total SMSF population. The data was extracted on 8 July 2015.

 

Listed trusts ($m)

Unlisted trusts ($m)

Insurance policy ($m)

Other managed investments ($m)

Cash and term deposits ($m)

Debt securities ($m)

Loans ($m)

Jun-10

17,227

34,241

178

17,615

96,029

2,194

2,567

Sep-10

18,003

35,784

184

18,725

97,563

2,229

2,597

Dec-10

18,684

37,139

187

19,501

99,664

2,277

2,625

Mar-11

19,201

38,165

189

20,232

102,093

2,332

2,688

Jun-11

16,511

37,169

162

19,326

114,056

2,754

2,921

Sep-11

15,570

35,050

158

18,348

116,134

2,804

2,948

Dec-11

15,862

35,707

160

18,840

118,577

2,863

2,965

Mar-12

16,827

37,879

168

20,301

121,477

2,933

2,995

Jun-12

14,465

37,753

172

18,098

135,281

3,611

3,159

Sep-12

15,162

39,571

177

19,127

136,918

3,655

3,198

Dec-12

15,966

41,670

179

20,000

138,746

3,704

3,207

Mar-13

16,834

43,934

183

21,162

141,024

3,764

3,231

Jun-13

17,067

42,846

185

21,638

144,920

4,753

3,414

Sep-13

18,200

45,692

191

23,186

146,027

4,789

3,442

Dec-13

18,964

47,609

196

24,252

147,319

4,832

3,463

Mar-14

19,437

48,796

198

25,335

148,941

4,885

3,486

Jun-14

21,532

48,504

168

26,197

152,466

6,716

3,481

Sep-14

21,671

48,817

169

26,555

153,311

6,753

3,486

Dec-14

22,336

50,314

173

27,578

154,375

6,800

3,487

Mar-15

23,825

53,669

182

29,310

155,748

6,860

3,496

Jun-15

23,298

52,482

183

29,431

157,675

6,945

3,511

 

 

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)

Jun-10

110,832

4,330

755

41,070

13,113

618

11,133

Sep-10

120,249

4,381

767

41,281

13,180

625

11,266

Dec-10

126,304

4,428

784

42,328

13,514

632

11,386

Mar-11

131,559

4,533

803

42,907

13,699

647

11,657

Jun-11

125,111

4,725

1,400

47,521

14,623

713

12,404

Sep-11

111,020

4,768

1,426

47,453

14,602

720

12,519

Dec-11

113,999

4,795

1,456

47,960

14,758

724

12,590

Mar-12

124,636

4,845

1,491

49,320

15,177

731

12,720

Jun-12

117,802

5,173

2,494

53,411

16,106

546

12,129

Sep-12

128,031

5,237

2,524

53,917

16,258

552

12,279

Dec-12

137,030

5,252

2,558

55,848

16,841

554

12,314

Mar-13

148,699

5,292

2,600

57,161

17,237

558

12,408

Jun-13

142,834

5,315

8,835

57,318

17,328

475

12,799

Sep-13

156,924

5,359

8,903

59,281

17,921

479

12,906

Dec-13

162,055

5,392

8,982

62,314

18,839

482

12,985

Mar-14

165,586

5,428

9,081

64,065

19,368

485

13,071

Jun-14

176,978

5,492

15,072

60,443

19,632

385

14,176

Sep-14

175,378

5,501

15,156

61,769

20,063

386

14,199

Dec-14

180,558

5,503

15,261

63,734

20,701

386

14,203

Mar-15

199,321

5,517

15,397

65,611

21,311

387

14,239

Jun-15

187,092

5,539

15,587

66,735

21,676

389

14,298

 

 

Overseas shares ($m)

Overseas non-residential real property ($m)

Overseas residential real property ($m)

Overseas managed investments ($m)

Other overseas assets ($m)

Jun-10

1,054

87

124

310

1,487

Sep-10

1,144

94

134

336

1,614

Dec-10

1,201

99

141

353

1,695

Mar-11

1,251

103

147

368

1,765

Jun-11

1,363

85

141

314

1,693

Sep-11

1,209

75

125

278

1,503

Dec-11

1,242

77

129

286

1,543

Mar-12

1,358

85

141

312

1,687

Jun-12

1,470

94

171

300

1,619

Sep-12

1,597

102

185

326

1,759

Dec-12

1,709

109

199

349

1,883

Mar-13

1,855

118

215

379

2,043

Jun-13

1,984

105

201

397

1,969

Sep-13

2,180

115

221

436

2,163

Dec-13

2,251

119

228

450

2,234

Mar-14

2,300

121

233

460

2,282

Jun-14

1,718

108

204

504

2,263

Sep-14

1,702

107

202

499

2,242

Dec-14

1,753

110

208

514

2,309

Mar-15

1,935

122

229

567

2,549

Jun-15

1,816

114

215

533

2,392

 

 

Total Australian and overseas assets ($m)

Borrowings ($m)

Other Liabilities ($m)

Total net Australian and overseas assets ($m)

Jun-10

354,963

2,933

3,232

348,798

Sep-10

370,155

2,980

3,283

363,892

Dec-10

382,942

3,045

3,355

376,543

Mar-11

394,339

3,120

3,438

387,782

Jun-11

402,991

4,741

3,481

394,769

Sep-11

386,709

4,828

3,544

378,337

Dec-11

394,532

4,928

3,617

385,986

Mar-12

415,083

5,046

3,704

406,333

Jun-12

423,851

6,704

3,651

413,496

Sep-12

440,579

6,785

3,695

430,099

Dec-12

458,119

6,876

3,744

447,499

Mar-13

478,698

6,990

3,807

467,901

Jun-13

484,383

9,779

3,937

470,667

Sep-13

508,416

9,854

3,967

494,596

Dec-13

522,966

9,940

4,002

509,024

Mar-14

533,559

10,050

4,046

519,463

Jun-14

556,039

13,047

4,460

538,532

Sep-14

557,967

13,119

4,484

540,363

Dec-14

570,304

13,210

4,516

552,578

Mar-15

600,276

13,328

4,556

582,392

Jun-15

589,911

13,496

4,613

571,802

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