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, 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 2016 extrapolated from 2014–15 data.

The data was extracted on 12 July 2016.

Population table – annual data
	Establishments	Windups	Net establishments	Total number of SMSFs	Total members of SMSFs
Jun-11	33,218	7,250	25,968	440,094	836,593
Jun-12	41,080	7,766	33,314	473,408	899,280
Jun-13	39,620	10,873	28,747	502,155	950,133
Jun-14	33,813	11,903	21,910	524,065	992,342
Jun-15	34,372	11,136	23,236	547,301	1,030,962
Jun-16	31,351	1,416	29,935	577,236	1,087,841

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 2011 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 we receive notification from the SMSF. In addition, recent quarter estimates of the total members of SMSFs are extrapolated from 2014–15 return form data.

The data was extracted on 12 July 2016.

Population table – quarterly data
	Establishments	Wind-ups	Net establishments	Total number of SMSFs	Total members of SMSFs
Jun-11	9,610	5,190	4,420	440,094	836,593
Sep-11	10,595	1,041	9,554	449,648	857,556
Dec-11	8,924	524	8,400	458,048	872,529
Mar-12	9,881	667	9,214	467,262	888,942
Jun-12	11,680	5,534	6,146	473,408	899,280
Sep-12	11,549	2,031	9,518	482,926	916,405
Dec-12	9,909	775	9,134	492,060	932,768
Mar-13	8,606	884	7,722	499,782	946,579
Jun-13	9,556	7,183	2,373	502,155	950,133
Sep-13	9,341	1,571	7,770	509,925	967,923
Dec-13	7,958	796	7,162	517,087	980,735
Mar-14	7,886	1,073	6,813	523,900	992,892
Jun-14	8,628	8,463	165	524,065	992,342
Sep-14	9,561	919	8,642	532,707	1,005,860
Dec-14	8,034	933	7,101	539,808	1,018,478
Mar-15	8,046	1,094	6,952	546,760	1,030,812
Jun-15	8,731	8,190	541	547,301	1,030,962
Sep-15	9,669	281	9,388	556,689	1,051,175
Dec-15	7,134	356	6,778	563,467	1,063,272
Mar-16	7,566	344	7,222	570,689	1,076,165
Jun-16	6,982	435	6,547	577,236	1,087,841

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 2011 through to June 2015 are estimates based on return form data for those financial years, with estimates for June 2016 and recent quarters extrapolated from 2014–15 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, 2014 and 2015 returns.

These estimates relate to the total SMSF population. The data was extracted on 12 July 2016.

Asset allocation tables ($m)
	Listed trusts ($m)	Unlisted trusts ($m)	Insurance policy ($m)	Other managed investments ($m)	Cash and term deposits ($m)	Debt securities ($m)	Loans ($m)
Jun-11	16,462	37,126	162	19,267	113,768	2,745	2,941
Sep-11	15,519	34,999	158	18,285	115,813	2,794	2,967
Dec-11	15,806	35,646	160	18,770	118,217	2,852	2,983
Mar-12	16,762	37,803	167	20,219	121,070	2,921	3,013
Jun-12	14,395	37,705	171	18,015	134,724	3,590	3,189
Sep-12	15,086	39,514	177	19,036	136,329	3,633	3,228
Dec-12	15,883	41,602	178	19,902	138,122	3,681	3,237
Mar-13	16,742	43,853	183	21,054	140,357	3,740	3,260
Jun-13	16,864	42,719	183	21,352	143,446	4,690	3,481
Sep-13	17,982	45,551	190	22,872	144,519	4,725	3,509
Dec-13	18,733	47,453	194	23,915	145,773	4,766	3,530
Mar-14	19,197	48,626	196	24,974	147,347	4,818	3,553
Jun-14	20,570	49,194	167	25,183	146,776	6,363	3,673
Sep-14	20,703	49,512	168	25,593	147,591	6,399	3,679
Dec-14	21,340	51,038	172	26,623	148,636	6,444	3,681
Mar-15	22,771	54,458	181	28,382	150,007	6,503	3,691
Jun-15	25,781	56,904	159	30,693	154,354	8,093	3,775
Sep-15	25,288	55,816	155	30,725	155,179	8,136	3,781
Dec-15	26,249	57,938	158	31,754	156,165	8,188	3,789
Mar-16	26,051	57,500	155	31,526	157,268	8,246	3,784
Jun-16	26,843	59,248	156	31,658	158,890	8,331	3,800

Asset allocation tables ($m) continued
	Listed shares ($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-11	124,765	4,722	1,397	47,434	14,604	713	12,401
Sep-11	110,683	4,764	1,422	47,355	14,580	719	12,513
Dec-11	113,621	4,790	1,451	47,847	14,732	723	12,580
Mar-12	124,185	4,838	1,487	49,189	15,145	730	12,706
Jun-12	117,249	5,163	2,523	53,271	16,081	549	12,131
Sep-12	127,408	5,226	2,546	53,767	16,231	556	12,279
Dec-12	136,337	5,240	2,637	55,681	16,809	557	12,311
Mar-13	147,915	5,278	2,698	56,977	17,200	561	12,402
Jun-13	141,036	5,297	8,865	57,077	17,338	486	12,822
Sep-13	154,926	5,340	9,167	59,022	17,928	490	12,926
Dec-13	159,965	5,372	9,635	62,033	18,843	493	13,004
Mar-14	163,416	5,407	9,904	63,762	19,368	496	13,087
Jun-14	167,575	5,634	15,572	61,098	19,999	428	14,416
Sep-14	166,062	5,644	15,914	62,440	20,438	429	14,440
Dec-14	170,991	5,646	16,422	64,435	21,091	429	14,447
Mar-15	188,815	5,662	16,911	66,354	21,719	431	14,488
Jun-15	186,788	6,176	20,364	63,846	22,708	373	16,394
Sep-15	173,958	6,187	20,984	65,790	23,399	374	16,423
Dec-15	184,941	6,199	21,255	66,638	23,701	374	16,457
Mar-16	179,944	6,191	21,508	67,431	23,983	374	16,434
Jun-16	187,790	6,217	21,877	68,590	24,395	375	16,503

Asset allocation tables ($m) continued
	Overseas shares ($m)	Overseas non-residential real property ($m)	Overseas residential real property ($m)	Overseas managed investments ($m)	Other overseas assets ($m)
Jun-11	1,359	85	142	312	1,690
Sep-11	1,206	75	126	277	1,500
Dec-11	1,238	77	129	285	1,539
Mar-12	1,353	84	141	311	1,683
Jun-12	1,466	95	172	299	1,612
Sep-12	1,593	103	187	325	1,752
Dec-12	1,704	110	200	348	1,875
Mar-13	1,849	119	217	377	2,034
Jun-13	1,969	107	207	393	1,958
Sep-13	2,163	118	227	432	2,151
Dec-13	2,233	121	235	446	2,221
Mar-14	2,282	124	240	456	2,269
Jun-14	1,852	115	231	493	2,262
Sep-14	1,836	114	229	488	2,242
Dec-14	1,890	117	235	503	2,308
Mar-15	2,087	129	260	555	2,549
Jun-15	3,287	109	221	699	2,678
Sep-15	3,062	102	206	651	2,494
Dec-15	3,255	108	219	692	2,651
Mar-16	3,167	105	213	673	2,580
Jun-16	3,305	110	223	702	2,692

Asset allocation tables ($m) continued
	Total Australian and overseas assets ($m)	Borrowings ($m)	Other Liabilities ($m)	Total net Australian and overseas assets ($m)
Jun-11	402,094	4,732	3,483	393,879
Sep-11	385,754	4,540	3,341	377,873
Dec-11	393,446	4,630	3,408	385,408
Mar-12	413,807	4,870	3,584	405,353
Jun-12	422,401	6,701	3,659	412,041
Sep-12	438,974	6,963	3,802	428,208
Dec-12	456,412	7,240	3,953	445,218
Mar-13	476,818	7,564	4,130	465,124
Jun-13	480,292	9,829	3,972	466,490
Sep-13	504,241	10,319	4,171	489,751
Dec-13	518,968	10,621	4,292	504,054
Mar-14	529,520	10,837	4,380	514,304
Jun-14	541,604	13,768	4,658	523,178
Sep-14	543,920	13,826	4,678	525,416
Dec-14	556,448	14,145	4,785	537,518
Mar-15	585,954	14,895	5,039	566,020
Jun-15	603,401	16,853	5,113	581,436
Sep-15	592,709	16,554	5,022	571,133
Dec-15	610,732	17,058	5,175	588,499
Mar-16	607,131	16,957	5,144	585,030
Jun-16	621,703	17,364	5,268	599,071

Population and asset allocation tables

SMSF population table – annual data

Population table – quarterly data

Asset allocation tables ($m)

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