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Details of the population growth and asset allocation of SMSFs.

Last updated 24 May 2016

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.

To view figures from before 2011, 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 4 April 2016.

Population table – annual data

 

Establishments

Windups

Net establishments

Total number of SMSFs

Total members of SMSFs

Jun-11

33,220

7,238

25,982

440,121

836,645

Jun-12

41,082

7,740

33,342

473,463

899,384

Jun-13

39,620

10,834

28,786

502,249

950,311

Jun-14

33,804

11,712

22,092

524,341

992,868

Jun-15

34,320

8,914

25,406

549,747

1,041,087

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 2013–14 return form data.

The data was extracted on 4 April 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

440,121

836,645

Sep-11

10,593

1,035

9,558

449,679

857,616

Dec-11

8,925

524

8,401

458,080

872,591

Mar-12

9,884

665

9,219

467,299

889,013

Jun-12

11,680

5,516

6,164

473,463

899,384

Sep-12

11,553

2,005

9,548

483,011

916,566

Dec-12

9,910

777

9,133

492,144

932,927

Mar-13

8,604

889

7,715

499,859

946,725

Jun-13

9,553

7,163

2,390

502,249

950,311

Sep-13

9,337

1,514

7,823

510,072

968,203

Dec-13

7,958

788

7,170

517,242

981,030

Mar-14

7,885

1,062

6,823

524,065

993,206

Jun-14

8,624

8,348

276

524,341

992,868

Sep-14

9,553

755

8,798

533,139

1,012,009

Dec-14

8,032

809

7,223

540,362

1,024,929

Mar-15

8,038

944

7,094

547,456

1,037,604

Jun-15

8,697

6,406

2,291

549,747

1,041,087

Sep-15

9,616

226

9,390

559,137

1,061,399

Dec-15

7,081

228

6,853

565,990

1,073,711

Mar-16

6,504

70

6,434

572,424

1,085,286

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 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 4 April 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

16,473

37,132

162

19,280

113,838

2,747

2,937

Sep-11

15,530

35,006

158

18,297

115,885

2,797

2,963

Dec-11

15,817

35,653

160

18,783

118,291

2,855

2,979

Mar-12

16,774

37,810

167

20,234

121,147

2,924

3,009

Jun-12

14,412

37,706

171

18,035

134,852

3,594

3,180

Sep-12

15,104

39,515

177

19,057

136,458

3,637

3,219

Dec-12

15,902

41,603

178

19,924

138,253

3,685

3,227

Mar-13

16,762

43,854

183

21,077

140,492

3,745

3,251

Jun-13

16,910

42,731

183

21,407

143,765

4,703

3,464

Sep-13

18,031

45,563

190

22,931

144,840

4,738

3,492

Dec-13

18,784

47,466

195

23,977

146,098

4,779

3,513

Mar-14

19,249

48,641

197

25,041

147,678

4,831

3,535

Jun-14

20,751

49,328

167

25,396

147,747

6,421

3,654

Sep-14

20,881

49,637

168

25,806

148,538

6,455

3,659

Dec-14

21,518

51,152

171

26,837

149,545

6,499

3,660

Mar-15

22,951

54,557

181

28,598

150,859

6,556

3,668

Jun-15

23,001

54,676

177

28,038

152,867

6,643

3,711

Sep-15

22,553

53,613

173

28,127

153,636

6,677

3,716

Dec-15

23,403

55,631

176

29,048

154,557

6,717

3,723

Mar-16

23,227

55,215

176

29,041

155,541

6,759

3,722
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

124,845

4,723

1,398

47,451

14,608

712

12,399

Sep-11

110,754

4,766

1,423

47,372

14,584

718

12,511

Dec-11

113,695

4,792

1,452

47,865

14,735

722

12,578

Mar-12

124,268

4,840

1,487

49,208

15,149

730

12,704

Jun-12

117,367

5,165

2,520

53,306

16,087

548

12,129

Sep-12

127,536

5,228

2,544

53,801

16,237

555

12,277

Dec-12

136,474

5,242

2,634

55,717

16,815

556

12,310

Mar-13

148,065

5,281

2,696

57,014

17,206

560

12,400

Jun-13

141,398

5,305

8,870

57,161

17,341

485

12,822

Sep-13

155,324

5,348

9,173

59,109

17,932

489

12,927

Dec-13

160,376

5,380

9,640

62,124

18,847

491

13,004

Mar-14

163,840

5,415

9,909

63,857

19,373

495

13,088

Jun-14

169,166

5,641

15,576

61,262

20,008

420

14,411

Sep-14

167,605

5,649

15,915

62,595

20,443

421

14,432

Dec-14

172,529

5,650

16,418

64,576

21,090

421

14,435

Mar-15

190,439

5,664

16,900

66,471

21,709

422

14,469

Jun-15

178,935

5,729

17,995

70,774

23,115

427

14,638

Sep-15

166,589

5,738

18,537

72,906

23,811

427

14,658

Dec-15

177,045

5,747

18,769

73,820

24,109

428

14,683

Mar-16

172,140

5,746

19,008

74,760

24,416

428

14,680
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

1,360

85

141

313

1,692

Sep-11

1,206

75

125

277

1,501

Dec-11

1,238

77

129

285

1,541

Mar-12

1,353

84

141

311

1,684

Jun-12

1,467

93

171

300

1,615

Sep-12

1,594

102

186

326

1,755

Dec-12

1,706

109

199

349

1,878

Mar-13

1,850

118

215

378

2,038

Jun-13

1,974

107

206

395

1,962

Sep-13

2,169

118

227

433

2,156

Dec-13

2,239

122

234

448

2,226

Mar-14

2,288

124

239

457

2,274

Jun-14

1,857

116

226

495

2,272

Sep-14

1,840

115

224

491

2,251

Dec-14

1,894

118

231

505

2,317

Mar-15

2,091

131

255

558

2,558

Jun-15

1,964

123

239

524

2,404

Sep-15

1,829

114

223

488

2,238

Dec-15

1,944

121

237

518

2,378

Mar-16

1,890

118

230

504

2,312
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

402,295

4,733

3,482

394,080

Sep-11

385,947

4,818

3,545

377,584

Dec-11

393,646

4,917

3,617

385,112

Mar-12

414,024

5,033

3,703

405,288

Jun-12

422,718

6,702

3,654

412,362

Sep-12

439,306

6,782

3,697

428,826

Dec-12

456,759

6,872

3,746

446,142

Mar-13

477,184

6,984

3,807

466,393

Jun-13

481,193

9,832

3,965

467,395

Sep-13

505,188

9,906

3,995

491,287

Dec-13

519,944

9,991

4,029

505,924

Mar-14

530,531

10,100

4,073

516,358

Jun-14

544,917

13,709

4,650

526,558

Sep-14

547,126

13,783

4,675

528,668

Dec-14

559,566

13,876

4,706

540,983

Mar-15

589,035

13,998

4,748

570,289

Jun-15

585,979

14,189

4,812

566,978

Sep-15

576,054

14,258

4,836

556,959

Dec-15

593,054

14,343

4,865

573,846

Mar-16

589,913

14,434

4,896

570,583

QC49091