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.
Rounding of figures may cause minor discrepancies to totals, for example some proportions are rounded to zero but are not equal to zero.
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 March 2017 quarter report, the data tables can be accessed in XLS format. Access the data tables for September 2017 in XLS format – see Appendix 1 (XLXS, 260KB)This link will download a file.
From the June 2017 report, the 2015–16 annual return data has been incorporated into our estimation model – as a result, the estimates are a more accurate reflection of SMSF asset holdings.
On 20 December 2016, we released Self-managed superannuation funds: A statistical overview 2014–15. Because the overview is based on historical data, it will differ from the more recent data in this quarterly SMSF statistical report.
See also
- Self-managed super fund quarterly statistics methodology
- Self-managed superannuation funds: a statistical overview 2014–15
Historical data
To view historical data refer to:
- Self-managed super fund statistical report – June 2017
- Self-managed super fund statistical report – June 2016
- Self-managed super fund statistical report – June 2015
- Self-managed super fund statistical report – June 2014
- Self-managed super fund statistical report – June 2013
Note: A number of tables no longer report historical data from before 2013. However, statistics from before 2013 may be included in the above reports.
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 2017 extrapolated from 2015–16 data.
The data was extracted on 12 October 2017.
|
Date |
Establishments |
Windups |
Net establishments |
Total number of SMSFs |
Total members of SMSFs |
|---|---|---|---|---|---|
|
Jun 2013 |
39,618 |
11,080 |
28,538 |
501,664 |
949,200 |
|
Jun 2014 |
33,822 |
12,242 |
21,580 |
523,244 |
990,781 |
|
Jun 2015 |
34,425 |
12,258 |
22,167 |
545,411 |
1,032,494 |
|
Jun 2016 |
33,208 |
11,100 |
22,108 |
567,519 |
1,069,290 |
|
Jun 2017 |
30,540 |
6,078 |
24,462 |
591,981 |
1,115,790 |
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 2013 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 2015–16 return form data.
The data was extracted on 12 October 2017.
|
Date |
Establishments |
Wind-ups |
Net establishments |
Total number of SMSFs |
Total members of SMSFs |
|---|---|---|---|---|---|
|
Jun 2013 |
9,560 |
7,264 |
2,296 |
501,664 |
949,200 |
|
Sep 2013 |
9,341 |
1,685 |
7,656 |
509,320 |
966,774 |
|
Dec 2013 |
7,962 |
829 |
7,133 |
516,453 |
979,530 |
|
Mar 2014 |
7,890 |
1,097 |
6,793 |
523,246 |
991,648 |
|
Jun 2014 |
8,629 |
8,631 |
-2 |
523,244 |
990,781 |
|
Sep 2014 |
9,562 |
1,127 |
8,435 |
531,679 |
1,009,138 |
|
Dec 2014 |
8,043 |
1,005 |
7,038 |
538,717 |
1,021,626 |
|
Mar 2015 |
8,060 |
1,187 |
6,873 |
545,590 |
1,033,798 |
|
Jun 2015 |
8,760 |
8,939 |
-179 |
545,411 |
1,032,494 |
|
Sep 2015 |
9,708 |
665 |
9,043 |
554,454 |
1,046,947 |
|
Dec 2015 |
7,179 |
818 |
6,361 |
560,815 |
1,058,252 |
|
Mar 2016 |
7,677 |
1,045 |
6,632 |
567,447 |
1,070,018 |
|
Jun 2016 |
8,644 |
8,572 |
72 |
567,519 |
1,069,290 |
|
Sep 2016 |
8,003 |
410 |
7,593 |
575,112 |
1,086,161 |
|
Dec 2016 |
6,778 |
644 |
6,134 |
581,246 |
1,097,077 |
|
Mar 2017 |
7,390 |
839 |
6,551 |
587,797 |
1,108,719 |
|
Jun 2017 |
8,369 |
4,185 |
4,184 |
591,981 |
1,115,790 |
|
Sep 2017 |
6,708 |
69 |
6,639 |
598,620 |
1,130,721 |
Asset allocation tables ($m)
These tables contain estimates of the amount of assets held by SMSFs for each type of asset listed on the SMSF annual return. Tables also contain estimates of borrowings, other liabilities and total net Australian and overseas assets held by SMSFs.
The figures for June 2013 through to June 2016 are estimates based on return form data for those financial years. Each quarter, these estimates are updated as more return data becomes available. The estimates have been based on data provided by SMSFs reporting their financial position as at 30 June of the relevant financial year.
Estimates for June 2017 and other 2016–17 quarters are extrapolated from 2015–16 return form data. Due to superannuation new measures introduced from 1 July 2017, there may be differences in the level of contributions and benefit payments made in the 2017 financial year as compared to 2015–16 data. It is likely that significant revisions will be made to the estimated assets for these quarters when 2017 return data is incorporated into our statistics in June 2018.
The following estimates relate to the total SMSF population, including funds established in the most recent quarter. This means that any changes in asset allocation figures from one quarter to another will be based on estimates for funds established in that quarter as well as estimates for all other SMSFs.
These are estimates of asset allocations for the total SMSF population. The data was extracted on 12 October 2017.
|
Date |
Listed trusts ($m) |
Unlisted trusts ($m) |
Insurance policy ($m) |
Other managed investments ($m) |
Cash and term deposits ($m) |
Debt securities ($m) |
Loans ($m) |
|---|---|---|---|---|---|---|---|
|
Jun 2013 |
$16,757 |
$42,605 |
$183 |
$21,220 |
$142,657 |
$4,658 |
$3,518 |
|
Sep 2013 |
$17,865 |
$45,424 |
$190 |
$22,731 |
$143,706 |
$4,692 |
$3,547 |
|
Dec 2013 |
$18,609 |
$47,315 |
$195 |
$23,767 |
$144,934 |
$4,732 |
$3,567 |
|
Mar 2014 |
$19,066 |
$48,477 |
$197 |
$24,817 |
$146,476 |
$4,782 |
$3,590 |
|
Jun 2014 |
$20,281 |
$48,932 |
$166 |
$24,833 |
$145,148 |
$6,262 |
$3,748 |
|
Sep 2014 |
$20,414 |
$49,253 |
$167 |
$25,236 |
$145,968 |
$6,297 |
$3,755 |
|
Dec 2014 |
$21,044 |
$50,774 |
$171 |
$26,250 |
$147,011 |
$6,342 |
$3,757 |
|
Mar 2015 |
$22,455 |
$54,177 |
$180 |
$28,003 |
$148,368 |
$6,401 |
$3,768 |
|
Jun 2015 |
$24,501 |
$56,600 |
$155 |
$29,284 |
$148,957 |
$7,616 |
$4,055 |
|
Sep 2015 |
$23,995 |
$55,432 |
$152 |
$29,501 |
$149,525 |
$7,645 |
$4,056 |
|
Dec 2015 |
$24,872 |
$57,458 |
$154 |
$30,443 |
$150,259 |
$7,683 |
$4,058 |
|
Mar 2016 |
$24,653 |
$56,952 |
$151 |
$30,206 |
$151,133 |
$7,727 |
$4,048 |
|
Jun 2016 |
$28,564 |
$65,005 |
$144 |
$31,470 |
$155,027 |
$9,496 |
$4,422 |
|
Sep 2016 |
$29,568 |
$67,291 |
$110 |
$35,088 |
$155,249 |
$9,510 |
$4,434 |
|
Dec 2016 |
$31,044 |
$70,650 |
$110 |
$36,008 |
$155,695 |
$9,537 |
$4,444 |
|
Mar 2017 |
$32,296 |
$73,499 |
$110 |
$36,896 |
$156,430 |
$9,582 |
$4,459 |
|
Jun 2017 |
$32,658 |
$74,321 |
$112 |
$37,854 |
$157,793 |
$9,666 |
$4,480 |
|
Sep 2017 |
$32,834 |
$74,724 |
$111 |
$37,684 |
$158,071 |
$9,683 |
$4,459 |
|
Date |
Listed shares ($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 2013 |
$140,136 |
$5,287 |
$8,866 |
$56,891 |
$17,317 |
$494 |
$12,838 |
|
Sep 2013 |
$153,920 |
$5,329 |
$9,167 |
$58,823 |
$17,905 |
$498 |
$12,941 |
|
Dec 2013 |
$158,905 |
$5,361 |
$9,633 |
$61,815 |
$18,816 |
$501 |
$13,017 |
|
Mar 2014 |
$162,308 |
$5,394 |
$9,901 |
$63,529 |
$19,337 |
$504 |
$13,098 |
|
Jun 2014 |
$165,135 |
$5,619 |
$15,619 |
$60,767 |
$20,061 |
$440 |
$14,459 |
|
Sep 2014 |
$163,660 |
$5,629 |
$15,964 |
$62,108 |
$20,503 |
$441 |
$14,484 |
|
Dec 2014 |
$168,528 |
$5,632 |
$16,475 |
$64,096 |
$21,160 |
$441 |
$14,492 |
|
Mar 2015 |
$186,097 |
$5,648 |
$16,966 |
$66,005 |
$21,790 |
$443 |
$14,533 |
|
Jun 2015 |
$176,298 |
$6,377 |
$21,543 |
$65,138 |
$23,540 |
$412 |
$16,962 |
|
Sep 2015 |
$163,920 |
$6,378 |
$22,165 |
$67,021 |
$24,221 |
$413 |
$16,966 |
|
Dec 2015 |
$174,031 |
$6,382 |
$22,419 |
$67,788 |
$24,498 |
$413 |
$16,976 |
|
Mar 2016 |
$169,113 |
$6,365 |
$22,658 |
$68,510 |
$24,759 |
$412 |
$16,931 |
|
Jun- 2016 |
$181,389 |
$6,995 |
$26,461 |
$68,139 |
$29,100 |
$328 |
$17,823 |
|
Sep 2016 |
$189,891 |
$7,014 |
$27,082 |
$69,738 |
$29,783 |
$329 |
$17,873 |
|
Dec 2016 |
$199,119 |
$7,030 |
$28,469 |
$73,310 |
$31,309 |
$329 |
$17,913 |
|
Mar 2017 |
$208,453 |
$7,053 |
$29,431 |
$75,786 |
$32,366 |
$330 |
$17,972 |
|
Jun 2017 |
$205,755 |
$7,086 |
$30,470 |
$78,463 |
$33,510 |
$332 |
$18,055 |
|
Sep 2017 |
$206,231 |
$7,054 |
$30,730 |
$79,131 |
$33,795 |
$330 |
$17,974 |
|
Date |
Overseas shares ($m) |
Overseas non-residential real property ($m) |
Overseas residential real property ($m) |
Overseas managed investments ($m) |
Other overseas assets ($m) |
|---|---|---|---|---|---|
|
Jun 2013 |
$1,959 |
$106 |
$212 |
$390 |
$1,952 |
|
Sep 2013 |
$2,151 |
$117 |
$233 |
$428 |
$2,144 |
|
Dec 2013 |
$2,221 |
$121 |
$241 |
$442 |
$2,214 |
|
Mar 2014 |
$2,268 |
$123 |
$246 |
$452 |
$2,261 |
|
Jun 2014 |
$1,847 |
$114 |
$238 |
$488 |
$2,247 |
|
Sep 2014 |
$1,830 |
$113 |
$236 |
$484 |
$2,227 |
|
Dec 2014 |
$1,885 |
$116 |
$243 |
$499 |
$2,293 |
|
Mar 2015 |
$2,081 |
$128 |
$268 |
$550 |
$2,532 |
|
Jun 2015 |
$3,496 |
$117 |
$260 |
$708 |
$2,697 |
|
Sep 2015 |
$3,251 |
$108 |
$242 |
$658 |
$2,508 |
|
Dec 2015 |
$3,451 |
$115 |
$257 |
$699 |
$2,663 |
|
Mar 2016 |
$3,354 |
$112 |
$250 |
$679 |
$2,587 |
|
Jun 2016 |
$4,035 |
$125 |
$257 |
$737 |
$2,580 |
|
Sep 2016 |
$4,224 |
$131 |
$269 |
$772 |
$2,701 |
|
Dec 2016 |
$4,430 |
$137 |
$282 |
$810 |
$2,832 |
|
Mar 2017 |
$4,637 |
$144 |
$295 |
$848 |
$2,965 |
|
Jun 2017 |
$4,577 |
$142 |
$291 |
$837 |
$2,926 |
|
Sep 2017 |
$4,588 |
$142 |
$292 |
$838 |
$2,933 |
|
|
Total Australian and overseas assets ($m) |
Borrowings ($m) |
Other Liabilities ($m) |
Total net Australian and overseas assets ($m) |
|---|---|---|---|---|
|
Jun 2013 |
$478,048 |
$9,823 |
$3,986 |
$464,239 |
|
Sep 2013 |
$501,811 |
$10,312 |
$4,184 |
$487,315 |
|
Dec 2013 |
$516,404 |
$10,611 |
$4,305 |
$501,488 |
|
Mar 2014 |
$526,827 |
$10,826 |
$4,392 |
$511,609 |
|
Jun 2014 |
$536,405 |
$13,836 |
$4,768 |
$517,801 |
|
Sep 2014 |
$538,769 |
$13,897 |
$4,789 |
$520,083 |
|
Dec 2014 |
$551,208 |
$14,218 |
$4,900 |
$532,090 |
|
Mar 2015 |
$580,394 |
$14,971 |
$5,160 |
$560,263 |
|
Jun 2015 |
$588,718 |
$18,251 |
$5,515 |
$564,952 |
|
Sep 2015 |
$578,157 |
$17,923 |
$5,416 |
$554,818 |
|
Dec 2015 |
$594,620 |
$18,434 |
$5,570 |
$570,616 |
|
Mar 2016 |
$590,600 |
$18,309 |
$5,533 |
$566,758 |
|
Jun 2016 |
$632,097 |
$20,587 |
$5,439 |
$606,071 |
|
Sep 2016 |
$651,058 |
$21,205 |
$5,602 |
$624,251 |
|
Dec 2016 |
$673,459 |
$21,934 |
$5,795 |
$645,730 |
|
Mar 2017 |
$693,552 |
$22,589 |
$5,968 |
$664,995 |
|
Jun 2017 |
$699,327 |
$22,777 |
$6,017 |
$670,533 |
|
Sep 2017 |
$701,604 |
$22,851 |
$6,037 |
$672,716 |