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Self-managed super fund quarterly statistical report – June 2018

This is a statistical report for the self-managed super fund market for the period up to June 2018.

Last updated 24 October 2018

We publish quarterly statistical reports for the self-managed super fund (SMSF) market. This report has been developed taking into account valuable feedback from the superannuation industry.

The information in this report includes:

See also:

Find out about:

Explanatory notes on statistics used

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 three months after the end of the quarter. The next report will cover the period up to 30 September 2018 and should be available in November 2018.

If you would like to provide comments, or you have questions about this report, email us at SPR_smsfstats@ato.gov.au

This email address is only for comments and questions about published SMSF data.

Additional information

From the June 2018 report, the 2016–17 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 18 January 2018, we released Self-managed superannuation funds: A statistical overview 2015–16. Because the overview is based on historical data, it will differ from the more recent data in this quarterly SMSF statistical report.

See also:

Historical data

To view historical data refer to:

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 that occur 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 2018 extrapolated from 2016–17 data.

The data was extracted on 03 August 2018.

Population table – annual data

Date

Establishments

Wind-ups

Net establishments

Total number of SMSFs

Total members of SMSFs

Jun 2013

39,346

11,193

28,153

500,923

947,819

Jun 2014

33,379

12,571

20,808

521,731

987,951

Jun 2015

33,792

12,895

20,897

542,628

1,027,276

Jun 2016

32,868

11,961

20,907

563,535

1,061,794

Jun 2017

30,540

12,355

18,185

581,720

1,090,885

Jun 2018

25,034

10,529

14,505

596,225

1,118,650

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 were 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. It is anticipated that the number of June 2018 quarter establishments and particularly wind-ups will increase as more notifications are received.

In addition, recent quarter estimates of the total members of SMSFs are extrapolated from 2016–17 return form data.

Generally the ATO receives wind-up notifications as at the end of the financial year so the June quarters have significantly larger wind-ups than other quarters. However, a large number of wind-ups occurred in the September 2017 quarter due to the ATO’s cancellation of ABNs for almost 9,000 SMSFs.

The data was extracted on 03 August 2018.

Population table – quarterly data

Date

Establishments

Wind-ups

Net establishments

Total number of SMSFs

Total members of SMSFs

Jun 2013

9,484

7,332

2,152

500,923

947,819

Sep 2013

9,220

1,657

7,563

508,486

965,201

Dec 2013

7,879

909

6,970

515,456

977,657

Mar 2014

7,759

1,203

6,556

522,012

989,337

Jun 2014

8,521

8,802

-281

521,731

987,951

Sep 2014

9,399

1,167

8,232

529,963

1,005,896

Dec 2014

7,904

1,142

6,762

536,725

1,017,874

Mar 2015

7,893

1,355

6,538

543,263

1,029,428

Jun 2015

8,596

9,231

-635

542,628

1,027,276

Sep 2015

9,613

817

8,796

551,424

1,041,230

Dec 2015

7,087

956

6,131

557,555

1,052,109

Mar 2016

7,590

1,171

6,419

563,974

1,063,482

Jun 2016

8,578

9,017

-439

563,535

1,061,794

Sep 2016

7,970

636

7,334

570,869

1,072,516

Dec 2016

6,767

961

5,806

576,675

1,082,823

Mar 2017

7,394

1,240

6,154

582,829

1,093,727

Jun 2017

8,409

9,518

-1,109

581,720

1,090,885

Sep 2017

7,361

8,928

-1,567

580,153

1,090,025

Dec 2017

6,237

671

5,566

585,719

1,099,928

Mar 2018

5,905

724

5,181

590,900

1,109,137

Jun 2018

5,531

206

5,325

596,225

1,118,650

Asset allocation tables

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 2017 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 September 2017 and subsequent quarters are extrapolated from 2016–17 return form data.

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 03 August 2018.

Asset allocation tables ($ million)

Date

Listed trusts

Unlisted trusts

Insurance policy

Other managed investments

Cash and term deposits

Debt securities

Loans

Jun 2013

$16,699

$42,504

$183

$21,126

$142,147

$4,638

$3,529

Sep 2013

$17,803

$45,315

$190

$22,586

$143,190

$4,672

$3,557

Dec 2013

$18,544

$47,200

$195

$23,569

$144,408

$4,712

$3,578

Mar 2014

$18,998

$48,356

$197

$24,561

$145,933

$4,762

$3,600

Jun 2014

$20,135

$48,699

$166

$24,650

$144,218

$6,209

$3,771

Sep 2014

$20,267

$49,017

$167

$25,000

$145,030

$6,244

$3,778

Dec 2014

$20,891

$50,528

$170

$25,953

$146,057

$6,289

$3,779

Mar 2015

$22,289

$53,908

$179

$27,628

$147,388

$6,346

$3,790

Jun 2015

$24,166

$56,116

$154

$28,888

$147,284

$7,499

$4,075

Sep 2015

$23,670

$54,964

$150

$29,048

$147,864

$7,529

$4,077

Dec 2015

$24,537

$56,979

$153

$29,919

$148,603

$7,566

$4,080

Mar 2016

$24,322

$56,479

$150

$29,629

$149,472

$7,611

$4,069

Jun 2016

$27,571

$64,103

$141

$30,418

$151,142

$9,105

$4,494

Sep 2016

$28,511

$66,288

$107

$33,852

$151,195

$9,108

$4,502

Dec 2016

$29,917

$69,559

$107

$35,447

$151,542

$9,129

$4,509

Mar 2017

$31,129

$72,377

$108

$36,325

$152,287

$9,174

$4,525

Jun 2017

$31,668

$74,967

$173

$33,198

$171,774

$11,332

$4,577

Sep 2017

$31,775

$75,220

$172

$33,835

$171,903

$11,340

$4,581

Dec 2017

$33,228

$78,661

$173

$34,897

$172,249

$11,363

$4,593

Mar 2018

$32,632

$77,249

$171

$35,160

$172,937

$11,409

$4,605

Jun 2018

$34,283

$81,159

$172

$35,221

$174,212

$11,493

$4,613

Asset allocation tables ($ million) continued 

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

$139,599

$5,280

$8,845

$56,732

$17,291

$496

$12,828

Sep 2013

$153,328

$5,323

$9,145

$58,657

$17,878

$500

$12,931

Dec 2013

$158,289

$5,354

$9,610

$61,639

$18,787

$503

$13,006

Mar 2014

$161,667

$5,387

$9,875

$63,343

$19,306

$506

$13,086

Jun 2014

$163,955

$5,597

$15,553

$60,434

$20,013

$442

$14,425

Sep 2014

$162,488

$5,607

$15,895

$61,765

$20,454

$442

$14,450

Dec 2014

$167,311

$5,610

$16,403

$63,739

$21,108

$443

$14,457

Mar 2015

$184,733

$5,625

$16,890

$65,630

$21,734

$444

$14,497

Jun 2015

$173,870

$6,343

$21,434

$64,609

$23,460

$417

$16,883

Sep 2015

$161,683

$6,345

$22,056

$66,485

$24,142

$417

$16,889

Dec 2015

$171,671

$6,349

$22,310

$67,252

$24,420

$417

$16,900

Mar 2016

$166,825

$6,333

$22,549

$67,971

$24,681

$416

$16,856

Jun- 2016

$174,895

$7,013

$26,914

$67,665

$29,121

$344

$17,752

Sep 2016

$182,904

$7,025

$27,517

$69,180

$29,773

$344

$17,782

Dec 2016

$191,687

$7,037

$28,911

$72,684

$31,281

$345

$17,812

Mar 2017

$200,710

$7,061

$29,893

$75,153

$32,344

$346

$17,873

Jun 2017

$204,660

$7,515

$37,216

$65,122

$34,248

$313

$18,770

Sep 2017

$204,926

$7,521

$37,419

$65,477

$34,434

$313

$18,786

Dec 2017

$219,812

$7,540

$38,124

$66,710

$35,083

$314

$18,833

Mar 2018

$210,940

$7,561

$38,294

$67,009

$35,240

$315

$18,884

Jun 2018

$229,181

$7,574

$38,859

$67,997

$35,760

$315

$18,917

Asset allocation tables ($ million) continued

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

$1,954

$107

$213

$388

$1,945

Sep 2013

$2,146

$117

$234

$427

$2,136

Dec 2013

$2,215

$121

$241

$440

$2,205

Mar 2014

$2,262

$124

$247

$450

$2,252

Jun 2014

$1,838

$114

$240

$486

$2,234

Sep 2014

$1,822

$113

$238

$482

$2,214

Dec 2014

$1,876

$116

$245

$496

$2,280

Mar 2015

$2,071

$128

$270

$548

$2,517

Jun 2015

$3,460

$116

$268

$702

$2,670

Sep 2015

$3,218

$108

$250

$652

$2,482

Dec 2015

$3,417

$115

$265

$693

$2,636

Mar 2016

$3,320

$112

$258

$673

$2,561

Jun 2016

$4,033

$127

$280

$726

$2,527

Sep 2016

$4,218

$133

$293

$759

$2,643

Dec 2016

$4,421

$139

$307

$796

$2,770

Mar 2017

$4,629

$146

$321

$833

$2,901

Jun 2017

$5,519

$137

$237

$763

$2,404

Sep 2017

$5,527

$137

$237

$764

$2,407

Dec 2017

$5,928

$147

$254

$819

$2,582

Mar 2018

$5,689

$141

$244

$786

$2,478

Jun 2018

$6,181

$154

$265

$854

$2,692

Asset allocation tables ($ million) continued

 Date

Total Australian and overseas assets ($m)

Borrowings ($m)

Other Liabilities ($m)

Total net Australian and overseas assets ($m)

Jun 2013

$476,505

$9,803

$3,985

$462,717

Sep 2013

$500,134

$10,289

$4,183

$485,662

Dec 2013

$514,615

$10,587

$4,304

$499,724

Mar 2014

$524,912

$10,799

$4,390

$509,723

Jun 2014

$533,179

$13,789

$4,760

$514,630

Sep 2014

$535,473

$13,848

$4,781

$516,844

Dec 2014

$547,751

$14,166

$4,891

$528,694

Mar 2015

$576,614

$14,912

$5,148

$556,554

Jun 2015

$582,414

$18,199

$5,527

$558,688

Sep 2015

$572,029

$17,874

$5,429

$548,726

Dec 2015

$588,283

$18,382

$5,583

$564,318

Mar 2016

$584,285

$18,257

$5,545

$560,483

Jun 2016

$618,371

$21,073

$5,559

$591,739

Sep 2016

$636,136

$21,678

$5,718

$608,740

Dec 2016

$658,400

$22,437

$5,919

$630,044

Mar 2017

$678,133

$23,109

$6,096

$648,928

Jun 2017

$704,589

$20,769

$5,375

$678,445

Sep 2017

$706,774

$20,834

$5,392

$680,548

Dec 2017

$731,311

$21,557

$5,579

$704,175

Mar 2018

$721,744

$21,275

$5,506

$694,963

Jun 2018

$749,899

$22,105

$5,721

$722,073

The following tables contain demographic information of SMSFs, as well as individual members, as at 30 June 2018.

This is a statistical report for the self-managed super fund market for the period up to June 2018.

QC56994