About this data
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 08 April 2019.
|
Date |
Establishments |
Wind-ups |
Net establishments |
Total number of SMSFs |
Total members of SMSFs |
|---|---|---|---|---|---|
|
Jun 2014 |
33,358 |
12,654 |
20,704 |
521,467 |
987,452 |
|
Jun 2015 |
33,782 |
13,032 |
20,750 |
542,217 |
1,026,496 |
|
Jun 2016 |
32,861 |
12,350 |
20,511 |
562,728 |
1,060,270 |
|
Jun 2017 |
30,517 |
13,470 |
17,047 |
579,775 |
1,092,723 |
|
Jun 2018 |
25,457 |
20,430 |
5,027 |
584,802 |
1,102,730 |
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 2014 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 around 9,000 SMSFs.
The data was extracted on 08 April 2019.
|
Date |
Establishments |
Wind-ups |
Net establishments |
Total number of SMSFs |
Total members of SMSFs |
|---|---|---|---|---|---|
|
Jun 2014 |
8,516 |
8,836 |
-320 |
521,467 |
987,452 |
|
Sep 2014 |
9,397 |
1,196 |
8,201 |
529,668 |
1,005,336 |
|
Dec 2014 |
7,899 |
1,160 |
6,739 |
536,407 |
1,017,271 |
|
Mar 2015 |
7,890 |
1,371 |
6,519 |
542,926 |
1,028,789 |
|
Jun 2015 |
8,596 |
9,305 |
-709 |
542,217 |
1,026,496 |
|
Sep 2015 |
9,615 |
964 |
8,651 |
550,868 |
1,040,179 |
|
Dec 2015 |
7,087 |
976 |
6,111 |
556,979 |
1,051,020 |
|
Mar 2016 |
7,584 |
1,199 |
6,385 |
563,364 |
1,062,329 |
|
Jun 2016 |
8,575 |
9,211 |
-636 |
562,728 |
1,060,270 |
|
Sep 2016 |
7,958 |
747 |
7,211 |
569,939 |
1,076,389 |
|
Dec 2016 |
6,764 |
1,039 |
5,725 |
575,664 |
1,086,533 |
|
Mar 2017 |
7,391 |
1,323 |
6,068 |
581,732 |
1,097,262 |
|
Jun 2017 |
8,404 |
10,361 |
-1,957 |
579,775 |
1,092,723 |
|
Sep 2017 |
7,357 |
9,152 |
-1,795 |
577,980 |
1,091,647 |
|
Dec 2017 |
6,235 |
1,150 |
5,085 |
583,065 |
1,100,634 |
|
Mar 2018 |
5,939 |
1,508 |
4,431 |
587,496 |
1,108,414 |
|
Jun 2018 |
5,926 |
8,620 |
-2,694 |
584,802 |
1,102,730 |
|
Sep 2018 |
6,166 |
498 |
5,668 |
590,470 |
1,115,372 |
|
Dec 2018 |
4,762 |
578 |
4,184 |
594,654 |
1,122,803 |
|
Mar 2019 |
3,964 |
189 |
3,775 |
598,429 |
1,129,542 |
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 2014 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 08 April 2019.
|
Date |
Listed trusts |
Unlisted trusts |
Insurance policy |
Other managed investments |
Cash and term deposits |
Debt securities |
Loans |
|---|---|---|---|---|---|---|---|
|
Jun 2014 |
$20,070 |
$48,574 |
$166 |
$24,554 |
$143,850 |
$6,186 |
$3,791 |
|
Sep 2014 |
$20,201 |
$48,892 |
$167 |
$24,903 |
$144,661 |
$6,221 |
$3,798 |
|
Dec 2014 |
$20,824 |
$50,399 |
$170 |
$25,853 |
$145,686 |
$6,265 |
$3,799 |
|
Mar 2015 |
$22,217 |
$53,770 |
$179 |
$27,521 |
$147,012 |
$6,322 |
$3,810 |
|
Jun 2015 |
$24,016 |
$55,865 |
$154 |
$28,723 |
$146,654 |
$7,456 |
$4,103 |
|
Sep 2015 |
$23,523 |
$54,719 |
$150 |
$28,883 |
$147,236 |
$7,486 |
$4,105 |
|
Dec 2015 |
$24,386 |
$56,727 |
$152 |
$29,750 |
$147,976 |
$7,523 |
$4,108 |
|
Mar 2016 |
$24,173 |
$56,230 |
$149 |
$29,461 |
$148,842 |
$7,567 |
$4,097 |
|
Jun 2016 |
$27,200 |
$63,493 |
$141 |
$30,010 |
$149,703 |
$8,968 |
$4,545 |
|
Sep 2016 |
$28,141 |
$65,689 |
$108 |
$33,393 |
$149,830 |
$8,975 |
$4,555 |
|
Dec 2016 |
$29,542 |
$68,958 |
$107 |
$34,985 |
$150,240 |
$9,000 |
$4,564 |
|
Mar 2017 |
$30,749 |
$71,776 |
$108 |
$35,864 |
$151,030 |
$9,047 |
$4,582 |
|
Jun 2017 |
$29,910 |
$77,103 |
$165 |
$32,006 |
$167,327 |
$10,846 |
$4,886 |
|
Sep 2017 |
$30,024 |
$77,398 |
$164 |
$32,633 |
$167,527 |
$10,859 |
$4,892 |
|
Dec 2017 |
$31,409 |
$80,968 |
$166 |
$33,694 |
$167,930 |
$10,885 |
$4,907 |
|
Mar 2018 |
$30,857 |
$79,544 |
$164 |
$33,964 |
$168,662 |
$10,933 |
$4,922 |
|
Jun 2018 |
$32,330 |
$83,341 |
$166 |
$35,192 |
$169,995 |
$11,019 |
$4,950 |
|
Sep 2018 |
$32,391 |
$83,498 |
$166 |
$36,056 |
$170,150 |
$11,029 |
$4,949 |
|
Dec 2018 |
$30,763 |
$79,301 |
$157 |
$34,778 |
$170,451 |
$11,049 |
$4,957 |
|
Mar 2019 |
$32,556 |
$83,923 |
$157 |
$34,686 |
$170,938 |
$11,080 |
$4,944 |
|
Date |
Listed shares ($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 2014 |
$163,444 |
$5,588 |
$15,534 |
$60,304 |
$20,000 |
$442 |
$14,420 |
|
Sep 2014 |
$161,982 |
$5,598 |
$15,877 |
$61,633 |
$20,441 |
$443 |
$14,445 |
|
Dec 2014 |
$166,791 |
$5,601 |
$16,384 |
$63,603 |
$21,094 |
$443 |
$14,452 |
|
Mar 2015 |
$184,158 |
$5,616 |
$16,870 |
$65,490 |
$21,720 |
$444 |
$14,492 |
|
Jun 2015 |
$172,886 |
$6,334 |
$21,425 |
$64,345 |
$23,448 |
$418 |
$16,884 |
|
Sep 2015 |
$160,773 |
$6,336 |
$22,047 |
$66,215 |
$24,130 |
$418 |
$16,890 |
|
Dec 2015 |
$170,709 |
$6,341 |
$22,302 |
$66,980 |
$24,409 |
$418 |
$16,902 |
|
Mar 2016 |
$165,892 |
$6,324 |
$22,541 |
$67,697 |
$24,670 |
$417 |
$16,858 |
|
Jun- 2016 |
$172,569 |
$7,029 |
$27,033 |
$67,307 |
$29,078 |
$349 |
$17,725 |
|
Sep 2016 |
$180,557 |
$7,045 |
$27,651 |
$68,847 |
$29,743 |
$349 |
$17,764 |
|
Dec 2016 |
$189,306 |
$7,060 |
$29,064 |
$72,365 |
$31,263 |
$350 |
$17,801 |
|
Mar 2017 |
$198,283 |
$7,087 |
$30,061 |
$74,848 |
$32,335 |
$351 |
$17,869 |
|
Jun 2017 |
$191,945 |
$8,018 |
$41,351 |
$68,274 |
$35,349 |
$367 |
$19,742 |
|
Sep 2017 |
$192,280 |
$8,029 |
$41,595 |
$68,677 |
$35,558 |
$367 |
$19,767 |
|
Dec 2017 |
$206,323 |
$8,052 |
$42,395 |
$69,998 |
$36,242 |
$368 |
$19,825 |
|
Mar 2018 |
$198,070 |
$8,077 |
$42,600 |
$70,336 |
$36,417 |
$370 |
$19,886 |
|
Jun 2018 |
$215,303 |
$8,124 |
$42,960 |
$70,931 |
$36,725 |
$372 |
$20,002 |
|
Sep 2018 |
$217,583 |
$8,122 |
$42,667 |
$70,447 |
$36,475 |
$372 |
$19,996 |
|
Dec 2018 |
$198,852 |
$8,134 |
$42,051 |
$69,430 |
$35,948 |
$372 |
$20,027 |
|
Mar 2019 |
$219,973 |
$8,113 |
$42,486 |
$70,149 |
$36,320 |
$371 |
$19,974 |
|
Date |
Overseas shares ($m) |
Overseas non-residential real property ($m) |
Overseas residential real property ($m) |
Overseas managed investments ($m) |
Other overseas assets ($m) |
|---|---|---|---|---|---|
|
Jun 2014 |
$1,837 |
$114 |
$241 |
$484 |
$2,228 |
|
Sep 2014 |
$1,820 |
$113 |
$239 |
$480 |
$2,208 |
|
Dec 2014 |
$1,874 |
$117 |
$246 |
$494 |
$2,274 |
|
Mar 2015 |
$2,070 |
$129 |
$272 |
$545 |
$2,511 |
|
Jun 2015 |
$3,458 |
$116 |
$274 |
$701 |
$2,659 |
|
Sep 2015 |
$3,216 |
$107 |
$255 |
$652 |
$2,472 |
|
Dec 2015 |
$3,415 |
$114 |
$271 |
$692 |
$2,625 |
|
Mar 2016 |
$3,318 |
$111 |
$263 |
$672 |
$2,551 |
|
Jun 2016 |
$4,005 |
$126 |
$287 |
$715 |
$2,502 |
|
Sep 2016 |
$4,191 |
$132 |
$300 |
$748 |
$2,618 |
|
Dec 2016 |
$4,394 |
$138 |
$314 |
$784 |
$2,745 |
|
Mar 2017 |
$4,602 |
$145 |
$329 |
$822 |
$2,875 |
|
Jun 2017 |
$5,868 |
$142 |
$302 |
$826 |
$2,428 |
|
Sep 2017 |
$5,879 |
$143 |
$303 |
$828 |
$2,432 |
|
Dec 2017 |
$6,308 |
$153 |
$325 |
$888 |
$2,609 |
|
Mar 2018 |
$6,056 |
$147 |
$312 |
$853 |
$2,505 |
|
Jun 2018 |
$6,583 |
$160 |
$339 |
$927 |
$2,723 |
|
Sep 2018 |
$6,652 |
$161 |
$342 |
$936 |
$2,752 |
|
Dec 2018 |
$6,080 |
$148 |
$313 |
$856 |
$2,515 |
|
Mar 2019 |
$6,725 |
$163 |
$346 |
$947 |
$2,782 |
|
Date |
Total Australian and overseas assets ($m) |
Borrowings ($m) |
Other Liabilities ($m) |
Total net Australian and overseas assets ($m) |
|---|---|---|---|---|
|
Jun 2014 |
$531,829 |
$13,774 |
$4,762 |
$513,293 |
|
Sep 2014 |
$534,123 |
$13,833 |
$4,783 |
$515,507 |
|
Dec 2014 |
$546,368 |
$14,151 |
$4,892 |
$527,325 |
|
Mar 2015 |
$575,147 |
$14,896 |
$5,150 |
$555,101 |
|
Jun 2015 |
$579,917 |
$18,198 |
$5,537 |
$556,182 |
|
Sep 2015 |
$569,613 |
$17,875 |
$5,439 |
$546,299 |
|
Dec 2015 |
$585,799 |
$18,383 |
$5,594 |
$561,822 |
|
Mar 2016 |
$581,835 |
$18,258 |
$5,556 |
$558,021 |
|
Jun 2016 |
$612,783 |
$21,207 |
$5,591 |
$585,985 |
|
Sep 2016 |
$630,635 |
$21,825 |
$5,753 |
$603,057 |
|
Dec 2016 |
$652,980 |
$22,598 |
$5,957 |
$624,425 |
|
Mar 2017 |
$672,763 |
$23,283 |
$6,138 |
$643,342 |
|
Jun 2017 |
$696,856 |
$23,313 |
$5,877 |
$667,666 |
|
Sep 2017 |
$699,354 |
$23,396 |
$5,898 |
$670,060 |
|
Dec 2017 |
$723,446 |
$24,202 |
$6,101 |
$693,143 |
|
Mar 2018 |
$714,672 |
$23,909 |
$6,027 |
$684,736 |
|
Jun 2018 |
$742,142 |
$24,828 |
$6,259 |
$711,055 |
|
Sep 2018 |
$744,744 |
$24,915 |
$6,281 |
$713,548 |
|
Dec 2018 |
$716,181 |
$23,959 |
$6,040 |
$686,182 |
|
Mar 2019 |
$746,634 |
$24,978 |
$6,297 |
$715,359 |