Self-managed super fund quarterly statistical report – March 2020

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:

• SMSF population and asset allocation tables  
  • population of SMSFs and members
  • asset allocation (break-up of assets into various classes) 
• Annual SMSF population analysis tables  
  • asset allocation by asset value of the fund
  • membership sizes (SMSFs with one, two, three or four members)
  • fund demographics (state break-up of SMSFs, members and assets)
  • member demographics (age and income of members)
  • total asset ranges (distribution of SMSFs by the asset size of SMSFs and the assets held)
  • average and median assets (per member and per SMSF)
  • flow of funds (contributions, transfers, benefits and expenses) 
• SMSF quarterly establishment tables  
  • state/territory
  • age of new members
  • income range of new members 

Note:

• A number of tables no longer report data prior to 2015. Refer to historical data to access this data.
• The data tables can also be accessed in Excel format, see Appendix 1 (XLXS, 228KB)This link will download a file
• We produce an annual SMSF statistical publication – the latest is Self-managed super funds: a statistical overview 2017–18.