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Self-managed super fund quarterly statistical report – June 2023

Statistical report for the self-managed super fund market for the period up to June 2023.

Published 4 April 2024

See the report on data.gov.au

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.

This report is now available on data.gov.au:

Self-managed super fund quarterly statistical report – June 2023External Link

What's included in the report

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 by number of members)
    • fund demographics (state break-up of SMSFs, members and assts)
    • member demographics (age, gender 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
    • new funds by state/territory
    • age and gender of new members
    • income range of new members.

Historical data and our annual publication

A number of tables no longer report data prior to 2018. Refer to historical data to access this data.

We produce an annual SMSF statistical publication – the latest is Self-managed super funds: a statistical overview 2020–21.

 

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