Self-Managed Super Fund Statistical Report – 2011

August 31, 2011

The ATO published regular statistical reports for the self-managed super fund (SMFS) market. The contents of this report have been worked out following valuable feedback from the super 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 1, 2, 3 or 4 members)
    • demographics (state break-up of SMSFs, members and assets)
    • member demographics (age and income of members)
    • total asset ranges (distribution of the size of SMSFs)
    • average assets (per member and per SMSF)
    • flow of funds (contributions, transfers, benefits and expenses).
  • SMSF quarterly establishment tables:
    • demographics (state break up of SMSFs)
    • member demographics (age of new members)
    • member demographics (income range of new members)