The ATO publish regular statistical reports for the self managed super fund (SMSFs) market.
The following table consists of details of the number of SMSFs that were established and wound up during each financial year:
| JUNE-06 | JUNE-07 | JUNE-08 | JUNE-09 | |
| Establishments | 24,191 | 44,584 | 32,498 | 28,995 |
| Wind Ups | 4,923 | 3,862 | 4,558 | 2,310 |
| Total number of SMSFs | 314,971 | 355,693 | 383,633 | 410,318 |
| Total members of SMSFs | 604,333 | 680,154 | 721,469 | 772,299 |
This table contains estimates of the amount of assets held by SMSFs for each type of asset listed on the SMSF income tax and regulatory return for the financial years ended 30 June 04 - 07:
| JUNE-04 | JUNE-05 | JUNE-06 | JUNE-07 | |
| Life Insurance Policies ($m) | 344 | 293 | 279 | 274 |
| Other Managed Investments ($m) | 7,882 | 10,100 | 13,717 | 19,932 |
| Overseas Assets ($m) | 853 | 1,067 | 1,525 | 2,303 |
| Real Property ($m) | 15,481 | 18,797 | 22,649 | 35,197 |
| Other Property ($m) | 630 | 741 | 842 | 1,005 |
| Listed Shares & Equities ($m) | 41,048 | 53,566 | 70,811 | 112,043 |
| Unlisted Shares & Equities ($m) | 2,045 | 2,888 | 3,634 | 5,040 |
| Public Trustss ($m) | 13,981 | 18,029 | 23,499 | 33,752 |
| Other Trusts ($m) | 13,947 | 16,789 | 19,655 | 24,243 |
| Cash, Debt Securities & Term Deposits ($m) | 30,452 | 37,319 | 46,024 | 82,167 |
| Loans ($m) | 1,245 | 1,387 | 1,483 | 1,744 |
| Other ($m) | 3,258 | 4,450 | 5,813 | 8,713 |
| Total Direct Assets ($m) | 123,301 | 155,032 | 195,934 | 306,207 |
| TOTAL ASSETS ($m) | 131,526 | 165,452 | 209,930 | 326,413 |
The following estimates relate to the amount of assets held by the SMSFs for each type of investment listed in the SMSF annual return for June 2008 and preceeding quarters. This is a very interesting table due the recent global economic financial crisis.
| JUNE-08 | SEPT-08 | DEC-08 | MAR-09 | JUN-09 | |
| Listed Trusts ($m) | 25,392 | 24,263 | 22,453 | 22,677 | 25,118 |
| Unlisted Trusts ($m) | 28,709 | 27,432 | 25,385 | 25,639 | 28,399 |
| Insurance POlicy ($m) | 245 | 248 | 252 | 258 | 264 |
| Other Managed Investments ($m) | 19,211 | 18,701 | 16,979 | 16,890 | 17,288 |
| Cash and Term Deposits ($m) | 87,065 | 89,737 | 92,576 | 96,071 | 100,159 |
| Debt Securities ($m) | 2,179 | 2,246 | 2,317 | 2,404 | 2,506 |
| Loans ($m) | 1,947 | 1,998 | 2,026 | 2,070 | 2,129 |
| Listed Shares ($m) | 106,883 | 97,256 | 81,145 | 81,243 | 92,327 |
| Unlisted Shares ($m) | 3,664 | 3,759 | 3,811 | 3,896 | 4,006 |
| Derivatives and Instalment Warrants ($m) | 395 | 408 | 421 | 436 | 455 |
| Non-residential Real Property ($m) | 30,510 | 30,545 | 31,047 | 31,630 | 34,125 |
| Residential Real Property ($m) | 10,758 | 11,036 | 11,189 | 11,437 | 11,762 |
| Artwork, Collectibles, metal or Jewels | 397 | 407 | 413 | 422 | 434 |
| Other Assets ($m) | 10,035 | 10,295 | 10,438 | 10,669 | 10,972 |
| Overseas Shares ($m) | 763 | 694 | 579 | 580 | 659 |
| Overseas Non-residential Real Property ($m) | 47 | 43 | 36 | 36 | 41 |
| Overseas Residential Real Property ($m) | 85 | 77 | 64 | 64 | 73 |
| Overseas Managed Investments ($m) | 294 | 267 | 223 | 223 | 254 |
| Other Overseas Assets ($m) | 1,522 | 1,385 | 1,155 | 1,157 | 1,314 |
| TOTAL AUSTRALIAN AND OVERSEAS ASSETS ($m) | 330,100 | 320,797 | 302,508 | 307,803 | 332,286 |
Further statistical data can be found at:
Self-managed super fund statistical report - June 2009
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