Superannuation and SMSF Statistics

Superannuation and SMSF statistics, including APRA Quarterly Superannuation Performance reports and ATO quarterly and annual SMSF statistics

New low for SMSF establishments in September 2018 quarter

The number of new SMSFs being started has reached a new low, with only 5,580 funds set up in the September 2018 quarter according to the latest ATO statistics.

The total number of SMSFs continues to grow – there were 596,059 as at the end of September 2018 – but growth is slowing. Each of the last four quarters has made a new low for SMSF establishments.

For the September 2018 quarter the ATO statistics have 5,580 SMSFs established, with 148 winding-up, resulting in 5,432 net establishments. The September 2018 quarter is the lowest for SMSF establishments since at least the June 2008 quarter.Read More »New low for SMSF establishments in September 2018 quarter

Super funds returns far outpacing growth in weekly earnings and CPI

Super fund returns are outpacing growth in weekly earnings and inflation, over the short and long term. Analysis released by the Association of Superannuation Funds of Australia (ASFA) finds that the median accumulation phase super fund returned (after tax and investment fees) 10.0% per annum over the full 56 years covered… Read More »Super funds returns far outpacing growth in weekly earnings and CPI