SMSF – Statistics July 2021

self managed super funds trends

Written by Supervision Group

Supervision Group has a highly experienced team of professionals with one goal, to improve how you interact with your Business, Super, Personal Finances and Investments to grow your wealth. We know what it takes to grow and thrive in today’s fast-paced economy.

13 September 2021

Here are the topline numbers from the July 2021

  • Largest net establishments since 2016 of 23,125 SMSF’s added to the number of existing SMSF’s. Wind ups are down to record low numbers.
  • Total Number of SMSF are 597,900 with 1,114,529 members
  • Combined net value of $789,672 Million [$789 billion] = $822,045 Total Assets – $32,373 Total Liabilities (Borrowings)
  • 5% of all SMSF assets are invested in Cash & TD’s
  • 19% invested in Listed Shares
  • 48% invested in Residential Property
  • .026% invested in Crypto Currency ($212 Million)

As an SMSF increases in $ Value the % of cash in the SMSF gets lower.  SMSF’s valued at between 1-50K have a weighting of cash of 49.8%.  SMSF’s greater than $50 Million in size have 12.5% invested in cash. The decline in % is consistent across the value cohorts.

In contrast the level of investment in listed shares remains steady at an average percentage weighting of 25.2% across all value SMSF’s.

As SMSF’s get larger in size they increase their weighting in unlisted trusts.  SMSF’s valued between 1-50K hold only 2.7% in unlisted trusts all the way to 21.7% for SMSF’s with a value of over $50 Million. 

The largest cohort of SMSF members still resides in the members aged between 75-84 (13.7% of Males & 11.3% Females) however the age gap is narrowing with younger SMSF trustees starting to make up greater percentages.

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