Brief

On 05/02/2025, the Australian Taxation Office (ATO) issued an update regarding Self-managed super funds: A statistical overview 2022-23. This report provides a comprehensive overview of the self-managed super fund (SMSF) market, including statistics on SMSF population, member demographics, asset sizes, and contributions. The report is now available for download from data.gov.au.

The Self-managed super funds statistical overview 2022–23Opens in a new window shows statistics for the self-managed super fund (SMSF) market. This report has been developed taking into account valuable feedback from the super industry.
This report is now available on data.gov.au.
You can download SMSF infographics:

SMSF annual statistical overview 2022–23This link will download a file
SMSF member statistics by gender 2022–23This link will download a file

The information in this report includes:

SMSF population tables

SMSFs and members
Australian superannuation sector
Wind-ups

Annual SMSF population analysis tables

Age of SMSFs and members
Asset sizes and member balances
Contributions, rollovers and benefit payments
Payment phase (accumulation/retirement)
Auditors and tax agents
Contraventions
Gender statistics
Return on assets (ROA)
Expenses
Asset allocations
Asset concentration.

For previous annual overviews and quarterly reports, go to SMSF statistics.
To provide comments or enquire about this report you can email us at SPR_smsfstats@ato.gov.au.

Highlights content goes here...

Purpose:
The Self-managed super funds statistical overview 2022–23 report has been developed to provide a comprehensive statistical analysis of the self-managed super fund (SMSF) market. This report aims to offer valuable insights into the SMSF industry, including trends and developments in the sector.

Effects on Industry:
The publication of this report is expected to have a significant impact on the SMSF industry, providing stakeholders with a detailed understanding of the current state of the market. The statistics included in the report will inform industry professionals, policymakers, and individuals involved in or considering investing in SMSFs. This report may also influence investment decisions, business strategies, and policy-making processes within the superannuation sector.

Relevant Stakeholders:
The Self-managed super funds statistical overview 2022–23 is relevant to a wide range of stakeholders, including:

  • Industry professionals (e.g., accountants, financial planners, lawyers)
  • Policymakers and government agencies
  • Individuals considering investing in SMSFs or already invested in them
  • Business owners and operators within the superannuation sector
  • Auditors and tax agents
  • Organizations and associations representing the interests of SMSF members

Next Steps:
To take advantage of the insights provided by this report, stakeholders should:

  • Review the statistical data and analysis to inform their business or investment decisions
  • Consider consulting with industry professionals (e.g., accountants, financial planners) for personalized advice on investing in SMSFs
  • Engage with policymakers and government agencies to discuss potential policy changes that may impact the superannuation sector
  • Familiarize themselves with the key statistics and trends outlined in the report to make informed decisions about their investments or business operations

Any Other Relevant Information:
Previous annual overviews and quarterly reports can be accessed on the SMSF statistics page. Stakeholders are encouraged to provide feedback on this report by emailing SPR_smsfstats@ato.gov.au, which will help inform future updates and statistical analyses.

Australian Taxation Office (ATO)

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