10 big things from the ATO SMSF statistics
ATO / SMSF / Statistics

10 big things from the ATO SMSF statistics

The annual statistical overview of the SMSF sector each year paints an interesting picture of the dynamics of an ever-growing industry.  In December 2014, the Australian Taxation Office (ATO) published the 2012-13 statistical report.  I have outlined below 10 interesting SMSF statistics from the report that shed important light about both trustees and professionals within the … Continue reading »

INFOGRAPHIC: The latest stats show no stopping SMSFs
ATO / SMSF / Statistics

INFOGRAPHIC: The latest stats show no stopping SMSFs

We’ve seen this week the release of the June 2013 SMSF statistics from the Australian Taxation Office (ATO). I’m a ‘visual’ person when it comes to statistics, so I’ve put together an infographic that outlines some of the headline numbers and trends with the self-managed super fund sector’s continued growth. Continue reading »

Decline in SMSF growth?  I don’t think so…
ATO / SMSF / SMSF Compliance / Statistics

Decline in SMSF growth? I don’t think so…

It has been interesting reading over the past couple of days about the headline of the ATO March 2013 statistics focusing on a sharp decline in new establishments rather than the milestone of more than 500,000 SMSFs now in operation in Australia. Whilst opportunistic to report on newly released statistics, there is a traditional time-lag … Continue reading »

What to take from the latest ATO SMSF statistics
ATO / Professionals / SMSF / SMSF Compliance / Statistics / Trustee education

What to take from the latest ATO SMSF statistics

Last week saw the release the ATO’s SMSF quarterly statistics (September 2012) which again showed strong growth in fund establishments.  A further 8,183 new funds were setup in the first quarter of 2012-13 financial year, taking the number of SMSFs to 488,576.  Total assets grew to more than $458 billion, which now shows the average … Continue reading »

ATO / Professionals / SMSF / SMSF Compliance / Statistics

INFOGRAPHIC: ATO releases SMSF statistics for June 2012

The ATO has published the June 2012 quarterly statistics on the self managed super fund market, with figures showing further growth in the sector with 7,197 new fund established for the quarter, taking the total number of SMSFs to 478,263.   The average fund balance has grown to $917,895, with $439 billion of assets, the … Continue reading »

ATO / SMSF / Trustee education

Younger SMSF entrants are in for the long haul

There’s been a lot of media in recent times about the growth in younger entrants to the Self Managed Super Fund market.  Much of this discussion has come from the recently updated SMSF statistical summary published by the Australian Taxation Office. Is this simply a ‘spike’ in the statistics or is it a genuine trend in … Continue reading »

ATO / Investments / Professionals / SMSF / SMSF Compliance / Statistics / Trustee education

SMSFs continue to grow

The Australian Taxation Office has released their June 2011 quarterly statistics regarding Self-Managed Super Funds.  These statistics highlight the growing interest by individuals and professionals towards the SMSF industry. I have outlined below some of the key highlights and analysis from the June 2011 statistics: Net establishments for the June 2011 quarter were 7,402 (7,466 … Continue reading »

Opinion / Professionals / SMSF / SMSF Compliance / Statistics

10 things about the latest stats on SMSFs

The Australian Taxation Office (ATO) has recently released (2 March 2011) their quarterly SMSF statistics to the end of December 2010.  A lot of attention is directed to these statistics about the continuing growth of the SMSF industry, but what are some of these statistics really telling us about self-managed super funds? I outlined below … Continue reading »