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Self-managed superannuation funds: A statistical overview 2008-09

Ta ble 16: 2009 asset concentration

This table illustrates the distribution of SMSFs that have 50% or more of their assets by value invested in one particular asset class. For example, 41% of SMSFs hold 80% of their assets in one particular asset class, representing 28.5% of total SMSF assets.

These figures are estimates based on SMSF income tax and regulatory return form data.

Table 16: 2009 asset concentration

Sections within Appendix 1 - data tables

Last Modified: Thursday, 7 March 2013

Table of contents

Executive summary

Growth of the SMSF sector

SMSF management

Member demographics

Investment performance

Operating expenses

Appendix 1 - data tables

Table 1: Contribution flows

Table 2: Rollover flow (into and out of SMSFs)

Table 3: Yearly SMSF population and asset size

Table 4: SMSF age distribution

Table 5: SMSF trustee type

Table 6: Number of audits performed by approved auditors

Table 7: Number of SMSFs registered per tax agent

Table 8: SMSF member age ranges

Table 9: SMSF member age, balances and taxable income, contrasting with non-SMSF member taxable income

Table 10: Average and median asset sizes

Table 11: Asset ranges by fund and member size

Table 12: Average return on assets (ROA) by fund size

Table 13: 2009 SMSF asset allocations

Table 14: 2009 SMSF asset allocations by fund size

Table 15: 2009 SMSF asset allocations by SMSFs in accumulation and pension phases

Table 16: 2009 asset concentration

Table 17: 2009 asset concentrations by fund size

Table 18: 2009 asset concentrations by asset class

Table 19: Average operating expense ratios to assets by SMSF fund size

Table 20: Operating expense ratio ranges

Table 21: 2009 SMSF audit fees

Table 22: SMSF audit fee by ranges

Table 23: Types of contraventions reported to the ATO

Appendix 2 - data issues

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