Self-managed super funds: A statistical overview 2009-10

Table 17: 2010 asset concentrations by fund size

This table illustrates, by fund size, the distribution of SMSFs that have 50% or more of their assets by value invested in one particular asset class.

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

	Asset concentration
Fund size	100%	90%	80%	70%	60%	50%
$1-$50k	37.6%	60.6%	72.0%	81.0%	89.0%	96.9%
>$50k-$100k	21.0%	47.4%	61.6%	73.1%	83.7%	94.6%
>$100k-$200k	14.9%	39.1%	53.9%	67.1%	79.3%	92.2%
>$200k-$500k	9.7%	30.6%	45.7%	59.8%	73.7%	88.3%
>$500k-$1m	6.6%	23.6%	37.6%	52.0%	67.4%	84.9%
>$1m-$2m	5.0%	19.5%	32.3%	46.5%	62.2%	81.0%
>$2m-$5m	3.0%	15.6%	27.7%	41.3%	57.6%	76.9%
>$5m-$10m	1.9%	13.5%	25.0%	39.1%	55.2%	74.8%
>$10m	2.0%	16.5%	28.4%	42.9%	58.0%	75.1%

Sections within 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: 2010 SMSF asset allocations
• Table 14: 2010 SMSF asset allocations by fund size
• Table 15: 2010 SMSF asset allocations by SMSFs in accumulation and pension phases
• Table 16: 2010 asset concentrations
• Table 17: 2010 asset concentrations by fund size
• Table 18: 2010 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: 2010 SMSF audit fees
• Table 22: SMSF audit fee by ranges
• Table 23: Types of contraventions reported to the ATO