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

SMSF asset concentration

As at 30 June 2009, just below 11% of SMSFs reported holding all of their investments in one asset class, representing approximately only 5% of all SMSF assets (see appendix 1 table 16).

Smaller SMSFs were more likely to hold only one asset class (35% of those with less than $50,000 in assets). This is consistent with the fact that smaller SMSFs held the highest proportion of assets in cash and term deposits, almost 52% for those with less than $50,000 in assets (see appendix 1 table 14).

Less than 7% of SMSFs which fall within each asset range over $500,000 hold only one class of asset, (see appendix 1, table 17) indicating that as funds grow, there was a clear tendency to spread investments.

Sections within SMSF assets

• SMSF average assets
• SMSF asset ranges
• SMSF asset allocation
• SMSF asset concentration