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  • Table 16: Asset allocations, by fund phase (2014)

    This table shows the proportion of assets held by accumulation and pension phase SMSFs, for each type of asset listed on the 2014 SMSF annual return.

    These figures are estimates based on SMSF annual return form data.

    Asset allocation in 2014, by phase

    Asset allocation

    Accumulation phase

    Pension phase

    Listed trusts

    3.2%

    4.2%

    Unlisted trusts

    8.9%

    8.7%

    Insurance policy

    0.1%

    0.0%

    Other managed investments

    4.0%

    5.0%

    Cash and term deposits

    28.0%

    27.2%

    Debt securities

    0.7%

    1.4%

    Loans

    0.6%

    0.7%

    Listed shares

    24.5%

    34.9%

    Unlisted shares

    1.2%

    0.9%

    Limited recourse borrowing arrangements

    6.4%

    1.2%

    Non-residential real property

    12.8%

    10.1%

    Residential real property

    5.7%

    2.6%

    Collectables and personal use assets

    0.1%

    0.0%

    Other assets

    2.9%

    2.4%

    Overseas shares

    0.4%

    0.3%

    Overseas non-residential real property

    0.0%

    0.0%

    Overseas residential real property

    0.1%

    0.0%

    Overseas managed investments

    0.1%

    0.1%

    Other overseas assets

    0.4%

    0.4%

    Total Australian and overseas assets (%)

    100%

    100%
      Last modified: 16 Dec 2015QC 47533