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  • Table 17: Asset concentrations

    These tables show the distribution of SMSFs that have 50% or more of their assets by value invested in one particular asset class. For example, in 2015, 44% of SMSFs held 80% of their assets in one particular asset class, representing 30% of total SMSF assets.

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

    Proportion of SMSFs

    Asset concentration

    2011

    2012

    2013

    2014

    2015

    100%

    12.1%

    14.2%

    12.9%

    12.1%

    11.3%

    >=90%

    30.7%

    32.0%

    32.2%

    31.9%

    30.8%

    >=80%

    44.2%

    45.0%

    45.3%

    45.2%

    44.3%

    >=70%

    57.5%

    57.8%

    58.1%

    58.1%

    57.1%

    >=60%

    71.3%

    71.5%

    71.7%

    71.5%

    70.4%

    >=50%

    86.6%

    86.8%

    86.8%

    86.5%

    85.5%

    *An asset concentration of 100% indicates all assets are held within a particular asset class.

    Proportion of SMSF assets

    Asset concentration

    2011

    2012

    2013

    2014

    2015

    100%

    5.4%

    6.3%

    5.8%

    5.3%

    4.9%

    >=90%

    19.2%

    19.7%

    19.8%

    19.7%

    19.3%

    >=80%

    29.9%

    30.1%

    30.2%

    30.2%

    29.7%

    >=70%

    40.2%

    40.0%

    40.0%

    40.1%

    39.4%

    >=60%

    50.2%

    50.0%

    49.9%

    49.7%

    49.0%

    >=50%

    60.1%

    59.9%

    59.8%

    59.5%

    58.7%

    *An asset concentration of 100% indicates all assets are held within a particular asset class.

      Last modified: 20 Dec 2016QC 50779