• Table 15: SMSF asset allocations (2013)

    This table shows the value and proportion of assets held by the SMSF population for each type of asset listed on the 2013 SMSF annual return, as well as the mean and median value. It follows that SMSFs will have different asset allocations in individual cases.

    These figures are estimates based on SMSF annual return form data. To ensure consistency, the total monetary amounts used in this table are those reported in the Self-managed super fund statistical report, June 2014.

    SMSF asset allocations, 2013

    Asset allocation

    ($m)

    Proportion of total SMSF assets

    Proportion of SMSF population holding those assets

    Mean* ($)

    Median* ($)

    Listed trusts

    17,748

    3.58%

    27.36%

    130,294

    47,616

    Unlisted trusts

    41,916

    8.47%

    19.38%

    429,977

    152,420

    Insurance policy

    184

    0.04%

    0.16%

    228,155

    96,902

    Other managed investments

    22,129

    4.47%

    11.52%

    385,551

    152,724

    Cash and term deposits

    150,236

    30.34%

    97.36%

    309,868

    118,046

    Debt securities

    4,800

    0.97%

    5.16%

    186,456

    81,171

    Loans

    3,232

    0.65%

    3.07%

    207,613

    55,583

    Listed shares

    149,948

    30.28%

    61.86%

    487,400

    228,219

    Unlisted shares

    5,642

    1.14%

    7.67%

    146,864

    30,000

    Limited recourse borrowing arrangements

    8,314

    1.68%

    2.73%

    606,442

    400,000

    Non-residential real property

    56,614

    11.43%

    14.38%

    783,639

    490,000

    Residential real property

    17,038

    3.44%

    6.60%

    515,409

    397,294

    Collectables and personal use assets

    440

    0.09%

    1.10%

    79,067

    25,479

    Other assets

    12,381

    2.50%

    78.12%

    31,537

    6,533

    Overseas shares

    1,927

    0.39%

    3.35%

    113,537

    27,306

    Overseas non-residential real property

    101

    0.02%

    0.05%

    435,702

    160,190

    Overseas residential real property

    178

    0.04%

    0.15%

    238,512

    142,309

    Overseas managed investments

    369

    0.07%

    0.36%

    206,696

    72,682

    Other overseas assets

    1,966

    0.40%

    3.19%

    123,053

    35,650

    Total Australian and overseas Assets

    495,163

    100.00%

     

    1,007,262

    559,747

    Borrowings

    9,221

    1.86%

    4.99%

    366,191

    246,786

    Other liabilities

    3,773

    0.76%

    59.82%

    12,548

    2,657

    Net Australian and overseas assets

    482,169

    97.38%

     

    981,095

    535,092

    * Mean and median values are only applicable to the funds that held those types of assets.
    SMSF limited recourse borrowing arrangement asset allocations, 2013

    LRBA investment by asset type

    ($m)

    Proportion of total SMSF assets

    Proportion of SMSF population holding those assets

    Mean* ($)

    Median* ($)

    Australian residential real property

    3,474

    0.70%

    1.38%

    499,374

    410,005

    Australian non-residential real property

    3,904

    0.79%

    0.75%

    1,030,803

    612,671

    Overseas real property

    21

    0.00%

    0.01%

    431,182

    306,830

    Australian shares

    420

    0.08%

    0.35%

    239,163

    78,061

    Overseas shares

    15

    0.00%

    0.01%

    277,179

    75,033

    Other

    480

    0.10%

    0.30%

    314,919

    93,977

    Total

    8,314

    1.68%

    2.73%

    606,442

    400,000

      Last modified: 15 Dec 2014QC 43403