• 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 2013, 45% 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

    2009

    2010

    2011

    2012

    2013

    100%

    11.2%

    10.5%

    12.0%

    14.1%

    12.9%

    >=90%

    28.3%

    29.6%

    30.5%

    31.8%

    32.0%

    >=80%

    41.6%

    43.5%

    44.1%

    44.7%

    45.0%

    >=70%

    55.1%

    57.0%

    57.3%

    57.6%

    57.8%

    >=60%

    69.4%

    71.0%

    71.2%

    71.4%

    71.5%

    >=50%

    85.4%

    86.5%

    86.5%

    86.7%

    86.8%

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

    Asset concentration

    2009

    2010

    2011

    2012

    2013

    100%

    5.5%

    5.0%

    5.4%

    6.3%

    5.9%

    >=90%

    18.3%

    19.3%

    19.1%

    19.7%

    19.8%

    >=80%

    28.7%

    30.2%

    29.9%

    30.0%

    30.3%

    >=70%

    38.9%

    40.4%

    40.2%

    39.9%

    40.2%

    >=60%

    48.9%

    50.4%

    50.2%

    49.9%

    50.1%

    >=50%

    59.0%

    60.3%

    60.1%

    59.8%

    60.1%

    *An asset concentration of 100% indicates all assets are held within a particular asset class.
      Last modified: 15 Dec 2014QC 43403