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  • Table 15: SMSF asset allocations (2014)

    This table shows the value and proportion of assets held by the SMSF population for each type of asset listed on the 2014 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 2015.

    SMSF asset allocations, 2014

    Asset allocation

    ($m)

    Proportion of total SMSF assets

    Proportion of SMSF population holding those assets

    Mean* ($)

    Median* ($)

    Listed trusts

    21,532

    3.87%

    28.72%

    143,749

    52,253

    Unlisted trusts

    48,504

    8.72%

    20.08%

    463,229

    176,150

    Insurance policy

    168

    0.03%

    0.14%

    234,455

    104,983

    Other managed investments

    26,197

    4.71%

    11.48%

    437,644

    174,011

    Cash and term deposits

    152,466

    27.42%

    97.31%

    300,397

    112,499

    Debt securities

    6,716

    1.21%

    6.05%

    212,659

    94,031

    Loans

    3,481

    0.63%

    2.96%

    225,629

    60,000

    Listed shares

    176,978

    31.83%

    61.23%

    554,178

    261,025

    Unlisted shares

    5,492

    0.99%

    7.33%

    143,586

    29,000

    Limited recourse borrowing arrangements

    15,072

    2.71%

    5.72%

    505,634

    347,063

    Non-residential real property

    60,443

    10.87%

    14.49%

    799,938

    500,000

    Residential real property

    19,632

    3.53%

    7.21%

    521,977

    403,000

    Collectables and personal use assets

    385

    0.07%

    0.99%

    74,520

    25,181

    Other assets

    14,176

    2.55%

    78.09%

    34,805

    7,178

    Overseas shares

    1,718

    0.31%

    2.22%

    148,551

    32,350

    Overseas non-residential real property

    108

    0.02%

    0.05%

    441,132

    182,360

    Overseas residential real property

    204

    0.04%

    0.17%

    234,182

    144,947

    Overseas managed investments

    504

    0.09%

    0.39%

    249,150

    88,039

    Other overseas assets

    2,263

    0.41%

    3.10%

    140,175

    40,275

    Total Australian and overseas Assets

    556,039

    100.00%

     

    1,084,918

    602,629

    Borrowings

    13,047

    2.35%

    6.70%

    373,398

    257,896

    Other liabilities

    4,460

    0.80%

    60.44%

    14,147

    2,794

    Net Australian and overseas assets

    538,532

    96.85%

     

    1,050,760

    569,617
    * Mean and median values are only applicable to the funds that held those types of assets.
    SMSF limited recourse borrowing arrangement asset allocations, 2014

    LRBA investment by asset type

    ($m)

    Proportion of total SMSF assets

    Proportion of SMSF population holding those assets

    Mean* ($)

    Median* ($)

    Australian residential real property

    6,308

    1.13%

    2.43%

    496,664

    415,735

    Australian non-residential real property

    6,519

    1.17%

    1.17%

    1,069,659

    640,000

    Overseas real property

    28

    0.01%

    0.02%

    252,044

    140,048

    Australian shares

    551

    0.10%

    0.37%

    292,411

    107,539

    Overseas shares

    967

    0.17%

    1.59%

    120,694

    32,880

    Other

    699

    0.13%

    0.32%

    413,145

    104,401

    Total

    15,072

    2.71%

    5.72%

    505,634

    347,063
      Last modified: 16 Dec 2015QC 47533