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 2014, 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.
Asset concentration |
2010 |
2011 |
2012 |
2013 |
2014 |
|---|---|---|---|---|---|
10.6% |
12.0% |
14.1% |
12.9% |
12.1% |
|
>=90% |
29.7% |
30.6% |
31.9% |
32.1% |
31.6% |
>=80% |
43.5% |
44.2% |
44.9% |
45.1% |
44.8% |
>=70% |
57.0% |
57.4% |
57.7% |
58.0% |
57.7% |
>=60% |
71.0% |
71.3% |
71.5% |
71.6% |
71.2% |
>=50% |
86.5% |
86.6% |
86.7% |
86.8% |
86.4% |
2010 |
2011 |
2012 |
2013 |
2014 |
|
|---|---|---|---|---|---|
5.0% |
5.4% |
6.3% |
5.8% |
5.3% |
|
>=90% |
19.3% |
19.1% |
19.7% |
19.8% |
19.7% |
>=80% |
30.2% |
29.9% |
30.0% |
30.2% |
30.1% |
>=70% |
40.4% |
40.2% |
40.0% |
40.0% |
40.1% |
>=60% |
50.5% |
50.2% |
50.0% |
49.9% |
49.8% |
>=50% |
60.3% |
60.1% |
59.9% |
59.8% |
59.6% |