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  • Table 18: Asset concentration, by fund size (2013)

    This table shows, by fund size, the distribution of SMSFs that have 50% or more of their assets by value invested in one particular asset class.

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

    Asset concentration, by fund size, in 2014

    Fund size

    100%

    >=90%

    >=80%

    >=70%

    >=60%

    >=50%

    $1–$50k

    40.6%

    62.9%

    73.6%

    82.2%

    89.9%

    97.4%

    >$50k–$100k

    25.4%

    52.1%

    64.6%

    75.1%

    85.2%

    95.7%

    >$100k–$200k

    21.8%

    46.2%

    59.2%

    71.5%

    82.9%

    94.0%

    >$200k–$500k

    13.6%

    37.0%

    52.2%

    65.0%

    77.3%

    90.4%

    >$500k–$1m

    8.9%

    27.9%

    41.5%

    55.3%

    69.7%

    86.0%

    >$1m–$2m

    5.7%

    20.9%

    33.1%

    46.5%

    62.0%

    80.6%

    >$2m–$5m

    3.1%

    15.6%

    27.2%

    40.7%

    56.5%

    75.9%

    >$5m–$10m

    1.5%

    13.5%

    25.1%

    38.2%

    54.3%

    73.3%

    >$10m

    1.5%

    15.1%

    26.7%

    39.4%

    54.1%

    72.7%
      Last modified: 16 Dec 2015QC 47533