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  • 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 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.

    Proportion of SMSFs

    Asset concentration

    2010

    2011

    2012

    2013

    2014

    100%

    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%

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

    Asset concentration

    2010

    2011

    2012

    2013

    2014

    100%

    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%

    *An asset concentration of 100% indicates all assets are held within a particular asset class.
      Last modified: 16 Dec 2015QC 47533