This table shows, by asset class, the distribution of SMSFs that have 50% or more of their assets by value invested in that asset class.
These figures are estimates based on SMSF annual return form data.
Asset type |
100% |
>=90% |
>=80% |
>=70% |
>=60% |
>=50% |
|---|---|---|---|---|---|---|
Listed trusts |
0.0% |
0.3% |
0.6% |
0.8% |
1.1% |
1.6% |
Unlisted trusts |
0.1% |
1.4% |
2.4% |
3.3% |
4.3% |
5.5% |
Insurance policy |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
Other managed investments |
0.1% |
1.2% |
1.8% |
2.3% |
2.9% |
3.5% |
Cash and term deposits |
10.7% |
15.9% |
18.5% |
21.4% |
24.8% |
29.0% |
Debt securities |
0.0% |
0.0% |
0.0% |
0.1% |
0.1% |
0.1% |
Loans |
0.0% |
0.2% |
0.3% |
0.3% |
0.4% |
0.5% |
Listed shares |
0.2% |
5.9% |
11.0% |
16.2% |
21.6% |
27.3% |
Unlisted shares |
0.0% |
0.2% |
0.3% |
0.5% |
0.6% |
0.7% |
Limited recourse borrowing arrangements |
0.1% |
1.6% |
2.3% |
2.7% |
3.1% |
3.3% |
Non-residential real property |
0.2% |
2.6% |
4.2% |
5.7% |
7.1% |
8.4% |
Residential real property |
0.1% |
1.2% |
2.0% |
2.6% |
3.2% |
3.8% |
Collectables and personal use assets |
0.0% |
0.0% |
0.0% |
0.1% |
0.1% |
0.1% |
Other assets |
0.4% |
0.9% |
1.2% |
1.4% |
1.7% |
2.0% |
Overseas shares |
0.0% |
0.0% |
0.0% |
0.0% |
0.1% |
0.1% |
Overseas non-residential real property |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
Overseas residential real property |
0.0% |
0.0% |
0.0% |
0.1% |
0.1% |
0.1% |
Overseas managed investments |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
Other overseas assets |
0.0% |
0.0% |
0.1% |
0.1% |
0.1% |
0.2% |
Total |
12.1% |
31.6% |
44.8% |
57.7% |
71.2% |
86.4% |