ato logo
Search Suggestion:

Table 20: Asset concentration, by phase (2014)

Last updated 15 December 2015

This table shows the distribution of SMSFs in accumulation or pension phase, which 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 phase, in 2014

Asset concentration

Proportion of SMSFs in
accumulation phase

Proportion of SMSFs in
pension phase

100%

15.5%

8.3%

 

>=90%

38.3%

24.2%

 

>=80%

52.3%

36.5%

 

>=70%

64.8%

49.8%

 

>=60%

77.2%

64.6%

 

>=50%

90.2%

82.0%

QC81342