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Table 15: SMSF asset allocations (2015)

Last updated 19 December 2016

This table shows the value and proportion of assets held by the SMSF population for each type of asset listed on the 2015 SMSF annual return, as well as the mean and median value. It follows that SMSFs will have different asset allocations in individual cases.

These figures are estimates based on SMSF annual return form data. To ensure consistency, the total monetary amounts used in this table are those reported in the Self-managed super fund statistical report, June 2016.

SMSF asset allocations 2015

Asset allocation

($m)

Proportion of total SMSF assets

Proportion of SMSF population holding those assets

Mean* ($)

Median* ($)

Listed trusts

25,781

4.30%

29.25%

162,417

62,052

Unlisted trusts

56,904

9.40%

20.49%

511,788

200,000

Insurance policy

159

0.00%

0.12%

249,088

104,137

Other managed investments

30,693

5.10%

11.64%

485,741

200,418

Cash and term deposits

154,354

25.60%

97.09%

292,925

105,382

Debt securities

8,093

1.30%

6.95%

214,566

98,140

Loans

3,775

0.60%

2.82%

246,943

68,926

Listed shares

186,788

31.00%

61.59%

558,808

263,445

Unlisted shares

6,176

1.00%

7.27%

156,437

30,000

Limited recourse borrowing arrangements

20,364

3.40%

6.02%

623,684

420,000

Non-residential real property

63,846

10.60%

14.27%

824,505

510,854

Residential real property

22,708

3.80%

7.76%

539,139

414,102

Collectables and personal use assets

373

0.10%

0.84%

81,487

26,000

Other assets

16,394

2.70%

78.50%

38,478

8,133

Overseas shares

3,287

0.50%

3.77%

160,443

37,500

Overseas non-residential real property

109

0.00%

0.05%

420,723

177,046

Overseas residential real property

221

0.00%

0.16%

260,648

151,523

Overseas managed investments

699

0.10%

0.45%

288,860

104,715

Other overseas assets

2,678

0.40%

3.06%

161,484

48,643

Total Australian and overseas Assets

603,401

100.00%

 

1,134,374

631,077

Borrowings

16,853

2.80%

8.25%

376,448

265,170

Other liabilities

5,113

0.80%

60.77%

15,500

3,142

Net Australian and overseas assets

581,436

96.36%

 

1,093,079

590,500

* Mean and median values are only applicable to the funds that held those types of assets.

SMSF limited recourse borrowing arrangement asset allocations 2015

LRBA investment by asset type

($m)

Proportion of total SMSF assets

Proportion of SMSF population holding those assets

Mean* ($)

Median* ($)

Australian residential real property

9,372

1.55%

3.39%

507,798

424,500

Australian non-residential real property

9,150

1.52%

1.52%

1,112,562

650,000

Overseas real property

29

0.00%

0.01%

451,331

242,205

Australian shares

635

0.11%

0.41%

283,484

115,247

Overseas shares

428

0.07%

0.53%

146,334

31,900

Other

751

0.12%

0.32%

437,856

100,000

Total

20,364

3.40%

^6.02%

623,684

420,000

QC81286