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.
Fund size |
100% |
>=90% |
>=80% |
>=70% |
>=60% |
>=50% |
|---|---|---|---|---|---|---|
$1–$50k |
42.5% |
63.6% |
74.3% |
82.7% |
90.3% |
97.5% |
>$50k–$100k |
25.1% |
51.4% |
64.3% |
74.8% |
85.3% |
95.7% |
>$100k–$200k |
20.6% |
45.2% |
58.6% |
71.3% |
82.7% |
93.8% |
>$200k–$500k |
12.9% |
37.0% |
52.8% |
65.6% |
77.4% |
90.1% |
>$500k–$1m |
8.2% |
27.6% |
41.8% |
55.4% |
69.6% |
85.6% |
>$1m–$2m |
5.4% |
20.4% |
32.6% |
45.7% |
60.9% |
79.3% |
>$2m–$5m |
3.0% |
15.5% |
26.8% |
39.7% |
55.4% |
74.6% |
>$5m–$10m |
1.5% |
13.2% |
24.1% |
36.9% |
52.5% |
71.7% |
>$10m |
1.2% |
14.2% |
26.1% |
39.5% |
53.6% |
71.6% |