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  • Table 15: SMSF asset allocations (2015)

    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
      Last modified: 20 Dec 2016QC 50779