Table 18: Asset concentration by fund size (2015)

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.

Asset concentration by fund size 2015
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%

Last modified: 20 Dec 2016QC 50779