Table 19: Asset concentration by type (2015)

This table shows, by asset class, the distribution of SMSFs that have 50% or more of their assets by value invested in that asset class.

These figures are estimates based on SMSF annual return form data.

Asset concentration by type 2015
Asset type	100%	>=90%	>=80%	>=70%	>=60%	>=50%
Listed trusts	0.0%	0.3%	0.6%	0.8%	1.2%	1.7%
Unlisted trusts	0.1%	1.4%	2.4%	3.4%	4.5%	5.8%
Insurance policy	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%
Other managed investments	0.1%	1.2%	1.9%	2.5%	3.1%	3.7%
Cash and term deposits	9.8%	14.4%	16.8%	19.5%	22.6%	26.6%
Debt securities	0.0%	0.0%	0.0%	0.1%	0.1%	0.2%
Loans	0.0%	0.2%	0.3%	0.4%	0.4%	0.5%
Listed shares	0.2%	5.9%	10.9%	15.8%	21.0%	26.6%
Unlisted shares	0.0%	0.2%	0.3%	0.4%	0.6%	0.7%
Limited recourse borrowing arrangements	0.1%	2.1%	3.2%	3.8%	4.2%	4.5%
Non-residential real property	0.2%	2.6%	4.2%	5.7%	7.1%	8.4%
Residential real property	0.1%	1.3%	2.2%	2.9%	3.5%	4.1%
Collectables and personal use assets	0.0%	0.0%	0.0%	0.1%	0.1%	0.1%
Other assets	0.4%	0.9%	1.2%	1.5%	1.7%	2.0%
Overseas shares	0.0%	0.0%	0.1%	0.1%	0.1%	0.2%
Overseas non-residential real property	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%
Overseas residential real property	0.0%	0.0%	0.0%	0.1%	0.1%	0.1%
Overseas managed investments	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%
Other overseas assets	0.0%	0.1%	0.1%	0.1%	0.1%	0.2%
Total	11.3%	30.8%	44.3%	57.1%	70.4%	85.5%

Last modified: 20 Dec 2016QC 50779