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  • 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