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  • Table 20: Asset concentration by phase (2015)

    This table shows the distribution of SMSFs in accumulation or pension phase, which 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 phase 2015

    Asset concentration

    Proportion of SMSFs in
    accumulation phase

    Proportion of SMSFs in
    pension phase

    100%

    14.7%

    7.6%

    >=90%

    38.0%

    23.3%

    >=80%

    52.5%

    35.7%

    >=70%

    65.0%

    48.7%

    >=60%

    77.1%

    63.4%

    >=50%

    89.9%

    80.8%
      Last modified: 20 Dec 2016QC 50779