• Table 17: Asset concentrations

    These tables show the distribution of SMSFs that have 50% or more of their assets by value invested in one particular asset class. For example, in 2012, 44.6% of SMSFs held 80% of their assets in one particular asset class, representing 30% of total SMSF assets.

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

    Proportion of SMSFs
    Asset concentration 2008 2009 2010 2011 2012

    100%

    11.2%

    11.2%

    10.5%

    12.0%

    14.2%

    >=90%

    28.7%

    28.2%

    29.6%

    30.3%

    31.7%

    >=80%

    42.0%

    41.6%

    43.4%

    43.9%

    44.6%

    >=70%

    55.3%

    55.0%

    56.9%

    57.2%

    57.5%

    >=60%

    69.4%

    69.4%

    70.9%

    71.1%

    71.3%

    >=50%

    85.3%

    85.3%

    86.4%

    86.5%

    86.6%

    *An asset concentration of 100% indicates all assets are held within a particular asset class.
    Proportion of SMSF assets
    Asset concentration 2008 2009 2010 2011 2012

    100%

    5.4%

    5.5%

    4.8%

    5.4%

    6.4%

    >=90%

    18.6%

    18.3%

    19.2%

    19.0%

    19.7%

    >=80%

    29.1%

    28.6%

    30.0%

    29.7%

    30.0%

    >=70%

    39.2%

    38.9%

    40.3%

    40.1%

    40.0%

    >=60%

    49.2%

    48.9%

    50.4%

    50.1%

    50.1%

    >=50%

    59.1%

    59.0%

    60.2%

    60.0%

    60.0%

    *An asset concentration of 100% indicates all assets are held within a particular asset class.
      Last modified: 16 Dec 2013QC 37999