• Table 19: Asset concentration, by type (2012)

    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, in 2012
    Asset type 100% >=90% >=80% >=70% >=60% >=50%

    Listed trusts

    0.0%

    0.4%

    0.6%

    0.9%

    1.3%

    1.7%

    Unlisted trusts

    0.2%

    1.4%

    2.3%

    3.2%

    4.2%

    5.3%

    Insurance policy

    0.0%

    0.0%

    0.0%

    0.0%

    0.0%

    0.0%

    Other managed investments

    0.1%

    1.0%

    1.6%

    2.2%

    2.7%

    3.4%

    Cash and term deposits

    11.7%

    17.3%

    20.4%

    23.8%

    27.8%

    32.6%

    Debt securities

    0.0%

    0.1%

    0.1%

    0.1%

    0.1%

    0.2%

    Loans

    0.0%

    0.2%

    0.3%

    0.3%

    0.4%

    0.5%

    Listed shares

    0.3%

    5.2%

    10.2%

    15.2%

    20.4%

    26.1%

    Unlisted shares

    0.0%

    0.2%

    0.3%

    0.4%

    0.6%

    0.7%

    Limited recourse borrowing arrangements

    0.0%

    0.2%

    0.3%

    0.4%

    0.5%

    0.5%

    Non-residential real property

    0.2%

    2.5%

    4.1%

    5.6%

    7.1%

    8.5%

    Residential real property

    0.1%

    1.1%

    1.8%

    2.3%

    2.9%

    3.5%

    Collectables and personal use assets

    0.0%

    0.1%

    0.1%

    0.1%

    0.1%

    0.1%

    Other assets

    1.5%

    1.9%

    2.2%

    2.5%

    2.7%

    3.0%

    Overseas shares

    0.0%

    0.0%

    0.0%

    0.1%

    0.1%

    0.1%

    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%

    0.0%

    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

    14.2%

    31.7%

    44.6%

    57.5%

    71.3%

    86.6%

      Last modified: 16 Dec 2013QC 37999