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 2015, 44% 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.
Asset concentration |
2011 |
2012 |
2013 |
2014 |
2015 |
|---|---|---|---|---|---|
12.1% |
14.2% |
12.9% |
12.1% |
11.3% |
|
>=90% |
30.7% |
32.0% |
32.2% |
31.9% |
30.8% |
>=80% |
44.2% |
45.0% |
45.3% |
45.2% |
44.3% |
>=70% |
57.5% |
57.8% |
58.1% |
58.1% |
57.1% |
>=60% |
71.3% |
71.5% |
71.7% |
71.5% |
70.4% |
>=50% |
86.6% |
86.8% |
86.8% |
86.5% |
85.5% |
*An asset concentration of 100% indicates all assets are held within a particular asset class.
2011 |
2012 |
2013 |
2014 |
2015 |
|
|---|---|---|---|---|---|
5.4% |
6.3% |
5.8% |
5.3% |
4.9% |
|
>=90% |
19.2% |
19.7% |
19.8% |
19.7% |
19.3% |
>=80% |
29.9% |
30.1% |
30.2% |
30.2% |
29.7% |
>=70% |
40.2% |
40.0% |
40.0% |
40.1% |
39.4% |
>=60% |
50.2% |
50.0% |
49.9% |
49.7% |
49.0% |
>=50% |
60.1% |
59.9% |
59.8% |
59.5% |
58.7% |
*An asset concentration of 100% indicates all assets are held within a particular asset class.