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 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% |