• Table 15: SMSF asset allocations (2012)

    This table shows the value and proportion of assets held by the SMSF population for each type of asset listed on the 2012 SMSF annual return as well as the mean and median value. It follows that SMSFs will have different asset allocations in individual cases.

    These figures are estimates based on SMSF annual return form data. To ensure consistency, the total monetary amounts used in this table are those reported in the Self-managed super fund statistical report, June 2013.

    SMSF asset allocations
    Asset allocation ($m) Proportion of total SMSF assets Proportion of SMSF population holding those assets Mean* ($) Median* ($)

    Listed trusts

    15,307

    3.49%

    26.83%

    120,969

    44,037

    Unlisted trusts

    37,236

    8.50%

    19.89%

    397,039

    143,031

    Insurance policy

    177

    0.04%

    0.20%

    186,534

    77,793

    Other managed investments

    18,727

    4.27%

    12.11%

    327,811

    130,565

    Cash and term deposits

    142,525

    32.53%

    97.47%

    310,022

    117,129

    Debt securities

    3,778

    0.86%

    4.61%

    173,746

    70,000

    Loans

    2,890

    0.66%

    3.11%

    196,706

    54,457

    Listed shares

    125,336

    28.61%

    63.17%

    420,699

    198,490

    Unlisted shares

    5,042

    1.15%

    8.00%

    133,654

    30,000

    Limited recourse borrowing arrangements

    2,260

    0.52%

    1.04%

    458,963

    251,134

    Non-residential real property

    53,081

    12.12%

    14.57%

    772,314

    484,000

    Residential real property

    15,859

    3.62%

    6.55%

    512,984

    394,508

    Collectables and personal use assets

    513

    0.12%

    1.27%

    85,541

    25,920

    Other assets

    11,808

    2.70%

    77.20%

    32,424

    6,063

    Overseas shares

    1,431

    0.33%

    3.16%

    95,950

    23,582

    Overseas non-residential real property

    79

    0.02%

    0.05%

    329,224

    170,003

    Overseas residential real property

    155

    0.04%

    0.14%

    237,103

    145,000

    Overseas managed investments

    289

    0.07%

    0.39%

    155,284

    54,990

    Other overseas assets

    1,631

    0.37%

    3.37%

    102,750

    28,564

    Total Australian and overseas Assets

    438,122

    100.00%

     

    931,535

    518,576

    Borrowings

    6,278

    1.43%

    3.73%

    356,432

    233,431

    Other liabilities

    3,450

    0.79%

    61.55%

    11,886

    3,011

    Net Australian and overseas assets

    428,394

    97.78%

     

    908,103

    501,269

    * Mean and median values are only applicable to the funds that held those types of assets.
      Last modified: 16 Dec 2013QC 37999