• Table 18: Asset concentration, by fund size (2012)

    This table shows, by fund size, the distribution of SMSFs that have 50% or more of their assets by value invested in one particular asset class.

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

    Asset concentration, by fund size, in 2012
    Fund size 100% >=90% >=80% >=70% >=60% >=50%

    $1–$50k

    51.1%

    69.3%

    78.2%

    85.3%

    91.6%

    97.8%

    >$50k–$100k

    25.4%

    50.0%

    63.1%

    74.3%

    84.7%

    95.1%

    >$100k–$200k

    20.3%

    42.6%

    56.1%

    68.4%

    80.6%

    92.7%

    >$200k–$500k

    13.9%

    33.6%

    47.9%

    61.3%

    74.8%

    89.1%

    >$500k–$1m

    9.6%

    25.9%

    39.2%

    53.0%

    68.1%

    85.2%

    >$1m–$2m

    6.6%

    20.4%

    32.6%

    46.0%

    62.0%

    81.0%

    >$2m–$5m

    3.7%

    15.2%

    26.5%

    39.9%

    56.4%

    76.2%

    >$5m–$10m

    1.7%

    12.0%

    23.3%

    37.2%

    53.1%

    72.2%

    >$10m

    2.4%

    16.7%

    28.4%

    40.3%

    56.6%

    73.7%

      Last modified: 16 Dec 2013QC 37999