• Table 20: Asset concentration, by phase (2012)

    This table shows the distribution of SMSFs in accumulation or pension phase, which 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 phase, in 2012
    Asset concentration Proportion of SMSFs in
    accumulation phase
    Proportion of SMSFs in
    pension phase

    100%

    16.7%

    9.7%

    >=90%

    35.5%

    24.6%

    >=80%

    48.7%

    36.9%

    >=70%

    61.4%

    50.1%

    >=60%

    74.6%

    65.2%

    >=50%

    88.8%

    82.6%

      Last modified: 16 Dec 2013QC 37999