This table shows the proportion of assets held by accumulation and pension phase SMSFs, for each type of asset listed on the 2014 SMSF annual return.
These figures are estimates based on SMSF annual return form data.
Asset allocation |
Accumulation phase |
Pension phase |
|---|---|---|
Listed trusts |
3.2% |
4.2% |
Unlisted trusts |
8.9% |
8.7% |
Insurance policy |
0.1% |
0.0% |
Other managed investments |
4.0% |
5.0% |
Cash and term deposits |
28.0% |
27.2% |
Debt securities |
0.7% |
1.4% |
Loans |
0.6% |
0.7% |
Listed shares |
24.5% |
34.9% |
Unlisted shares |
1.2% |
0.9% |
Limited recourse borrowing arrangements |
6.4% |
1.2% |
Non-residential real property |
12.8% |
10.1% |
Residential real property |
5.7% |
2.6% |
Collectables and personal use assets |
0.1% |
0.0% |
Other assets |
2.9% |
2.4% |
Overseas shares |
0.4% |
0.3% |
Overseas non-residential real property |
0.0% |
0.0% |
Overseas residential real property |
0.1% |
0.0% |
Overseas managed investments |
0.1% |
0.1% |
Other overseas assets |
0.4% |
0.4% |
Total Australian and overseas assets (%) |
100% |
100% |