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.
Fund size |
100% |
>=90% |
>=80% |
>=70% |
>=60% |
>=50% |
|---|---|---|---|---|---|---|
$1–$50k |
40.6% |
62.9% |
73.6% |
82.2% |
89.9% |
97.4% |
>$50k–$100k |
25.4% |
52.1% |
64.6% |
75.1% |
85.2% |
95.7% |
>$100k–$200k |
21.8% |
46.2% |
59.2% |
71.5% |
82.9% |
94.0% |
>$200k–$500k |
13.6% |
37.0% |
52.2% |
65.0% |
77.3% |
90.4% |
>$500k–$1m |
8.9% |
27.9% |
41.5% |
55.3% |
69.7% |
86.0% |
>$1m–$2m |
5.7% |
20.9% |
33.1% |
46.5% |
62.0% |
80.6% |
>$2m–$5m |
3.1% |
15.6% |
27.2% |
40.7% |
56.5% |
75.9% |
>$5m–$10m |
1.5% |
13.5% |
25.1% |
38.2% |
54.3% |
73.3% |
>$10m |
1.5% |
15.1% |
26.7% |
39.4% |
54.1% |
72.7% |