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Table 19: Asset concentration by type (2015)

Last updated 19 December 2016

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

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

Asset concentration by type 2015

Asset type

100%

>=90%

>=80%

>=70%

>=60%

>=50%

Listed trusts

0.0%

0.3%

0.6%

0.8%

1.2%

1.7%

Unlisted trusts

0.1%

1.4%

2.4%

3.4%

4.5%

5.8%

Insurance policy

0.0%

0.0%

0.0%

0.0%

0.0%

0.0%

Other managed investments

0.1%

1.2%

1.9%

2.5%

3.1%

3.7%

Cash and term deposits

9.8%

14.4%

16.8%

19.5%

22.6%

26.6%

Debt securities

0.0%

0.0%

0.0%

0.1%

0.1%

0.2%

Loans

0.0%

0.2%

0.3%

0.4%

0.4%

0.5%

Listed shares

0.2%

5.9%

10.9%

15.8%

21.0%

26.6%

Unlisted shares

0.0%

0.2%

0.3%

0.4%

0.6%

0.7%

Limited recourse borrowing arrangements

0.1%

2.1%

3.2%

3.8%

4.2%

4.5%

Non-residential real property

0.2%

2.6%

4.2%

5.7%

7.1%

8.4%

Residential real property

0.1%

1.3%

2.2%

2.9%

3.5%

4.1%

Collectables and personal use assets

0.0%

0.0%

0.0%

0.1%

0.1%

0.1%

Other assets

0.4%

0.9%

1.2%

1.5%

1.7%

2.0%

Overseas shares

0.0%

0.0%

0.1%

0.1%

0.1%

0.2%

Overseas non-residential real property

0.0%

0.0%

0.0%

0.0%

0.0%

0.0%

Overseas residential real property

0.0%

0.0%

0.0%

0.1%

0.1%

0.1%

Overseas managed investments

0.0%

0.0%

0.0%

0.0%

0.0%

0.0%

Other overseas assets

0.0%

0.1%

0.1%

0.1%

0.1%

0.2%

Total

11.3%

30.8%

44.3%

57.1%

70.4%

85.5%

QC50779