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Table 20: Asset concentration by phase (2015)

Last updated 19 December 2016

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 2015

Asset concentration

Proportion of SMSFs in
accumulation phase

Proportion of SMSFs in
pension phase

100%

14.7%

7.6%

>=90%

38.0%

23.3%

>=80%

52.5%

35.7%

>=70%

65.0%

48.7%

>=60%

77.1%

63.4%

>=50%

89.9%

80.8%

QC50779