Date of article: 14 November 2018
Last updated: 14 November 2018
ATO recently published the June 2018 quarterly statistical reports for the SMSF market.
Key statistical insights:
Asset allocation by SMSF:
Total assets held by SMSFs was $772 billion. This represents 27.7% of all superannuation assets.
Listed securities on an Australian exchange accounted for 36.5% ($263 billion). Overseas listed securities held by SMSF was less than 1% of total assets.
Cash and term deposits accounted for 24.1% ($174 billion).
Assets held subject to a limited recourse borrowing arrangements – net assets – was 5.4% ($39 billion).
Residential real property represents 5% and non-residential property represents 9.4%.
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