• JCMB Consulting

    Self-managed Superannuation Fund Audit and Consulting Services


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  • JCMB Consulting

    Trusted, Experienced, Professional - Superannuation Services in Inverloch


    Find Out More...

Are you interested in the asset allocation held by other self-managed superannuation funds?

The ATO releases a quarterly summary, which can be found on their website; the highlights for the September 2017 report are as follows:

  • total number of SMSFs has increased to 598,620
  • total members of SMSFs is 1,130,721
  • total value of estimated SMSF assets is $701.6 billion
  • top asset types held by SMSFs by value are: listed shares 29%, cash and term deposits 23%, non-residential real property and unlisted trusts 11%.

You can view the value of assets held in the various asset classes over the quarters since June 2013.  As expected, the relative percentage of assets subject to Limited Recourse Borrowings has steadily increased.
To view the data tables refer to https://www.ato.gov.au/Super/Self-managed-super-funds/In-detail/Statistics/Quarterly-reports/Self-managed-super-fund-statistical-report---September-2017/


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Contact Details

0418 324 992
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JCMB Consulting Pty Ltd
PO Box 480, Inverloch, VIC 3996

ABN 86 768 265 615
Michele Beattie – Principal

C.A., B. Commerce (Melb), Approved SMSF Auditor / SMSF AUDITOR NUMBER - 100 087 330

Liability limited by a scheme approved under Professional Standards Legislation