SMSF ASSET ALLOCATIONS

Asset Types (in $m) Jun-12 Jun-11 Jun-10 Jun-09 Jun-08
Listed Shares 131,317 135,307 115,022 94,225 103,308
Cash & Term Deposits 134,103 121,510 99,313 95,269 81,836
Non-Residential Real Property 50,828 48,121 42,003 36,496 30,440
Unlisted Trusts 37,777 37,202 35,045 30,560 29,829
Listed Trusts 18,136 17,860 17,907 18,264 23,850
Other managed investments 21,450 20,061 18,310 15,786 18,354
Residential real property 15,557 14,728 13,403 11,676 10,672
Other assets 12,893 12,316 11,279 11,415 10,704
Unlisted shares 4,918 4,698 4,394 4,273 3,986
Loans 2,836 2,709 2,527 2,381 2,282
Debt securities 3,223 2,920 2,270 1,892 2,121
Other overseas assets 1,684 1,735 1,538 1,402 1,607
Overseas shares 1,355 1,397 1,062 815 868
Derivatives & Instalment Warrants 1,495 1,354 769 489 418
Artwork, Collectibles, Metal or Jewels 709 677 623 522 450
Overseas managed investments 329 339 330 294 321
Insurance policy 179 169 183 196 225
Overseas residential real property 123 127 110 98 96
Overseas non-residential real property 82 85 73 65 64

The above data are compiled from the Australian Taxation Office statistics.

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