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Where SMSFs put their money

Zoë Fielding

Self-managed super funds increased in value by almost $18 billion in the December quarter of 2012, the latest figures from the Australian Taxation Office show.

The value of holdings of listed shares, cash and non-residential property increased by the largest amount in the December quarter.

In proportional terms,do-it-yourself funds increased their allocations to listed shares to 31.65 per cent, from 30.58 per cent of total assets, in the quarter.

Allocations to other asset classes remained fairly stable.

There were 496,028 self-managed super funds operating in Australia at the December quarter, with a total of 945,207 members.

During the period, 7014 funds were set up. Just 80 were wound up.

That was the smallest number of wind-ups since the ATO’s data begins in June 2008, and the smallest number of establishments since March 2010.

September 2012December 2012
Value ($m) Allocation (%) Value ($m) Allocation (%)
Listed shares 139,562 30.58 150,148 31.65
Cash and term deposits 133,262 29.20 135,783 28.62
Non-residential real property 53,239 11.66 54,273 11.44
Unlisted trusts 41,253 9.04 43,218 9.11
Other managed investments 22,527 4.94 22,672 4.78
Listed trusts 18,793 4.12 19,688 4.15
Residential real property 16,339 3.58 16,656 3.51
Other assets 13,451 2.95 13,538 2.85
Unlisted shares 5,156 1.13 5,189 1.09

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