advertising

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

Follow Smart Investor on Twitter: @smartinestr
Find us on Facebook: facebook.com/afrsmartinvestor

Comments

Market Summary

Price % Chg
NST NTH STAR $ 1.235 - 7.84%
LYC LYNAS $ 0.068 - 6.85%
BKN BRADKEN $ 3.590 + 6.53%
RMD RESMED $ 5.720 + 6.52%
LEI LEIGHTON $ 21.070 + 5.40%
SGN STW COMM $ 1.150 + 5.02%
PDN PALADIN $ 0.330 - 4.35%
BDR BEADELL $ 0.330 - 4.35%
TEN TEN NET $ 0.235 - 4.08%
QAN QANTAS $ 1.425 + 3.64%

Commodities

Price Change % Chg
BRENT SPOT (USD/BBL) 86.340 0.000 0.00%
LIGHT CRUDE DEC4 (USD/BBL) 81.300 - 1.080 - 1.32%
NAT GAS NOV14 (USD/MMBTU) 3.631 + 0.001 + 0.03%
Bid Ask Bid Chg Bid % Chg
GOLD (USD/OZ) 1231.17 1232.14 + 0.00 + 0.00%
SILVER (USD/OZ) 17.17 17.23 + 0.00 + 0.00%
PLATINUM (USD/OZ) 1240.90 1250.90 + 0.00 + 0.00%
PALLADIUM (USD/OZ) 776.50 782.50 + 0.00 + 0.00%

Markets Data »

Currencies

AUD USD EUR JPY GBP
AUD AUD 0.8794 0.694 95.1 0.5464
USD 1.1369 USD 0.7891 108.14 0.6214
EUR 1.4404 1.267 EUR 137.01 0.7873
JPY 0.0105 0.0092 0.0073 JPY 0.0057
GBP 1.829 1.6088 1.2696 173.98 GBP

Markets Data »

Stock price lookup

My Watchlists

You need to be logged in to see your watchlists.

My Portfolios

You need to be logged in to see your portfolios.