In this guide
Greater choice of investments is one of the many reasons people decide to establish their own self-managed super fund (SMSF).
In the past, SMSFs have been criticised for being too heavily invested in cash and fixed income, and for having little diversity among their equity holdings. But this has changed over the past decade and SMSF trustees are increasingly adopting a diverse range of asset allocation strategies over a range of investments.
Learn more about the importance of asset allocation, and how SMSFs invest.
What are the most popular asset classes among SMSFs?
The Australian Taxation Office (ATO) publishes comprehensive data on asset allocation every financial year, based on the lodgings of SMSF annual returns. However, because of the lag between the end of the financial year and when trustees need to lodge, and the time it takes to collate the data, the latest annual figures are for the financial year ending in 2023.
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