SMSF direct property portfolio on the increase

SMSF allocations into direct property have been on the increase, with total weightings now almost making up 10% of portfolios, according to recent analysis from OneVue.

According to the March quarter 2015 results for OneVue’s SMSF portfolio holdings, direct property rose to 9.37%.

That compared to the March quarter 2014 when the figure was at 6.09%.

The shift was at the expense of cash and term deposits, with allocations sitting at 20.27% in March, compared to 21.56% a year ago.

“Over the past two-year period there’s been a consistent decrease in the cash rate, while the property market has been going gangbusters, so we’ve started to see that in the SMSF investment portfolios and almost a corresponding increase in property for the decrease we’ve had in cash and term deposits,” OneVue head of client and product strategies Alex Wise told selfmanagedsuper.

The findings also showed unitised trusts made up 16.57% of the portfolio in the March quarter 2014, but was now up significantly to 23.09% in the March quarter this year. 

In March 2013, unitised trusts were at 12.22%.

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