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SMSFs surge into Infrastructure investments

Sep 19, 2018, 09:34 AM

A funny thing happened on the way to compiling the Top 10 largest Australian listed securities…

Among the usual blue chip stocks in finance, resources, and retail, was a new kid on the block.

For the first time Transurban popped into the Top 10 list of most held stocks by SMSFs, and then at the last moment dropped to position 11 as researchers at SuperConcepts compiled the final trends in SMSF Investment Patterns for June 2018.

Transurban was recently successful in buying a 51% stake in the Government’s $17 billion project. Transurban already owns seven of Sydney's nine toll roads.

“This is fascinating but not surprising because SMSF investors have always struggled to get into Infrastructure, which has so far been beyond their reach,” says Phil LaGreca, SuperConcepts Executive Manager of SMSF Technical and Strategic Services. 

“Infrastructure is an attractive investment for SMSFs because they typically provide long term returns, and we’re seeing that recognised by others such as the Canada Pension Fund which also just invested in Westconnex. 

“The prevailing attitude is ‘why buy a product or service when you can buy the Infrastructure?’” says Mr LaGreca.

The most commonly held ($ invested) shares by SMSFs at June 30 2018 were:

Ranking  Company 
1 Westpac Banking Corporation 
Commonwealth Bank Limited 
BHP Billiton Limited 
ANZ Limited 
National Australia Bank Limited 
CSL Limited 
Wesfarmers Limited 
Telstra Corporation Ltd 
Macquarie Group Limited 
10  Woolworths Limited 
11  Transurban Group 


SuperConcepts undertakes a quarterly analysis of its SMSF client investments to get a closer insight into how SMSF trustees invest and to identify emerging investment trends.

The survey covers 2,600 funds, a sample of the SMSFs SuperConcepts administers and the investments they held at 30 June 2018.

Funds are administered on a daily basis which ensures data is based on actual investments and is completely up to date. The assets of the funds surveyed represent around $3.2 billion.

The full report is expected in coming weeks. 

Media contact: 
Garth Montgomery
0408 864 851