On 28 May 2015, APRA released a discussion paper seeking submissions on the proposed format and content of annual superannuation statistics to be publicly released by APRA following the implementation of revised reporting requirements. The discussion paper is available here.
On 20 May 2015, APRA released a letter to RSE licensees, available here, outlining APRA's decision to determine certain superannuation data non-confidential and summarising next steps in relation to consultation on APRA's annual superannuation statistical publications.
On 19 February 2015, APRA released a paper, available here, that outlines changes to the segmentation of superannuation statistics to be publicly released by APRA.
On 27 November 2014, APRA released a letter to all RSE licensees, available here, outlining enhancements that have been made to quarterly superannuation statistical publications. This letter also summarises APRA's plans in relation to the data dissemination tool, data segmentation, confidentiality and annual statistical publications. The release of this letter followed APRA's earlier release of its Response to Submissions, available here, on 1 October 2014.
On 2 October 2014, APRA released the first editions of the Quarterly MySuper Statistics report.
Quarterly MySuper Statistics: The Quarterly MySuper Statistics report contains data on MySuper products (on a product by product basis). The report contains information on the product profile, product dashboard measures, asset allocation targets and ranges, investment performance, fees disclosed for MySuper products, or where relevant, for the lifecycle stages underlying MySuper products with a lifecycle investment strategy.
Superannuation Fund-level Publications: The Superannuation Fund-level Profiles and Financial Performance publication provides detailed data for all funds (excluding small funds) for each year from 2004 to 2014, and allows users to analyse APRA-regulated funds across a range of measures.
Quarterly Superannuation Performance: The Quarterly Superannuation Performance publication provides industry aggregate summaries of financial performance, financial position, key ratios and asset allocation.
Annual Superannuation Bulletin: The Annual Superannuation Bulletin is a publication on the whole of the superannuation industry.
Insight: Celebrating 10 Years of superannuation data collection 1996-2006: This special edition of APRA's Insight publication, Celebrating 10 years of superannuation data collection 1996-2006, includes general statistics on assets, accounts and contributions, as well as data focusing on the manner of investment, return on assets, investment choice and asset allocation of the default investment strategy.
Segmentation of superannuation entities (PDF) - issued 19 February 2015: This document outlines the change to the segmentation of superannuation statistics following the implementation of superannuation reforms and new superannuation reporting requirements. This documents outlines the new segmentation methodology of superannuation entities by corporate, industry, public sector, retail and small funds from July 2013.
A RESPONSE TO Review of APRA’s Investment Performance Statistics of the Australian Superannuation Industry: This paper provides a response to the International Centre for Financial Services Review.
Methodology behind APRA's superannuation publications (PDF): This document describes the methodology behind the Annual Superannuation Bulletin and Quarterly Superannuation Performance.
Classification of superannuation entities (PDF) - issued 4 May 2005: This document describes the functional descriptions of corporate, industry, public sector, retail and small funds used in superannuation statistics prior to July 2013.
Superannuation Statistics - Archived
For more information about these publications:
Or write to:
Australian Prudential Regulation Authority
GPO Box 9836