On 2 October 2014, APRA released the first editions of the Quarterly MySuper Statistics.
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 plan in relation to the data dissemination tool, data segmentation and confidentiality and annual statistical publications.
The release of this letter follows APRA's earlier release of its Response to Submissions, available here, on 1 October 2014.
Quarterly MySuper Statistics: The interim 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 and investment performance 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 publications comprise a summary publication containing whole-of-fund rates of return for the largest 200 superannuation funds and Eligible Rollover Funds (ERFs) as well as a detailed publication at the individual fund level including key entity specific information and rates of return.
Quarterly Superannuation Performance: This publication focuses on superannuation entities with at least $50 million in assets.
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.
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 and provides examples of each type. The results of an APRA review of superannuation fund types for the largest entities and the impact on previously published APRA data are also summarised.
Superannuation Statistics - Archived
For more information about these publications:
Or write to:
Australian Prudential Regulation Authority
GPO Box 9836