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Annual Fund-level Superannuation Statistics

The Annual Fund-level Superannuation Statistics report contains detailed profile and structure, financial performance and financial position, conditions of release, fees and membership information for APRA-regulated superannuation funds with more than four members and eligible rollover funds, as well as profile and structure information for the trustees of these superannuation funds.
 
Current Annual Fund-level Superannuation Statistics 
 
The Annual Fund-level Superannuation Statistics report is available in one electronic format: Excel version. 
 
 
Back series of Annual Fund-level Superannuation Statistics
 

The back series report is available in one electronic format: Excel version.  The back series report contains data from the June 2014 period, as well as financial performance information collected under the previous reporting framework for 2004 to 2013.

  • Annual Fund-level Superannuation Statistics back series (issued 28 March 2018): Excel | Glossary

Consultation on annual superannuation statistics

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 9 February 2016, APRA released a Response to Submissions available here.
 
Source of data
 
Data in the Annual Fund-level Superannuation Statistics report has been prepared from the superannuation returns submitted to APRA under the Financial Sector (Collection of Data) Act 2001. For blank copies of the returns and associated instructions click here.
 
Using the published data
 
APRA notes that performance over the long term is a key determinant of members’ retirement outcomes and that there is likely to be considerable variability in some data over the short term. In that context, APRA strongly recommends that users of the statistics exercise caution in making assessments or drawing conclusions based on short-term information.
 
APRA's view is that, to support and encourage analysis by stakeholders of the achievement by the superannuation industry of retirement income policy objectives over the medium to long term, it is appropriate to make time series data available to users.  It will, however take some time for medium to long term trend data to be available for data collected under the revised reporting framework.
 
APRA has worked with the industry to improve the quality and consistency of reporting.  APRA anticipates that ongoing publication of data will provide opportunities for industry to improve the quality of submitted data.  Should users of the statistics have any queries on the data enclosed, please contact APRA at:
 
 
Forthcoming issues 
The next edition of the Annual Fund-level Superannuation Statistics will be released on this webpage by:
 
June 2018: TBA
 
Past Publications
 
Selected past publications are available in the Superannuation Statistics - Archived section of the APRA website.
Please exercise caution when using data from superseded publications as they have not been revised since their release date.  Data in superseded publications may have be been subject to revisions in more recent publications.
 
Enquiries
For more information about the statistics in the publications:
 
 
or write to:
Manager, Superannuation Strategic Intelligence, Data Analytics
Australian Prudential Regulation Authority
GPO Box 9836
Sydney NSW 2001