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APRA releases superannuation fund-level performance data - 2004-2012

Wednesday 9 January 2013



The Australian Prudential Regulation Authority (APRA) today released performance data for individual superannuation funds, covering the nine-year period from 2004 to 2012.

The performance data are for APRA-regulated funds — with the exception of small APRA funds, single-member approved deposit funds and pooled superannuation trusts — and are provided in the following two publications:

  1. Superannuation fund-level rates of return, which contains performance data on the 200 largest funds by asset size as annualised five-year and nine-year average returns, as well as for each of the nine years. These 200 largest funds cover 98 per cent of the members and 99.7 per cent of the assets of APRA-regulated (excluding small) funds, as well as eligible rollover funds (ERFs). This publication is available in both PDF and Excel format.
  2. Superannuation fund-level profiles and financial performance, which contains detailed data for all funds each year from 2004 to 2012. The detailed data allow observers to analyse APRA-regulated funds across a range of measures (subject to privacy considerations). This publication is available in Excel format.

The Superannuation fund-level rates of return publication includes the alphabetical listing of superannuation funds and two tables with information sorted by five-year and nine-year rates of return. The tables will assist the industry to focus on the long-term performance of superannuation funds and their trustees. A superannuation trustee’s ability to generate long-term returns is critical to member retirement benefits and comparisons are useful to judge relative trustee performance.

Under the Superannuation Industry (Supervision) Act 1993, trustees of superannuation funds must formulate an investment strategy for the benefit of all members of the fund. The performance data released today, much of which are available through financial statements and annual reports, support APRA’s objective to promote transparency and accountability.

APRA does not currently collect investment option data from superannuation funds. As part of its Stronger Super reforms, the Government has asked APRA to collect and publish data on the performance of MySuper products. APRA is currently reviewing its superannuation statistical collections and publications. In September 2012, APRA released for consultation a package on proposed changes to the reporting standards for superannuation. Consultation on the package closed on 16 November 2012. Further information can be found in the superannuation fund-level data publications.


The Australian Prudential Regulation Authority (APRA) is the prudential regulator of the financial services industry. It oversees banks, credit unions, building societies, general insurance and reinsurance companies, life insurance, private health insurers, friendly societies, and most members of the superannuation industry. APRA currently supervises institutions holding $6 trillion in assets for Australian depositors, policyholders and superannuation fund members.