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APRA releases superannuation fund-level performance data from 2004 to 2013

Wednesday 8 January 2014



The Australian Prudential Regulation Authority (APRA) today released performance data for individual superannuation funds, covering the 10-year period from 2004 to 2013.

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 is based on performance data for the 200 largest funds by asset size and includes annualised five-year and 10-year average returns, as well as returns for each of the 10 years. These 200 largest funds cover 98.6 per cent of the members and 99.9 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 2013. 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, by providing information on five-year and 10-year rates of return, will facilitate analysis by stakeholders on achievement by the superannuation industry of retirement income policy objectives over the medium to long-term.

Under the Superannuation Industry (Supervision) Act 1993, trustees of superannuation funds must formulate, review regularly and give effect to an investment strategy for the whole of the entity and act in the best interests of beneficiaries. The performance data released today also support APRA’s objective to contribute to enhanced transparency, accountability and understanding of the superannuation industry.

APRA released a discussion paper on changes to its superannuation statistics on 14 November 2013, in which it proposed to revise the Quarterly Superannuation Performance statistics publication and introduce a Quarterly MySuper Statistics report. APRA will consult separately on proposals for the release of annual superannuation statistics in mid-2014. Further information can be found in the superannuation fund-level data publications and the discussion paper.

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.