Unique identifier for each pathway.
At the pathway level, as at 30 June 2025.
At the pathway level, as at 30 June 2025.
The allocation to growth assets as at 30 June 2025, based on strategic asset allocation data provided to APRA and a consistent definition of growth and defensive assets used for this analysis only.
The allocation to growth assets as at 30 June 2025, sorted into six categories.
Legislated performance measure as at 30 June 2025. The performance measure includes an assessment of investment performance and administration fees.
The result of the annual Performance Test. If a product’s Performance Test measure is -0.50% or lower, the product fails the test. A product that fails in consecutive years is labelled 'Fail - consecutive time'.
The number of financial years of a product's performance history used to calculate the Performance Test measure.
The investment return of the product relative to a benchmark portfolio based of the products reported strategic asset allocation.
Administration fees, costs and taxes charged to a representative member with a $50,000 account balance over the year to 30 June 2025.
The median of all representative administration fees and expenses for platform TDPs.
As at 30 June 2025. Colours are applied based on the level of relative performance to the appropriate reference point in the GIRNF / growth asset allocation trend line and in line with the colour scale below:
As at 30 June 2025. Colours are applied based on the level of relative performance to the SAA benchmark portfolio and in line with the colour scale below:
As at 30 June 2025. Colours are applied based on the level of relative performance to the Simple Reference Portfolio and in line with the colour scale below:
As at 30 June 2025. Colours are applied based on the level of relative performance to the appropriate reference point in the GIRNF / growth asset allocation trend line and in line with the colour scale below:
As at 30 June 2025. Colours are applied based on the level of relative performance to the SAA benchmark portfolio and in line with the colour scale below:
As at 30 June 2025. Colours are applied based on the level of relative performance to the Simple Reference Portfolio and in line with the colour scale below:
As at 30 June 2025. Colours are applied based on the level of relative performance to the appropriate reference point in the GIRNF / growth asset allocation trend line and in line with the colour scale below:
As at 30 June 2025. Colours are applied based on the level of relative performance to the SAA benchmark portfolio and in line with the colour scale below:
As at 30 June 2025. Colours are applied based on the level of relative performance to the Simple Reference Portfolio and in line with the colour scale below:
As at 30 June 2025. Colours are applied based on the level of relative performance to the appropriate reference point in the GIRNF / growth asset allocation trend line and in line with the colour scale below:
As at 30 June 2025. Colours are applied based on the level of relative performance to the SAA benchmark portfolio and in line with the colour scale below:
As at 30 June 2025. Colours are applied based on the level of relative performance to the Simple Reference Portfolio and in line with the colour scale below:
Over the year to 30 June 2025. Colours are applied based on the administration fees and costs charged for the representative account balance in line with the colour scale below:
Over the year to 30 June 2025. Colours are applied based on the administration fees and costs charged for the representative account balance in line with the colour scale below:
Over the year to 30 June 2025. Colours are applied based on the administration fees and costs charged for the representative account balance in line with the colour scale below:
Over the year to 30 June 2025. Colours are applied based on the administration fees and costs charged for the representative account balance in line with the colour scale below:
Over the year to 30 June 2025. Colours are applied based on the administration fees and costs charged for the representative account balance in line with the colour scale below:
Over the year to 30 June 2025. Based on administration, advice, investment and transaction fees and costs charged net of tax reported to APRA.
Over the year to 30 June 2025. Based on administration, advice, investment and transaction fees and costs charged net of tax reported to APRA.
Over the year to 30 June 2025. Based on administration, advice, investment and transaction fees and costs charged net of tax reported to APRA.
Over the year to 30 June 2025. Based on administration, advice, investment and transaction fees and costs charged net of tax reported to APRA.
Over the year to 30 June 2025. Based on administration, advice, investment and transaction fees and costs charged net of tax reported to APRA.
* If a product has a performance history of less than seven years, the product has met the requirements of the performance test, unless APRA issues a determination under regulation 9AB.10(4) to calculate a performance test measure for the product.
^ Under s. 60F of the SIS Act, this TDP is closed to new members.
The Australian Prudential Regulation Authority (APRA) is an Australian Government statutory authority that supervises institutions across banking, insurance and superannuation and promotes financial system stability in Australia. As part of APRA’s role, APRA makes publications including on statistics for the financial sector.
© Australian Prudential Regulation Authority 2025.
| RSE licensee | RSE name | Investment option name |
|---|---|---|
| Avanteos Investments Limited | Avanteos Superannuation Trust | CFS Fixed Interest AUD |
| Bendigo Superannuation Pty Ltd | The Bendigo Superannuation Plan | Bendigo Balanced Wholesale Fund |
| Bendigo Superannuation Pty Ltd | The Bendigo Superannuation Plan | Bendigo Conservative Wholesale Fund |
| Bendigo Superannuation Pty Ltd | The Bendigo Superannuation Plan | Bendigo High Growth Index Fund |
| I.O.O.F. Investment Management Limited | IOOF Portfolio Service Superannuation Fund | MLC Wholesale Diversified Debt Fund |
| I.O.O.F. Investment Management Limited | IOOF Portfolio Service Superannuation Fund | MLC Wholesale Horizon 2 Income Portfolio |
| I.O.O.F. Investment Management Limited | IOOF Portfolio Service Superannuation Fund | MLC Wholesale Horizon 5 Growth Portfolio |
| I.O.O.F. Investment Management Limited | IOOF Portfolio Service Superannuation Fund | MLC WS Horizon 4 Balanced Portfolio |
| I.O.O.F. Investment Management Limited | IOOF Portfolio Service Superannuation Fund | OnePath Wholesale Diversified Fixed Inte |
| N. M. Superannuation Proprietary Limited | Wealth Personal Superannuation and Pension Fund | AMP Capital Income Generator (was Select Income Generator) |
| N. M. Superannuation Proprietary Limited | Wealth Personal Superannuation and Pension Fund | ipac Life Choices Active 100 |
| N. M. Superannuation Proprietary Limited | Wealth Personal Superannuation and Pension Fund | ipac Life Choices Active 50 |
| N. M. Superannuation Proprietary Limited | Wealth Personal Superannuation and Pension Fund | ipac Life Choices Active 70 |
| N. M. Superannuation Proprietary Limited | Wealth Personal Superannuation and Pension Fund | ipac Life Choices Active 85 |
| N. M. Superannuation Proprietary Limited | Wealth Personal Superannuation and Pension Fund | ipac Life Choices Income Generator |
| N. M. Superannuation Proprietary Limited | Wealth Personal Superannuation and Pension Fund | ipac Select Income Generator |
| N. M. Superannuation Proprietary Limited | Wealth Personal Superannuation and Pension Fund | North Guardian Balanced Fund |
| N. M. Superannuation Proprietary Limited | Wealth Personal Superannuation and Pension Fund | North Guardian Growth Fund |
| N. M. Superannuation Proprietary Limited | Wealth Personal Superannuation and Pension Fund | North Guardian Moderately Defensive Fund |
| N. M. Superannuation Proprietary Limited | Wealth Personal Superannuation and Pension Fund | North Professional Balanced |
| N. M. Superannuation Proprietary Limited | Wealth Personal Superannuation and Pension Fund | North Professional Conservative |
| N. M. Superannuation Proprietary Limited | Wealth Personal Superannuation and Pension Fund | North Professional Growth |
| N. M. Superannuation Proprietary Limited | Wealth Personal Superannuation and Pension Fund | North Professional High Growth |
| N. M. Superannuation Proprietary Limited | Wealth Personal Superannuation and Pension Fund | North Professional Moderately Conservative |
| Oasis Fund Management Limited | Oasis Superannuation Master Trust | OnePath Wholesale Diversified Fixed Interest Trust |
| RSE licensee | RSE name | Product name | Investment menu name |
|---|---|---|---|
| Macquarie Investment Management Ltd | Macquarie Superannuation Plan | Macquarie Super Consolidator | Super Investment Menu - Manager/Consolidator |
| Macquarie Investment Management Ltd | Macquarie Superannuation Plan | Macquarie Super Consolidator II | Super Investment Menu - Manager/Consolidator |