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First Super - Conservative balanced - TTR

Phase: Transition To Retirement
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Product Overview
Superannuation Product Phase TypeTransition To Retirement
Superannuation Product TypeChoice Product
Open to Public?Yes
Open to New Members?Yes
Open to New Employers Superannuation?No
Superannuation Product Inception Date2008-10-01
Superannuation Product End Date0
Product Size
Member Accounts (rounded to nearest 10)<20
Member Assets0
Investment Overview
Lifecycle Investments?No
Multi-Sector Investments?No
Single Sector Investments?No
Direct Investments?No
Fund Overview
RSE NameFirst Super
RSE ABN56286625181
Fund TypeIndustry
Estimated median account balance19996
Median member age40
Fund Size & Assets (Fund vs Industry)
Membership Growth & Scale (Fund vs Industry)
Age Distribution – Accounts
<25 13.47
25 to 29 11.79
30 to 34 12.2
35 to 39 11.72
40 to 44 10.66
45 to 49 9.08
50 to 54 8.83
55 to 59 8.06
60 to 64 7.09
65 to 69 4.2
70 to 74 1.82
75 to 84 1.03
85+ 0.06
Age Distribution – Members’ Benefits
<25 1.21
25 to 29 2.65
30 to 34 4.84
35 to 39 6.94
40 to 44 9.49
45 to 49 11.34
50 to 54 14.26
55 to 59 16.96
60 to 64 16.69
65 to 69 9.37
70 to 74 3.97
75 to 84 2.16
85+ 0.12
Members’ Benefits by Gender
Members' Benefits : Female922979000
Members' Benefits : Male4330566000
Account Movements
Number of member accounts at beginning of period 78746
Number of new member accounts 15093
Of which: Rollovers 5500
Of which: Successor funds transfers 0
Number of closed member accounts 14838
Number of member accounts at the end of period 79001
Net movement in the number of member accounts 255
Growth in the number of member accounts 0%
Contributions
Employer contributions335765
Member contributions196116
Defined benefit contributions0
Contribution tax and surcharge52560
Other members’ benefits flows in0
Total Members' benefit flows in479321
Returns
One-year rate of return 8.7%
Five-year rate of return 8%
Ten-year rate of return 7.1%
Insurance
Claims Volume
Insurance Claims Received Count69
Insurance Claims Withdrawn Count0
Insurance Claims Undetermined Count1
Insurance Claims Declined Count0
Insurance Claims Finalised - Other Count2
Insurance Claims Admitted Count66
Claims Outcomes & Efficiency
Insurance Claims Admitted Amount 4207.8
Claims Admittance Rate (1 year) 98.5%
Claims Admittance Rate (5 years) 98.8%
Insurance Average Claim Duration Number (Admitted claims) 7.86
Licensee Overview
RSE LicenseeFirst Super Pty Limited
RSE Licensee Ownership TypeNominating organisation ownership
RSE Licensee Profit StatusNot for profit status
RSE licensee board structureEqual representation required by governing rules
Board Directors by Gender
Number of female directors on trustee board6
Number of male directors on trustee board6