| Superannuation Product Phase Type | Accumulation |
|---|---|
| Superannuation Product Type | Choice Product |
| Open to Public? | No |
| Open to New Members? | No |
| Open to New Employers Superannuation? | No |
| Superannuation Product Inception Date | 1935-12-31 |
| Superannuation Product End Date | 0 |
| Member Accounts (rounded to nearest 10) | 40 |
|---|---|
| Member Assets | 2725000 |
| Lifecycle Investments? | No |
|---|---|
| Multi-Sector Investments? | No |
| Single Sector Investments? | No |
| Direct Investments? | No |
| RSE Name | National Mutual Retirement Fund |
|---|---|
| RSE ABN | 76746741299 |
| Fund Type | Retail |
| Estimated median account balance | 16427 |
|---|---|
| Median member age | 60 |
| <25 | |
|---|---|
| 25 to 29 | 0.05 |
| 30 to 34 | 0.75 |
| 35 to 39 | 2.2 |
| 40 to 44 | 4.12 |
| 45 to 49 | 6.6 |
| 50 to 54 | 13.42 |
| 55 to 59 | 21.6 |
| 60 to 64 | 20.96 |
| 65 to 69 | 11.68 |
| 70 to 74 | 8.91 |
| 75 to 84 | 8.02 |
| 85+ | 1.68 |
| <25 | |
|---|---|
| 25 to 29 | 0.02 |
| 30 to 34 | 0.47 |
| 35 to 39 | 1.58 |
| 40 to 44 | 2.78 |
| 45 to 49 | 4.84 |
| 50 to 54 | 11.25 |
| 55 to 59 | 21.92 |
| 60 to 64 | 25.38 |
| 65 to 69 | 14.6 |
| 70 to 74 | 8.1 |
| 75 to 84 | 6.84 |
| 85+ | 2.24 |
| Members' Benefits : Female | 1587258000 |
|---|---|
| Members' Benefits : Male | 4108699000 |
| Number of member accounts at beginning of period | 166565 |
|---|---|
| Number of new member accounts | 166 |
| Of which: Rollovers | 166 |
| Of which: Successor funds transfers | 0 |
| Number of closed member accounts | 18185 |
| Number of member accounts at the end of period | 148546 |
| Net movement in the number of member accounts | -18019 |
| Growth in the number of member accounts | -11% |
| Employer contributions | 101189 |
|---|---|
| Member contributions | 86337 |
| Defined benefit contributions | 0 |
| Contribution tax and surcharge | 15179 |
| Other members’ benefits flows in | 0 |
| Total Members' benefit flows in | 172347 |
| One-year rate of return | 8.2% |
|---|---|
| Five-year rate of return | 7.2% |
| Ten-year rate of return | 5.7% |
| Insurance Claims Received Count | 241 |
|---|---|
| Insurance Claims Withdrawn Count | 8 |
| Insurance Claims Undetermined Count | 0 |
| Insurance Claims Declined Count | 0 |
| Insurance Claims Finalised - Other Count | 6 |
| Insurance Claims Admitted Count | 240 |
| Insurance Claims Admitted Amount | 32611.38 |
|---|---|
| Claims Admittance Rate (1 year) | 100% |
| Claims Admittance Rate (5 years) | 99.1% |
| Insurance Average Claim Duration Number (Admitted claims) | 27.32 |
| RSE Licensee | Equity Trustees Superannuation Limited |
|---|---|
| RSE Licensee Ownership Type | Financial services corporation ownership |
| RSE Licensee Profit Status | For profit status |
| RSE licensee board structure | Non equal representation |
| Number of female directors on trustee board | 4 |
|---|---|
| Number of male directors on trustee board | 3 |