| 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 | 2007-11-19 |
| Superannuation Product End Date | 0 |
| Member Accounts (rounded to nearest 10) | 20720 |
|---|---|
| Member Assets | 3440210000 |
| Lifecycle Investments? | No |
|---|---|
| Multi-Sector Investments? | Yes |
| Single Sector Investments? | Yes |
| Direct Investments? | Yes |
| RSE Name | Wealth Personal Superannuation and Pension Fund |
|---|---|
| RSE ABN | 92381911598 |
| Fund Type | Retail |
| Estimated median account balance | 187433 |
|---|---|
| Median member age | 64 |
| <25 | 0.24 |
|---|---|
| 25 to 29 | 0.5 |
| 30 to 34 | 1.62 |
| 35 to 39 | 3.74 |
| 40 to 44 | 5.75 |
| 45 to 49 | 6.75 |
| 50 to 54 | 8.5 |
| 55 to 59 | 9.45 |
| 60 to 64 | 14.18 |
| 65 to 69 | 16.86 |
| 70 to 74 | 13.95 |
| 75 to 84 | 15.6 |
| 85+ | 2.86 |
| <25 | 0.11 |
|---|---|
| 25 to 29 | 0.16 |
| 30 to 34 | 0.57 |
| 35 to 39 | 1.82 |
| 40 to 44 | 3.51 |
| 45 to 49 | 4.85 |
| 50 to 54 | 7.44 |
| 55 to 59 | 10.12 |
| 60 to 64 | 16.39 |
| 65 to 69 | 19.43 |
| 70 to 74 | 16.47 |
| 75 to 84 | 16.93 |
| 85+ | 2.19 |
| Members' Benefits : Female | 31180387000 |
|---|---|
| Members' Benefits : Male | 39523085000 |
| Number of member accounts at beginning of period | 252392 |
|---|---|
| Number of new member accounts | 46596 |
| Of which: Rollovers | 10496 |
| Of which: Successor funds transfers | 0 |
| Number of closed member accounts | 42684 |
| Number of member accounts at the end of period | 256304 |
| Net movement in the number of member accounts | 3912 |
| Growth in the number of member accounts | 2% |
| Employer contributions | 1030563 |
|---|---|
| Member contributions | 4078559 |
| Defined benefit contributions | 0 |
| Contribution tax and surcharge | 221367 |
| Other members’ benefits flows in | 0 |
| Total Members' benefit flows in | 4887755 |
| One-year rate of return | 9.8% |
|---|---|
| Five-year rate of return | 7% |
| Ten-year rate of return | 5.4% |
| Insurance Claims Received Count | 21 |
|---|---|
| Insurance Claims Withdrawn Count | 1 |
| Insurance Claims Undetermined Count | 0 |
| Insurance Claims Declined Count | 0 |
| Insurance Claims Finalised - Other Count | 0 |
| Insurance Claims Admitted Count | 21 |
| Insurance Claims Admitted Amount | 10022.31 |
|---|---|
| Claims Admittance Rate (1 year) | 100% |
| Claims Admittance Rate (5 years) | 97.4% |
| Insurance Average Claim Duration Number (Admitted claims) | 7.24 |
| RSE Licensee | N. M. Superannuation Proprietary 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 | 3 |
|---|---|
| Number of male directors on trustee board | 4 |