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Vanguard Super TransitionSmart

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 Date2023-12-15
Superannuation Product End Date0
Product Size
Member Accounts (rounded to nearest 10)30
Member Assets7686000
Investment Overview
Lifecycle Investments?No
Multi-Sector Investments?No
Single Sector Investments?No
Direct Investments?No
Fund Overview
RSE NameVanguard Super
RSE ABN27923449966
Fund TypeRetail
Estimated median account balance20873
Median member age34
Fund Size & Assets (Fund vs Industry)
Membership Growth & Scale (Fund vs Industry)
Age Distribution – Accounts
<25 20.83
25 to 29 15.31
30 to 34 15.07
35 to 39 14.34
40 to 44 11.74
45 to 49 7.93
50 to 54 5.47
55 to 59 3.53
60 to 64 2.62
65 to 69 1.65
70 to 74 0.93
75 to 84 0.55
85+
Age Distribution – Members’ Benefits
<25 1.35
25 to 29 4.57
30 to 34 8.97
35 to 39 14.62
40 to 44 17.01
45 to 49 14.48
50 to 54 12.68
55 to 59 10.04
60 to 64 7.42
65 to 69 4.21
70 to 74 2.65
75 to 84 1.89
85+
Members’ Benefits by Gender
Members' Benefits : Female1174879000
Members' Benefits : Male2828123000
Account Movements
Number of member accounts at beginning of period 15810
Number of new member accounts 24907
Of which: Rollovers 9422
Of which: Successor funds transfers 0
Number of closed member accounts 4343
Number of member accounts at the end of period 36374
Net movement in the number of member accounts 20564
Growth in the number of member accounts 130%
Contributions
Employer contributions210991
Member contributions146998
Defined benefit contributions0
Contribution tax and surcharge39549
Other members’ benefits flows in0
Total Members' benefit flows in318440
Returns
One-year rate of return 11.6%
Five-year rate of return 0%
Ten-year rate of return 0%
Insurance
Claims Volume
Insurance Claims Received Count0
Insurance Claims Withdrawn Count0
Insurance Claims Undetermined Count0
Insurance Claims Declined Count0
Insurance Claims Finalised - Other Count0
Insurance Claims Admitted Count<20
Claims Outcomes & Efficiency
Insurance Claims Admitted Amount
Claims Admittance Rate (1 year) 100%
Claims Admittance Rate (5 years) 100%
Insurance Average Claim Duration Number (Admitted claims) 31.5
Licensee Overview
RSE LicenseeVanguard Super Pty Ltd
RSE Licensee Ownership TypeOther ownership type
RSE Licensee Profit StatusFor profit status
RSE licensee board structureNon equal representation
Board Directors by Gender
Number of female directors on trustee board3
Number of male directors on trustee board1