| 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 | 1992-01-07 |
| Superannuation Product End Date | 0 |
| Member Accounts (rounded to nearest 10) | 0 |
|---|---|
| Member Assets | 0 |
| Lifecycle Investments? | No |
|---|---|
| Multi-Sector Investments? | No |
| Single Sector Investments? | No |
| Direct Investments? | No |
| RSE Name | Smart Future Trust |
|---|---|
| RSE ABN | 68964712340 |
| Fund Type | Retail |
| Estimated median account balance | 493 |
|---|---|
| Median member age | 45 |
| <25 | 4.73 |
|---|---|
| 25 to 29 | 7.87 |
| 30 to 34 | 9.73 |
| 35 to 39 | 12.53 |
| 40 to 44 | 14.41 |
| 45 to 49 | 14.28 |
| 50 to 54 | 13.76 |
| 55 to 59 | 10.54 |
| 60 to 64 | 6.99 |
| 65 to 69 | 3.24 |
| 70 to 74 | 1.19 |
| 75 to 84 | 0.61 |
| 85+ | 0.13 |
| <25 | 0.92 |
|---|---|
| 25 to 29 | 4.23 |
| 30 to 34 | 7.7 |
| 35 to 39 | 10.01 |
| 40 to 44 | 12.13 |
| 45 to 49 | 12.96 |
| 50 to 54 | 14.66 |
| 55 to 59 | 13.46 |
| 60 to 64 | 11.77 |
| 65 to 69 | 6.27 |
| 70 to 74 | 3.12 |
| 75 to 84 | 2.43 |
| 85+ | 0.36 |
| Members' Benefits : Female | 3921699000 |
|---|---|
| Members' Benefits : Male | 5733100000 |
| Number of member accounts at beginning of period | 235741 |
|---|---|
| Number of new member accounts | 88705 |
| Of which: Rollovers | 24471 |
| Of which: Successor funds transfers | 64234 |
| Number of closed member accounts | 98689 |
| Number of member accounts at the end of period | 225757 |
| Net movement in the number of member accounts | -9984 |
| Growth in the number of member accounts | -4% |
| Employer contributions | 368258 |
|---|---|
| Member contributions | 106699 |
| Defined benefit contributions | 2912 |
| Contribution tax and surcharge | 3213 |
| Other members’ benefits flows in | 151 |
| Total Members' benefit flows in | 474807 |
| One-year rate of return | 8.8% |
|---|---|
| Five-year rate of return | 8.3% |
| Ten-year rate of return | 7.2% |
| Insurance Claims Received Count | 147 |
|---|---|
| Insurance Claims Withdrawn Count | 7 |
| Insurance Claims Undetermined Count | 2 |
| Insurance Claims Declined Count | 0 |
| Insurance Claims Finalised - Other Count | 9 |
| Insurance Claims Admitted Count | 152 |
| Insurance Claims Admitted Amount | 104920.27 |
|---|---|
| Claims Admittance Rate (1 year) | 98.7% |
| Claims Admittance Rate (5 years) | 97.3% |
| Insurance Average Claim Duration Number (Admitted claims) | 34.63 |
| 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 |