Catholic Superannuation Fund (Catholic Super)

Catholic Superannuation Fund (Catholic Super)   Super GuideThis is a SuperGuide Super Funds Guide profile of Catholic Superannuation Fund (Catholic Super), including information about investment performance, performance ranking, asset allocation, and fund member analysis.

This SuperGuide Super Funds Guide profile is independent information and is not an advertisement for Catholic Superannuation Fund (Catholic Super). The data contained in this profile is sourced from the superannuation regulator, the Australian Prudential Regulation Authority.

You can search for other superannuation funds here.

Snapshot of Catholic Superannuation Fund (Catholic Super)

  • Catholic Superannuation Fund (Catholic Super) is a Public offer fund and Industry fund (you can find out the 5 types of super funds by clicking here).
  • For the 2013 financial year (1 July 2012 to 30 June 2013), Catholic Superannuation Fund (Catholic Super) delivered a rate of return of 13.7%, which ranked it 91 of the 210 funds that provided investment performance data.
  • In terms of net assets, Catholic Superannuation Fund (Catholic Super) ranks 41 out of 287 funds, with net assets (as at 30 June 2013) of approximately $5246875000.
  • In terms of fund members, Catholic Superannuation Fund (Catholic Super) ranks 55 largest of 271 funds, with 69659 members.
  • Catholic Superannuation Fund (Catholic Super) has 13 investment options.

Continue reading to find out more about Catholic Superannuation Fund (Catholic Super).

Note: N/A and * means this information is not available.

How well did Catholic Superannuation Fund (Catholic Super) perform?

In the table below you can discover the investment performance of Catholic Superannuation Fund (Catholic Super) over a 10-year period, a 5-year period, and the specific annual rate of return for each year from 2004 through to 2013.

The table also provides the ranking of Catholic Superannuation Fund (Catholic Super) for each of these timeframes across all super funds. For general information on the top 25 performers over these same 5-year and 10-year periods see SuperGuide article Top 25 performing super funds over long term.

Average annual rate of return over 10 years
2004 – 2013 7.5% Ranked 6 of 153 funds
Average annual rate of return over 5 years
2009 – 2013 4.2% Ranked 29 of 187 funds
Rate of return for one year to 30 June
2013 13.7% Ranked 91 of 210 funds
2012 0.4% Ranked 85 of 193 funds
2011 11.1% Ranked 4 of 190 funds
2010 7.8% Ranked 128 of 189 funds
2009 -10.3% Ranked 62 of 188 funds
2008 -6% Ranked 52 of 185 funds
2007 20.9% Ranked 3 of 181 funds
2006 15.6% Ranked 30 of 175 funds
2005 14.2% Ranked 16 of 156 funds
2004 12% Ranked 80 of 152 funds

Where did Catholic Superannuation Fund (Catholic Super) invest its members’ super money?

In the table below you can discover the asset allocation for the default investment option for Catholic Superannuation Fund (Catholic Super). The table explains what percentage of fund assets are in the 8 different asset categories, and how that allocation compares to the average allocation across all super funds.

Asset class Fund percentage All funds average percentage
Australian equities 26.9% 25.5%
International equities 26.3% 17.4%
Listed property 1.6% 3.3%
Unlisted property 7.4% 4.3%
Australian Fixed Interest 4.7% 14.3%
International Fixed Interest 2.8% 4.7%
Cash 6% 21.4%
Other 24.3% 9.1%

Catholic Superannuation Fund (Catholic Super) offers its members 13 investment options.

Who runs Catholic Superannuation Fund (Catholic Super)?

In the table below, you can find the name of the company that runs Catholic Superannuation Fund (Catholic Super) and other administration details including, whether the super fund is open to the public (public offer) or not open to general public (non-public offer), how the super fund is structured and the super fund’s Australian Business Number.

Fund trustee CSF Pty Limited
Public offer status Public offer
Benefit structure Accumulation
Fund year-end 41455
Fund ABN 50237896957
Fund wind-up date (if applicable)

Catholic Superannuation Fund (Catholic Super) fund member profile

  • Catholic Superannuation Fund (Catholic Super) has 69659 members, which ranks it at number 55 largest of 289 funds.
  • Catholic Superannuation Fund (Catholic Super) has 3503 pension members, which ranks it at number 42 largest of 153 funds.

In the table below you can discover how many superannuation accounts that Catholic Superannuation Fund (Catholic Super) looks after, the age and gender profile of Catholic Superannuation Fund (Catholic Super) fund membership and how that compares across all super funds.

Number of member accounts Fund percentage Average percentage across all funds
Age below age 35
Females 10283 14.76% 18%
Males 4574 6.57% 21%
Age 35-49
Females 17271 24.79% 15%
Males 5816 8.35% 19%
Age 50-59
Females 13613 19.54% 7%
Males 4538 6.51% 8%
Age 60-65
Females 6179 8.87% 2%
Males 2443 3.51% 3%
Age over 66
Females 3181 4.57% 2%
Males 1761 2.53% 2%

Further information on Catholic Superannuation Fund (Catholic Super)

In the table below you can discover further information about Catholic Superannuation Fund (Catholic Super), in particular, the annual statements for the year ended 30 June 2012, which includes operating expenses of the fund, taxes, insurance and super contributions for the year.

Net assets at beginning of period ($’000) 4456129 (41 largest of 287 funds)
Net assets at end of period ($’000) 5246875 (41 largest of 287 funds)
Net operating performance after tax ($’000) 790746
Total assets at end of period ($’000) 5291883
Total liabilities at end of period ($’000) 45008
Employer contributions ($’000) 258136
Personal member contributions ($’000) 90991
Other contributions ($’000) 2742
Total contributions ($’000) 351869
Contributions tax and surcharge ($’000) 38718
Inward rollovers ($’000) 150472
Outward rollovers ($’000) 103268
Net rollovers ($’000) 47204
Repatriation to employer sponsor ($’000) 0
Lump sum benefit payments ($’000) 95132
Pension benefit payments ($’000) 84067
Total benefit payments ($’000) 179199
Net contribution flows ($’000) 219874
Total proceeds on insurance policies ($’000) 6802
Net cost of member benefit insurance ($’000) 20133
Insurance policy proceeds – net cost of insurance ($’000) -13331
Interest ($’000) 947
Dividends ($’000) 0
Rent ($’000) 0
Trust Distributions ($’000) 182344
Doubtful debts/bad debt expense ($’000) 0
Investment income/dist after doubtful debt expense 183291
Other investment income ($’000) 0
Investment income/dist after doubtful debt expense + Other investment income ($’000) 183291
Total foreign exchange gains/losses (realised and unrealised) ($’000) 27565
Total unrealised gains/losses on investments ($’000) 405499
Total realised gains/losses on investments ($’000) 80133
Total gains/losses on investments ($’000) 513197
Total Investment Income ($’000) 696488
Investment management fees ($’000) 12007
Custodian fees ($’000) 1714
Property maintenance costs ($’000) 0
Asset consultant fees ($’000) 0
Other investment expenses ($’000) 0
Total investment expenses ($’000) 13721
Net investment income ($’000) 682767
Interest expense ($’000) 0
Management fees ($’000) 0
Administration fees ($’000) 6075
Actuary fees ($’000) 0
Director/trustee fees and expenses ($’000) 296
Total fees paid to audit firm ($’000) 136
Other operating expenses ($’000) 11971
Total operating expenses ($’000) 18478
Other income ($’000) 1
Fees and commissions ($’000) 0
Other income + Fees and commissions ($’000) 1
Reconciling item ($’000) 0
Net earnings ($’000) 664290
Tax expense on earnings ($’000) 41369
Net earnings after tax ($’000) 622921
Cash flow adjusted net assets ($’000) 4540042

Copyright text: All explanatory text is the copyright of SuperGuide Pty Ltd. All data information is the copyright of Australian Prudential Regulation Authority (APRA). All data information is licensed under the Creative Commons Attribution 3.0 Australia Licence (CCBY 3.0).

Please see APRA Disclaimer, Important notice, Explanatory notes and Glossary

You can search for other superannuation funds here.