Colonial Super Retirement Fund

Colonial Super Retirement Fund   Super GuideThis is a SuperGuide Super Funds Guide profile of Colonial Super Retirement Fund, 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 Colonial Super Retirement Fund. The data contained in this profile is sourced from the superannuation regulator, the Australian Prudential Regulation Authority, and refers to data as at 30 June 2013.

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Snapshot of Colonial Super Retirement Fund

  • Colonial Super Retirement Fund is a Public offer fund and Retail 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), Colonial Super Retirement Fund delivered a rate of return of 11.6%, which ranked it 148 of the 210 funds that provided investment performance data.
  • In terms of net assets, Colonial Super Retirement Fund ranks 43 out of 287 funds, with net assets (as at 30 June 2013) of approximately $4888897000.
  • In terms of fund members, Colonial Super Retirement Fund ranks 29 largest of 271 funds, with 223988 members.
  • Colonial Super Retirement Fund has 1 investment options.

Continue reading to find out more about Colonial Super Retirement Fund.

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

How well did Colonial Super Retirement Fund perform?

In the table below you can discover the investment performance of Colonial Super Retirement Fund 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 Colonial Super Retirement Fund 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 5.2% Ranked 97 of 153 funds
Average annual rate of return over 5 years
2009 – 2013 2.7% Ranked 133 of 187 funds
Rate of return for one year to 30 June
2013 11.6% Ranked 148 of 210 funds
2012 0.1% Ranked 98 of 193 funds
2011 5.9% Ranked 148 of 190 funds
2010 8% Ranked 116 of 189 funds
2009 -10.5% Ranked 68 of 188 funds
2008 -6.3% Ranked 59 of 185 funds
2007 15.3% Ranked 71 of 181 funds
2006 12% Ranked 138 of 175 funds
2005 10.6% Ranked 113 of 156 funds
2004 8.8% Ranked 138 of 152 funds

Data contained in this table as at 30 June 2013

Where did Colonial Super Retirement Fund invest its members’ super money?

In the table below you can discover the asset allocation for the default investment option for Colonial Super Retirement Fund. 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 22.8% 24.3%
International equities 21.9% 18.9%
Listed property 6.3% 2.9%
Unlisted property 0.9% 4.3%
Australian Fixed Interest 10.6% 13.8%
International Fixed Interest 9.7% 5.1%
Cash 18.5% 21.7%
Other 9.3% 8.9%

Data contained in this table as at 30 June 2013

Colonial Super Retirement Fund offers its members 1 investment options.

Who runs Colonial Super Retirement Fund?

In the table below, you can find the name of the company that runs Colonial Super Retirement Fund 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 Colonial Mutual Superannuation Pty. Ltd.
Public offer status Public offer
Benefit structure Accumulation
Fund year-end 41455
Fund ABN 40328908469
Fund wind-up date (if applicable)

Data contained in this table as at 30 June 2013

Colonial Super Retirement Fund fund member profile

  • Colonial Super Retirement Fund has 223988 members, which ranks it at number 29 largest of 289 funds.
  • Colonial Super Retirement Fund has 8961 pension members, which ranks it at number 23 largest of 153 funds.

In the table below you can discover how many superannuation accounts that Colonial Super Retirement Fund looks after, the age and gender profile of Colonial Super Retirement Fund 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 10416 4.65% 13%
Males 14514 6.48% 17%
Age 35-49
Females 33704 15.05% 14%
Males 56434 25.2% 21%
Age 50-59
Females 22194 9.91% 7%
Males 46624 20.82% 12%
Age 60-65
Females 6629 2.96% 4%
Males 15809 7.06% 6%
Age over 66
Females 5786 2.58% 6%
Males 11878 5.3% 8%

Data contained in this table as at 30 June 2013

Further information on Colonial Super Retirement Fund

In the table below you can discover further information about Colonial Super Retirement Fund, 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 ($’000) 2517542 (60 largest of 287 funds)
Net assets at end of period ($’000) 4888897 (43 largest of 287 funds)
Net operating performance after tax ($’000) 2371355
Total assets at end of period ($’000) 4907146
Total liabilities at end of period ($’000) 18249
Employer contributions ($’000) 86395
Personal member contributions ($’000) 67903
Other contributions ($’000) 1643
Total contributions ($’000) 155941
Contributions tax and surcharge ($’000) 15984
Inward rollovers ($’000) 2467333
Outward rollovers ($’000) 387455
Net rollovers ($’000) 2079878
Repatriation to employer sponsor ($’000) 0
Lump sum benefit payments ($’000) 140486
Pension benefit payments ($’000) 32778
Total benefit payments ($’000) 173264
Net contribution flows ($’000) 2062555
Total proceeds on insurance policies ($’000) 22395
Net cost of member benefit insurance ($’000) 104178
Insurance policy proceeds – net cost of insurance ($’000) -81783
Interest ($’000) 0
Dividends ($’000) 0
Rent ($’000) 0
Trust Distributions ($’000) 0
Doubtful debts/bad debt expense ($’000) 0
Investment income/dist after doubtful debt expense 0
Other investment income ($’000) 0
Investment income/dist after doubtful debt expense + Other investment income ($’000) 0
Total foreign exchange gains/losses (realised and unrealised) ($’000) 0
Total unrealised gains/losses on investments ($’000) 428795
Total realised gains/losses on investments ($’000) 0
Total gains/losses on investments ($’000) 428795
Total Investment Income ($’000) 428795
Investment management fees ($’000) 0
Custodian fees ($’000) 0
Property maintenance costs ($’000) 0
Asset consultant fees ($’000) 0
Other investment expenses ($’000) 0
Total investment expenses ($’000) 0
Net investment income ($’000) 428795
Interest expense ($’000) 0
Management fees ($’000) 0
Administration fees ($’000) 25623
Actuary fees ($’000) 0
Director/trustee fees and expenses ($’000) 0
Total fees paid to audit firm ($’000) 0
Other operating expenses ($’000) 1595
Total operating expenses ($’000) 27218
Other income ($’000) 0
Fees and commissions ($’000) 0
Other income + Fees and commissions ($’000) 0
Reconciling item ($’000) 0
Net earnings ($’000) 401577
Tax expense on earnings ($’000) -4990
Net earnings after tax ($’000) 406567
Cash flow adjusted net assets ($’000) 3499936

Data contained in this table as at 30 June 2013

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