Colonial Super Retirement Fund

Super Funds GuideThis is a SuperGuide Super Funds Guide profile of Colonial Super Retirement Fund, including information about investment performance, performance ranking 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, (APRA), and refers to data as at 30 June 2014. APRA will be releasing 2015 data in early 2016.

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 2014 financial year (1 July 2013 to 30 June 2014), Colonial Super Retirement Fund delivered a rate of return of 10.51%, which ranked it 104 of the 189 funds that provided investment performance data.
  • In terms of net assets, Colonial Super Retirement Fund ranks 50 out of 193 funds that provided asset data, with net assets (as at 30 June 2014) of approximately $4,777,286,000.
  • In terms of fund members, Colonial Super Retirement Fund ranks 31 largest of 193 funds, with 206,492 members.
  • Colonial Super Retirement Fund has 639 investment options.

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

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

You can search for other funds here.

How well did Colonial Super Retirement Fund perform?

In the table below you can discover the investment performance and ranking of Colonial Super Retirement Fund for each year from 2004 through to 2014.

For general information on the top 25 performers over a 5-year and 10-year periods see SuperGuide article Top 25 performing super funds over long term.

Rate of return for one year to 30 June
YearAverage returnColonial Super Retirement Fund returnColonial Super Retirement Fund ranking
20149.66%10.51%Ranked 104 of 189 funds
201311.88%11.6%Ranked 148 of 210 funds
20120.19%0.1%Ranked 98 of 193 funds
20117.38%5.9%Ranked 148 of 190 funds
20108.21%8%Ranked 116 of 189 funds
2009-10.98%-10.5%Ranked 68 of 188 funds
2008-7.63%-6.3%Ranked 59 of 185 funds
200714.33%15.3%Ranked 71 of 181 funds
200613.48%12%Ranked 138 of 175 funds
200511.72%10.6%Ranked 113 of 156 funds
200411.86%8.8%Ranked 138 of 152 funds

Data contained in this table as at 30 June 2014

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 trusteeColonial Mutual Superannuation Pty. Ltd.
Public offer statusPublic offer
Fund year-end30/06/14
Fund ABN40328908469
Fund wind-up date (if applicable)

Data contained in this table as at 30 June 2014

Colonial Super Retirement Fund fund member profile

  • Colonial Super Retirement Fund has 206,492 members, which ranks it at number 31 largest of 289 funds.
  • Colonial Super Retirement Fund has 8,334 pension members, which ranks it at number 31 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 accountsFund percentageAverage percentage across all funds
Age below age 35
Females9,4914.60%17.2%
Males13,0516.32%20.2%
Age 35-49
Females31,47515.24%15.6%
Males51,46424.92%19.3%
Age 50-59
Females20,97610.16%7.3%
Males43,79321.21%9.1%
Age 60-65
Females6,2403.02%2.6%
Males14,7807.16%3.4%
Age over 66
Females5,1232.48%2%
Males10,0994.89%2.7%

Data contained in this table as at 30 June 2014

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 2014, which includes operating expenses of the fund, taxes, insurance and super contributions for the year.

Net assets at beginning of period ($’000)4,888,897 (43 largest of 193 funds)
Net assets at end of period ($’000)4,777,286 (50 largest of 193 funds)
Total operating expenses as a percentage of total assets0.60% (average is 0.51%)
Net operating performance after tax ($’000)-111,611
Total assets at end of period ($’000)4,797,312
Total liabilities at end of period ($’000)20,026
Employer contributions ($’000)98,885
Personal member contributions ($’000)72,161
Other contributions ($’000)0
Total contributions ($’000)171,046
Contributions tax and surcharge ($’000)19,357
Inward rollovers ($’000)65,393
Outward rollovers ($’000)502,058
Net rollovers ($’000)-436,665
Repatriation to employer sponsor ($’000)0
Lump sum benefit payments ($’000)179,260
Pension benefit payments ($’000)54,820
Total benefit payments ($’000)234,080
Net contribution flows ($’000)-499,699
Total foreign exchange gains/losses (realised and unrealised) ($’000)0
Total unrealised gains/losses on investments ($’000)506,070
Total realised gains/losses on investments ($’000)0
Total gains/losses on investments ($’000)506,070
Total Investment Income ($’000)506,070
Total investment expenses ($’000)0
Net investment income ($’000)506,070
Total operating expenses ($’000)28,968
Other income + Fees and commissions ($’000)5
Reconciling item ($’000)0
Net earnings ($’000)477,107
Tax expense on earnings ($’000)-5,651
Net earnings after tax ($’000)482,758

Data contained in this table as at 30 June 2014

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). APRA will be releasing 2015 data in early 2016.

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

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