This is a SuperGuide Super Funds Guide profile of Praemium SMA Superannuation 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 Praemium SMA Superannuation Fund. The data contained in this profile is sourced from the superannuation regulator, (APRA), and refers to data as at 30 June 2017. APRA will be releasing 2018 data in early 2019.
Snapshot of Praemium SMA Superannuation Fund
Praemium SMA Superannuation Fund is a Public offer Retail fund (you can find out the 5 types of super funds by clicking here).
For the 2017 financial year (1 July 2016 to 30 June 2017), Praemium SMA Superannuation Fund delivered a one-year rate of return of 4.30%, which was below the average across all funds of 7.01%, which ranked it 143 of the 164 funds that provided investment performance data. Compared to all funds, Praemium SMA Superannuation Fund was below the average for the five-year period to 2017, and N/A the average for the ten-year period to 2017.
In terms of total assets, Praemium SMA Superannuation Fund ranks 111 out of 170 funds that provided asset data, with total assets (as at 30 June 2017) of approximately $683 million.
In terms of fund members, Praemium SMA Superannuation Fund ranks 129 largest of 170 funds, with 4,341 members.
N/A of Praemium SMA Superannuation Fund‘s members are female (compared to an average of 46% across all funds), and 58% are male (compared to an average of 54% across all funds).
The average member account balance for Praemium SMA Superannuation Fund is $153,000.
Praemium SMA Superannuation Fund has 222 investment options, N/A MySuper products authorised, and 0% of it’s total assets are invested in a default or MySuper strategy.
Continue reading to find out more about Praemium SMA Superannuation Fund.
- How well did Praemium SMA Superannuation Fund perform?
- Praemium SMA Superannuation Fund fund member profile
- Who runs Praemium SMA Superannuation Fund?
Note: N/A means this information is not available.
How well did Praemium SMA Superannuation Fund perform?
In the table below you can discover the investment performance and ranking of Praemium SMA Superannuation Fund for 1 years, 5 years and 10 years performance to 2017.
Note: The rate of return (ROR) represents the net earnings on superannuation assets and measures the combined earnings of a superannuation fund’s assets across all its products and investment options.
Rate of return for Praemium SMA Superannuation Fund 1 year, 5 years and 10 years, to 30 June
| Year | Average return | Praemium SMA Superannuation Fund return | Praemium SMA Superannuation Fund ranking |
|---|---|---|---|
| 1 year (2017) | 7.01% | 4.30% | Ranked 143 of 164 funds |
| 5 years (2013-2017) | 7.86% | 5.60% | Ranked N/A of 157 funds |
| 10 years (2008-2017) | 3.52% | N/A | Ranked N/A of 142 funds |
Data contained in this table as at 30 June 2017
Praemium SMA Superannuation Fund fund member profile
Praemium SMA Superannuation Fund has 4,341 members, which ranks it at number 129 largest of 170 funds. Praemium SMA Superannuation Fund had a growth in the number of member accounts in the 2017 financial year of 116%, which is the 3 largest growth (of 166 funds that provided this information).
In the table below you can discover how many superannuation accounts that Praemium SMA Superannuation Fund looks after, the age and gender of Praemium SMA Superannuation Fund fund membership and how that compares across all super funds.
Praemium SMA Superannuation Fund member profile (age and gender)
| Number of member accounts | Fund percentage | Average percentage across all funds | |
|---|---|---|---|
| Age below age 25 | |||
| Females | N/A | N/A | 5% |
| Males | N/A | N/A | 5% |
| Age 25-34 | |||
| Females | 228 | 5% | 11% |
| Males | 325 | 7% | 13% |
| Age 35-44 | |||
| Females | 347 | 8% | 11% |
| Males | 560 | 13% | 13% |
| Age 45-49 | |||
| Females | 196 | 5% | 5% |
| Males | 310 | 7% | 6% |
| Age 50-54 | |||
| Females | 199 | 5% | 4% |
| Males | 287 | 7% | 5% |
| Age 55-59 | |||
| Females | 226 | 5% | 4% |
| Males | 287 | 7% | 4% |
| Age 60-64 | |||
| Females | 269 | 6% | 3% |
| Males | 336 | 8% | 3% |
| Age 65-69 | |||
| Females | 198 | 5% | 1.6% |
| Males | 227 | 5% | 2% |
| Age 70-74 | |||
| Females | 83 | 2% | 0.9% |
| Males | 114 | 3% | 1.1% |
| Age 75-84 | |||
| Females | 35 | N/A | 0.5% |
| Males | 47 | N/A | 0.6% |
| Age over 85 | |||
| Females | N/A | N/A | 0.1% |
| Males | N/A | N/A | 0.1% |
In the table below the member balances for Praemium SMA Superannuation Fund members, and how that compares across all super funds.
Praemium SMA Superannuation Fund member profile (account balances)
| Number of member accounts | Fund percentage | Average percentage across all funds | |
|---|---|---|---|
| Below $1,000 | 610 | N/A | 28% |
| $1,000 to $24,999 | 463 | 11% | 36% |
| $25,000 to $49,999 | 449 | 10% | 10% |
| $50,000 to $99,999 | 853 | 20% | 11% |
| $100,000 to $199,999 | 932 | 21% | 8% |
| $200,000 to $499,999 | 762 | 18% | 5% |
| $500,000 to $999,999 | 234 | 5% | 1% |
| $1m plus | 38 | N/A | Less than 1%% |
Data contained in these tables as at 30 June 2017
Who runs Praemium SMA Superannuation Fund?
In the table below, you can find the name of the company that runs Praemium SMA Superannuation 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’s RSE licensee | Diversa Trustees Limited |
| Public offer status | Public offer |
| Fund type | Retail |
| RSE Membership base | General base |
| RSE licensee ownership type | Financial services corporation ownership |
| RSE licensee profit status | For profit status |
| RSE licensee board structure | Non equal representation |
| RSE licensee balance date | 30/6/17 |
| ABN | 75703857864 |
| Investment expenses ratio | 0.80% (average is 0.19%) |
| Operating expenses ratio | 0.00% (average is 1.22%) |
Data contained in this table as at 30 June 2017
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 2017 data in early 2018.
Please see APRA Disclaimer, Important notice, Explanatory notes and Glossary