This is a SuperGuide profile of Ultimate Superannuation Fund, including information about its members, value of assets under management, contact details, and administration details (such as ABN).
This profile is factual information and is not an advertisement or recommendation for Ultimate Superannuation Fund.
Ultimate Superannuation Fund overview
Ultimate Superannuation Fund is a Public offer Retail fund.
Ultimate Superannuation Fund has 342 investment options, N/A MySuper products authorised and 0% of its total assets are invested in a default or MySuper strategy.
Of the 150 funds that provided asset data, Ultimate Superannuation Fund ranks 118 largest in terms of total assets under management, which are valued at approximately $0.3 billion.
Of the 150 funds that provided member data, Ultimate Superannuation Fund ranks 130 largest, with 1,569 members.
Continue reading to find out more about Ultimate Superannuation Fund.
- Ultimate Superannuation Fund member profile
- Ultimate Superannuation Fund ABN, USI and SPIN numbers
- Ultimate Superannuation Fund administration details
- Ultimate Superannuation Fund contact details
Note: N/A means this information is not available.
Important: This profile does not include fund performance because APRA only provides this on a fund-level, and not for a specific investment option. If you are interested in the top-performing funds, see the following SuperGuide articles:
- Best performing super funds: All Growth category (96–100%)
- Best performing super funds: High Growth category (81–95%)
- Best performing super funds: Growth category (61–80%)
- Best performing super funds: Balanced category (41–60%)
- Best performing super funds: Conservative category (21–40%)
If your super fund is not listed in the top 10, check where it appears in our super fund rankings:
- Super fund rankings: All Growth category (96–100%)
- Super fund rankings: High Growth category (81–95%)
- Super fund rankings: Growth category (61–80%)
- Super fund rankings: Balanced category (41–60%)
- Super fund rankings: Conservative category (21–40%)
Ultimate Superannuation Fund member profile
Ultimate Superannuation Fund has 1,569 members, which ranks it at number 130 largest of 150 funds.
In the 2019 financial year, the number of Ultimate Superannuation Fund members changed by -2%, which places them at 71 of 150 funds in terms of growth.
48% of Ultimate Superannuation Fund's members are female (compared to an average of 46% across all funds), and 52% are male (compared to an average of 54% across all funds).
Ultimate Superannuation Fund member gender overview
In the charts below you can see the age and gender breakdown for Ultimate Superannuation Fund fund membership and how that compares across all super funds.
Ultimate Superannuation Fund member age overview (male)
Source: APRA. Data contained in these chart as at 30 June 2019
Ultimate Superannuation Fund member age overview (female)
Source: APRA. Data contained in these chart as at 30 June 2019
In the chart below you can discover the member balances for Ultimate Superannuation Fund members, and how that compares across all super funds.
The average member account balance for Ultimate Superannuation Fund is $220,000.
Ultimate Superannuation Fund member account balances overview
Data contained in these chart as at 30 June 2019
Ultimate Superannuation Fund ABN
The Ultimate Superannuation Fund ABN number is 97900294767.
Ultimate Superannuation Fund USI
The Ultimate Superannuation Fund USI is 97900294767001.
Ultimate Superannuation Fund SPIN
The Ultimate Superannuation Fund SPIN is AIL0016AU.
Ultimate Superannuation Fund administration details
Below you can find the administration details for Ultimate Superannuation Fund including whether the super fund is open to the general public (Public offer) or not (Non public offer) and how Ultimate Superannuation Fund is structured. You can also learn how their expenses ratio compares to other super funds, as well as the gender ratio and remuneration of their board directors.
| Fund's RSE licensee | Avanteos Investments Limited |
| Public offer status | Public offer |
| Fund type | Retail |
| 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 | 30/6/19 |
| Investment expenses ratio | 0% (average is 0.19%) |
| Operating expenses ratio | 0.5% (average is 1.07%) |
| Number (and percentage) of female directors | 3 (50% - average is 38%) |
| Number (and percentage) of male directors | 3 (50% - average is 62%) |
| Total remuneration of directors on trustee board | $518,000 (average is $441,000) |
| Average remuneration of directors on trustee board | $86,000 (average is $59,000) |
Sources: APRA and publicly available information. Data contained in this table as of 30 June 2019
Ultimate Superannuation Fund contact details
Below you can find contact details for Ultimate Superannuation Fund including website, email and physical address as well as social media accounts if they are available.
| Address |
Locked Bag 3460 GPO Melbourne VIC 3001 |
| Phone number | 1800109213 |
| Fax number | (03) 9804 0398 |
| Email address | ultimate@colonialfirststate.com.au |
| Website | www.ultimateinvestment.com.au/cgi-bin/common.exe?iAction=6001&sDocumentId=D146 |
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